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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
FFN
151
Focus Financial Network
Minnesota
$791K +$794K +19,508 New
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$763K +$87.5K +2,149 +13%
SIA
153
Strategic Investment Advisors
Michigan
$747K -$188K -4,616 -20%
AC
154
Addison Capital
Pennsylvania
$740K +$32.7K +804 +5%
SFWC
155
Strategic Family Wealth Counselors
New Jersey
$740K +$29.6K +726 +4%
HFS
156
Heritage Financial Services
Massachusetts
$738K +$740K +18,189 New
CPIG
157
Chicago Partners Investment Group
Illinois
$723K -$6.31K -155 -0.8%
JHCP
158
Jackson Hole Capital Partners
Oklahoma
$718K
Citadel Advisors
159
Citadel Advisors
Florida
$712K +$428K +10,521 +149%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$710K -$61K -1,498 -8%
CIBC World Market
161
CIBC World Market
Ontario, Canada
$694K -$335K -8,230 -32%
KeyBank National Association
162
KeyBank National Association
Ohio
$691K +$2.04K +50 +0.3%
BZWA
163
Blue Zone Wealth Advisors
California
$640K -$87.9K -2,159 -12%
CPRC
164
Consolidated Portfolio Review Corp
New York
$634K +$300K +7,367 +89%
SAG
165
SageView Advisory Group
California
$628K +$58.7K +1,443 +10%
HVM
166
Harvest Volatility Management
Connecticut
$618K -$124K -3,040 -17%
COCM
167
Charter Oak Capital Management
New Hampshire
$612K -$351K -8,613 -36%
VCA
168
Verdence Capital Advisors
Maryland
$606K +$6.47K +159 +1%
CA
169
Cornerstone Advisory
Maryland
$603K +$606K +14,881 New
AWS
170
Atria Wealth Solutions
New York
$599K +$46K +1,130 +8%
UCB
171
United Community Bank
South Carolina
$598K +$13.4K +330 +2%
OWA
172
Opal Wealth Advisors
New York
$587K +$56.9K +1,397 +11%
PFM
173
Peak Financial Management
Massachusetts
$581K +$191K +4,697 +49%
Citigroup
174
Citigroup
New York
$572K -$97.1K -2,386 -14%
WWM
175
Western Wealth Management
Colorado
$571K +$195K +4,780 +51%

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.