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State Street DoubleLine Total Return Tactical ETF

315 hedge funds and large institutions have $2.28B invested in State Street DoubleLine Total Return Tactical ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $2B → $2.28B (+$277M)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3.41% more ownership

Funds ownership: 76.68%80.09% (+3.4%)

8% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 118

5% less funds holding

Funds holding: 331315 (-16)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

Holders
315
Holders Change
-16
Holders Change %
-4.83%
% of All Funds
5.02%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.33%
New
32
Increased
127
Reduced
118
Closed
41
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
-$729K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
126
Cobblestone Capital Advisors
New York
$1.11M +$169K +4,146 +18%
MLA
127
My Legacy Advisors
Oregon
$1.1M +$27.2K +666 +3%
Stifel Financial
128
Stifel Financial
Missouri
$1.09M -$285K -6,972 -21%
AWM
129
Avitas Wealth Management
California
$1.05M -$10K -245 -0.9%
TFA
130
Transamerica Financial Advisors
Florida
$1.04M -$138K -3,380 -12%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$1.04M -$489K -11,974 -32%
TFA
132
Tranquilli Financial Advisor
New Jersey
$1.04M +$376K +9,217 +57%
FPCG
133
Forum Private Client Group
Indiana
$1.03M -$12.4K -303 -1%
CWM
134
Congress Wealth Management
Massachusetts
$993K -$61.4K -1,504 -6%
EH
135
Equitable Holdings
New York
$992K +$11.9K +292 +1%
CAL
136
Capital Analysts LLC
Pennsylvania
$986K +$222K +5,443 +29%
RA
137
RFG Advisory
Alabama
$974K +$970K +23,749 New
COCM
138
Charter Oak Capital Management
New Hampshire
$973K -$488K -11,944 -33%
EWA
139
EP Wealth Advisors
California
$954K -$763K -18,697 -74%
WP
140
Westmount Partners
California
$948K +$7.14K +175 +0.8%
M
141
MOTCO
Texas
$945K +$148K +3,629 +19%
SIA
142
Strategic Investment Advisors
Michigan
$945K -$114K -2,797 -11%
FA
143
Flagstar Advisors
New York
$904K -$8.7K -213 -1%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$873K +$630K +15,439 +264%
EL
145
EQ LLC
Washington
$848K +$214K +5,248 +34%
IA
146
IFG Advisory
Georgia
$789K -$42.1K -1,031 -5%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$780K -$254K -6,211 -25%
ACP
148
Aveo Capital Partners
Colorado
$776K +$268K +6,563 +53%
MFGM
149
Marshall Financial Group (Maryland)
Maryland
$750K +$520K +12,726 +229%
HVM
150
Harvest Volatility Management
Connecticut
$750K

TOTL Hedge Fund Activity: Q1 2023 in Review

315 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2023, worth a combined $2.28B — up 14% from $2B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of TOTL and 32 opened new positions — a net loss of 9 holders — while 118 trimmed existing stakes and 127 added.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $316M. The largest seller was True North Advisors, cutting an estimated $24.8M.

  • 315 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2023, down from 331 in Q4 2022.
  • Funds reported $2.28B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2023 and 41 closed out, a net change of -9 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $316M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2023 was True North Advisors, an estimated $24.8M sold.

Based on aggregated 13F filings for Q1 2023.