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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
MWM
151
Minot Wealth Management
Massachusetts
$788K -$1.02M -23,570 -56%
KeyBank National Association
152
KeyBank National Association
Ohio
$780K
MIAN
153
Mariner Independent Advisor Network
Kansas
$778K -$54K -1,254 -6%
OWM
154
OneAscent Wealth Management
Alabama
$768K -$161K -3,741 -17%
SG
155
StoneX Group
New York
$757K -$402K -9,322 -34%
SAM
156
Summit Asset Management
Tennessee
$744K -$268K -6,214 -26%
EFS
157
Essex Financial Services
Connecticut
$743K -$173K -4,017 -19%
SIA
158
Strategic Investment Advisors
Michigan
$735K +$238K +5,513 +46%
TFS
159
Thoroughbred Financial Services
Tennessee
$734K +$289K +6,702 +63%
OWA
160
Outlook Wealth Advisors
Texas
$729K -$27.3K -633 -4%
CPIA
161
Cornell Pochily Investment Advisors
New York
$728K -$102K -2,365 -12%
SIA
162
SeaBridge Investment Advisors
New Jersey
$717K -$314K -7,290 -30%
SC
163
Savant Capital
Illinois
$715K -$100K -2,321 -12%
AWA
164
Arkadios Wealth Advisors
Georgia
$709K -$852K -19,766 -54%
SWP
165
Stratos Wealth Partners
Ohio
$701K -$4.81M -111,734 -87%
FA
166
Flagstar Advisors
New York
$700K +$10.8K +250 +2%
BFA
167
Beaumont Financial Advisors
Massachusetts
$694K -$7.11M -165,122 -91%
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
$672K -$4.74K -110 -0.7%
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$672K +$2.54K +59 +0.4%
SIM
170
Stratos Investment Management
Ohio
$666K -$97.6K -2,265 -13%
ARC
171
Advisor Resource Council
Texas
$665K +$679K +15,764 New
VCP
172
Verus Capital Partners
Arizona
$654K -$188K -4,353 -25%
FIM
173
Fernwood Investment Management
Massachusetts
$644K +$129 +3 +0%
AF
174
Allworth Financial
California
$641K -$259 -6 -0%
P
175
Palladiem
Pennsylvania
$639K +$653K +15,155 New

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.