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State Street DoubleLine Total Return Tactical ETF

309 hedge funds and large institutions have $2.61B invested in State Street DoubleLine Total Return Tactical ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 131 increasing their positions, 100 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 100

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

4% more capital invested

Capital invested by funds: $2.51B → $2.61B (+$104M)

0.18% less ownership

Funds ownership: 84.26%84.08% (-0.18%)

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

2% less funds holding

Funds holding: 314309 (-5)

Holders
309
Holders Change
-5
Holders Change %
-1.59%
% of All Funds
4.9%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
31
Increased
131
Reduced
100
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFP
126
Guardian Financial Partners
California
$1.17M +$1.2M +30,195 New
Citadel Advisors
127
Citadel Advisors
Florida
$1.16M +$498K +12,565 +72%
RWM
128
Reston Wealth Management
Virginia
$1.16M +$86K +2,167 +8%
WFAG
129
Worth Financial Advisory Group
North Carolina
$1.13M -$74.3K -1,874 -6%
Stifel Financial
130
Stifel Financial
Missouri
$1.12M +$114K +2,874 +11%
CCA
131
Cobblestone Capital Advisors
New York
$1.12M +$29.6K +746 +3%
MFG
132
Merit Financial Group
Georgia
$1.1M -$654K -16,479 -37%
EH
133
Equitable Holdings
New York
$1.07M -$32K -807 -3%
AWM
134
Avitas Wealth Management
California
$1.05M +$32.7K +825 +3%
CHJWM
135
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.02M -$39.5K -997 -4%
TFA
136
Transamerica Financial Advisors
Florida
$986K +$15.3K +386 +2%
MFGM
137
Marshall Financial Group (Maryland)
Maryland
$966K +$476 +12 +0%
CPRC
138
Consolidated Portfolio Review Corp
New York
$966K +$371K +9,346 +60%
CWM
139
Collaborative Wealth Management
Florida
$937K -$53.4K -1,345 -5%
M
140
MOTCO
Texas
$935K +$5.79K +146 +0.6%
WP
141
Westmount Partners
California
$923K +$57K +1,436 +6%
VCP
142
Verus Capital Partners
Arizona
$865K -$235K -5,931 -21%
EL
143
EQ LLC
Washington
$840K +$60.6K +1,528 +8%
FA
144
Flagstar Advisors
New York
$835K +$3.81K +96 +0.4%
WC
145
Waterloo Capital
Texas
$816K +$838K +21,118 New
BA
146
Ballew Advisors
Mississippi
$814K -$397K -10,000 -32%
FFN
147
Focus Financial Network
Minnesota
$794K +$41.2K +1,038 +5%
AC
148
Addison Capital
Pennsylvania
$794K +$91.3K +2,301 +13%
EWA
149
EP Wealth Advisors
California
$788K -$1.29M -32,616 -62%
LFAS
150
Level Four Advisory Services
Texas
$783K -$446K -11,250 -36%

TOTL Hedge Fund Activity: Q3 2023 in Review

309 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2023, worth a combined $2.61B — up 4.1% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of TOTL and 31 opened new positions — a net loss of 3 holders — while 100 trimmed existing stakes and 131 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $90.8M. The largest seller was Brinker Capital Investments, cutting an estimated $43.1M.

  • 309 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2023, down from 314 in Q2 2023.
  • Funds reported $2.61B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2023, up 4.1% quarter-over-quarter.
  • 31 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2023 and 34 closed out, a net change of -3 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $90.8M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2023.