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State Street DoubleLine Total Return Tactical ETF

314 hedge funds and large institutions have $2.51B invested in State Street DoubleLine Total Return Tactical ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 115 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $2.28B → $2.51B (+$228M)

4.18% more ownership

Funds ownership: 80.09%84.26% (+4.2%)

5% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 115

0% less funds holding

Funds holding: 315314 (-1)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
314
Holders Change
-1
Holders Change %
-0.32%
% of All Funds
4.93%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.31%
New
38
Increased
121
Reduced
115
Closed
34
Calls
$69K
Puts
Net Calls
+$69K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
126
Tranquilli Financial Advisor
New Jersey
$1.22M +$194K +4,776 +19%
WP
127
WMS Partners
Maryland
$1.22M +$1.22M +29,971 New
EPWM
128
Essex Private Wealth Management
Massachusetts
$1.19M
EH
129
Equitable Holdings
New York
$1.15M +$172K +4,229 +17%
VCP
130
Verus Capital Partners
Arizona
$1.15M -$85K -2,088 -7%
CCA
131
Cobblestone Capital Advisors
New York
$1.14M +$51K +1,252 +5%
RWM
132
Reston Wealth Management
Virginia
$1.13M +$733 +18 +0.1%
CAL
133
Capital Analysts LLC
Pennsylvania
$1.12M +$150K +3,680 +15%
CHJWM
134
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.12M -$10.7K -264 -0.9%
AWM
135
Avitas Wealth Management
California
$1.07M +$24.6K +605 +2%
Stifel Financial
136
Stifel Financial
Missouri
$1.06M -$12.3K -303 -1%
CWM
137
Collaborative Wealth Management
Florida
$1.04M -$126K -3,090 -11%
RA
138
RFG Advisory
Alabama
$1.02M +$57.9K +1,422 +6%
TFA
139
Transamerica Financial Advisors
Florida
$1.02M -$12.9K -318 -1%
MFGM
140
Marshall Financial Group (Maryland)
Maryland
$1.01M +$273K +6,698 +37%
FPCG
141
Forum Private Client Group
Indiana
$1M -$14K -343 -1%
BTI
142
Blue Trust Inc
Georgia
$979K +$971K +23,861 New
M
143
MOTCO
Texas
$975K +$40.3K +990 +4%
AWE
144
Avidian Wealth Enterprises
Texas
$973K +$977K +24,003 New
ARC
145
Advisor Resource Council
Texas
$931K +$246K +6,048 +36%
WW
146
Waterfront Wealth
Kansas
$928K -$190K -4,662 -17%
WP
147
Westmount Partners
California
$910K -$26.6K -654 -3%
SFC
148
SYM Financial Corp
Indiana
$874K +$301K +7,386 +52%
FA
149
Flagstar Advisors
New York
$873K -$21.1K -518 -2%
EL
150
EQ LLC
Washington
$819K -$19.7K -483 -2%

TOTL Hedge Fund Activity: Q2 2023 in Review

314 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2023, worth a combined $2.51B — up 10% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TOTL positions and 34 closed out — a net gain of 4 holders — while 121 added to existing stakes and 115 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $81.1M. The largest seller was Osaic Holdings, cutting an estimated $13M.

  • 314 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2023, down from 315 in Q1 2023.
  • Funds reported $2.51B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 38 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2023 and 34 closed out, a net change of +4 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $81.1M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2023 was Osaic Holdings, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2023.