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State Street DoubleLine Total Return Tactical ETF

326 hedge funds and large institutions have $1.64B invested in State Street DoubleLine Total Return Tactical ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 175 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% less ownership

Funds ownership: 74.49%73.5% (-0.98%)

6% less funds holding

Funds holding: 348326 (-22)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

11% less capital invested

Capital invested by funds: $1.85B → $1.64B (-$206M)

37% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 49

55% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 175

Holders
326
Holders Change
-22
Holders Change %
-6.32%
% of All Funds
5.49%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.35%
New
31
Increased
79
Reduced
175
Closed
49
Calls
$1.87M
Puts
Net Calls
+$1.87M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
126
Columbus Macro
Pennsylvania
$1.24M -$176K -4,077 -12%
GFP
127
Guardian Financial Partners
California
$1.18M +$7.63K +177 +0.6%
HFS
128
Howard Financial Services
Texas
$1.18M -$392K -9,108 -25%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$1.14M -$1.22M -28,224 -51%
FPCG
130
Forum Private Client Group
Indiana
$1.13M +$40.2K +932 +4%
CCA
131
Cobblestone Capital Advisors
New York
$1.12M -$5.73K -133 -0.5%
WWM
132
Western Wealth Management
Colorado
$1.1M +$177K +4,105 +19%
EPWM
133
Essex Private Wealth Management
Massachusetts
$1.08M -$93.1K -2,160 -8%
AWM
134
Avitas Wealth Management
California
$1.07M +$5.73K +133 +0.5%
Renaissance Technologies
135
Renaissance Technologies
New York
$1.04M -$1.3M -30,200 -55%
AT
136
American Trust
Kentucky
$1.03M +$144K +3,349 New
VAS
137
Vestmark Advisory Solutions
Massachusetts
$1.02M
SIC
138
Samalin Investment Counsel
New York
$967K +$147K +3,410 +17%
WW
139
Waterfront Wealth
Kansas
$959K +$1.64K +38 +0.2%
PFM
140
Peak Financial Management
Massachusetts
$931K -$493K -11,443 -34%
TI
141
Tidal Investments
Wisconsin
$902K -$38.4K -891 -4%
SFC
142
SYM Financial Corp
Indiana
$891K +$661K +15,346 +266%
DIM
143
Delta Investment Management
California
$841K -$215K -4,994 -20%
AWM
144
Ameliora Wealth Management
Switzerland
$831K +$246K +5,700 +41%
DADC
145
D.A. Davidson & Co
Montana
$813K +$831K +19,280 New
CA
146
Continuum Advisory
Idaho
$811K -$26.3K -611 -3%
M
147
MOTCO
Texas
$810K -$111K -2,568 -12%
FFA
148
First Foundation Advisors
California
$805K
GWSG
149
GPS Wealth Strategies Group
Colorado
$804K +$821K +19,057 New
JHCP
150
Jackson Hole Capital Partners
Oklahoma
$801K

TOTL Hedge Fund Activity: Q2 2022 in Review

326 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2022, worth a combined $1.64B — down 11% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of TOTL and 31 opened new positions — a net loss of 18 holders — while 175 trimmed existing stakes and 79 added.

The largest buyer was Ford Financial Group, adding an estimated $13.4M. The largest seller was Morgan Stanley, cutting an estimated $20.5M.

  • 326 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2022, down from 348 in Q1 2022.
  • Funds reported $1.64B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 31 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2022 and 49 closed out, a net change of -18 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2022 was Ford Financial Group, an estimated $13.4M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2022 was Morgan Stanley, an estimated $20.5M sold.

Based on aggregated 13F filings for Q2 2022.