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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
SG
151
StoneX Group
New York
$707K -$14.7K -349 -2%
KeyBank National Association
152
KeyBank National Association
Ohio
$682K -$63.1K -1,500 -8%
OWA
153
Outlook Wealth Advisors
Texas
$679K -$16.5K -392 -2%
SWP
154
Stratos Wealth Partners
Ohio
$673K +$4.54K +108 +0.6%
OWA
155
Opal Wealth Advisors
New York
$670K +$151K +3,594 +27%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$641K +$1.22K +29 +0.2%
WSTAM
157
Wilbanks Smith & Thomas Asset Management
Virginia
$629K -$11.4K -270 -2%
FIM
158
Fernwood Investment Management
Massachusetts
$614K +$126 +3 +0%
AF
159
Allworth Financial
California
$611K +$168 +4 +0%
P
160
Palladiem
Pennsylvania
$609K
BFA
161
Beaumont Financial Advisors
Massachusetts
$605K -$59.3K -1,410 -9%
SC
162
Savant Capital
Illinois
$599K -$86.2K -2,051 -12%
CPIA
163
Cornell Pochily Investment Advisors
New York
$576K -$124K -2,940 -17%
UCB
164
United Community Bank
South Carolina
$562K -$4.83K -115 -0.8%
EL
165
EQ LLC
Washington
$550K +$7.44K +177 +1%
VCA
166
Verdence Capital Advisors
Maryland
$529K +$5.72K +136 +1%
OMC
167
Old Mission Capital
Illinois
$523K -$890K -21,176 -62%
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$521K +$21.3K +506 +4%
FFA
169
First Foundation Advisors
California
$520K -$259K -6,157 -32%
OWM
170
OneAscent Wealth Management
Alabama
$519K -$223K -5,306 -29%
SFWC
171
Strategic Family Wealth Counselors
New Jersey
$519K +$3.41K +81 +0.6%
IIM
172
InTrack Investment Management
Vermont
$512K
NAM
173
NTV Asset Management
West Virginia
$510K
FCCM
174
First City Capital Management
Georgia
$477K -$85.1K -2,024 -15%
MIAN
175
Mariner Independent Advisor Network
Kansas
$475K -$279K -6,641 -36%

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.