We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

309 hedge funds and large institutions have $1.41B invested in State Street DoubleLine Total Return Tactical ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 152 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

5% less funds holding

Funds holding: 326309 (-17)

6.47% less ownership

Funds ownership: 73.5%67.04% (-6.5%)

14% less capital invested

Capital invested by funds: $1.64B → $1.41B (-$230M)

32% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 31

40% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 152

Holders
309
Holders Change
-17
Holders Change %
-5.21%
% of All Funds
5.32%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
21
Increased
91
Reduced
152
Closed
31
Calls
$124K
Puts
Net Calls
+$124K
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
126
Baird Financial Group
Wisconsin
$1.04M -$46.3K -1,102 -4%
PFM
127
Peak Financial Management
Massachusetts
$1.02M +$141K +3,352 +15%
FPCG
128
Forum Private Client Group
Indiana
$1.02M -$64.1K -1,525 -6%
CAL
129
Capital Advisors Ltd
Ohio
$1.01M -$176K -4,191 -14%
SIA
130
Strategic Investment Advisors
Michigan
$1.01M +$326K +7,751 +44%
ACK
131
Andrew C. Karlinski
$996K -$346K -8,232 -25%
VAS
132
Vestmark Advisory Solutions
Massachusetts
$984K +$14.6K +348 +1%
CA
133
CGN Advisors
Kansas
$941K +$984K +23,409 New
SIC
134
Samalin Investment Counsel
New York
$902K -$20.1K -478 -2%
FA
135
Flagstar Advisors
New York
$899K +$242K +5,762 +35%
TI
136
Tidal Investments
Wisconsin
$861K +$1.14K +27 +0.1%
Cerity Partners
137
Cerity Partners
New York
$846K -$3.22M -76,497 -78%
GWSG
138
GPS Wealth Strategies Group
Colorado
$840K +$77.4K +1,842 +10%
WWM
139
Western Wealth Management
Colorado
$839K -$211K -5,007 -19%
CAL
140
Capital Analysts LLC
Pennsylvania
$825K +$274K +6,526 +47%
HFS
141
Heritage Financial Services
Massachusetts
$823K -$729K -17,346 -46%
FS
142
Ferguson Shapiro
Georgia
$817K +$497K +11,829 +139%
DADC
143
D.A. Davidson & Co
Montana
$797K +$23.6K +561 +3%
DIM
144
Delta Investment Management
California
$785K -$17.2K -409 -2%
M
145
MOTCO
Texas
$769K -$3.78K -90 -0.5%
TFS
146
Thoroughbred Financial Services
Tennessee
$769K +$73.3K +1,743 +10%
JHCP
147
Jackson Hole Capital Partners
Oklahoma
$763K
CA
148
Continuum Advisory
Idaho
$759K -$14K -334 -2%
KF
149
Krilogy Financial
Missouri
$743K -$1.05M -25,010 -57%
SAM
150
Summit Asset Management
Tennessee
$709K

TOTL Hedge Fund Activity: Q3 2022 in Review

309 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2022, worth a combined $1.41B — down 14% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of TOTL and 21 opened new positions — a net loss of 10 holders — while 152 trimmed existing stakes and 91 added.

The largest buyer was Bouchey Financial Group, adding an estimated $24.1M. The largest seller was LPL Financial, cutting an estimated $115M.

  • 309 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2022, down from 326 in Q2 2022.
  • Funds reported $1.41B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2022, down 14% quarter-over-quarter.
  • 21 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2022 and 31 closed out, a net change of -10 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2022 was Bouchey Financial Group, an estimated $24.1M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2022 was LPL Financial, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2022.