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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
ACP
176
Aveo Capital Partners
Colorado
$609K -$4.55M -105,647 -88%
UCB
177
United Community Bank
South Carolina
$595K -$22.2K -516 -4%
CAL
178
Capital Analysts LLC
Pennsylvania
$591K +$96.9K +2,248 +19%
FCCM
179
First City Capital Management
Georgia
$586K -$19.4K -450 -3%
EL
180
EQ LLC
Washington
$570K +$1.29K +30 +0.2%
CFAM
181
Center For Asset Management
Florida
$567K -$182K -4,235 -24%
OWA
182
Opal Wealth Advisors
New York
$551K +$138K +3,203 +32%
VCA
183
Verdence Capital Advisors
Maryland
$549K -$34.6K -802 -6%
SFWC
184
Strategic Family Wealth Counselors
New Jersey
$541K +$2.89K +67 +0.5%
IIM
185
InTrack Investment Management
Vermont
$538K -$815K -18,906 -60%
NAM
186
NTV Asset Management
West Virginia
$536K
MIM
187
Macroview Investment Management
Maryland
$531K -$148K -3,425 -21%
DC
188
Davenport & Co
Virginia
$528K -$48.3K -1,121 -8%
Wealth Enhancement Advisory Services
189
Wealth Enhancement Advisory Services
Minnesota
$526K -$17K -394 -3%
BFG
190
Bouchey Financial Group
New York
$521K
CPIG
191
Chicago Partners Investment Group
Illinois
$521K +$69.9K +1,623 +15%
NDSI
192
Newman Dignan & Sheerar Inc
Rhode Island
$519K -$682K -15,836 -56%
FSG
193
Financial Strategies Group
Michigan
$513K +$230K +5,337 +78%
TW
194
Towerpoint Wealth
California
$497K -$234K -5,425 -32%
LA
195
LexAurum Advisors
Kansas
$493K -$573K -13,304 -53%
AAS
196
Avantax Advisory Services
Texas
$481K +$40.8K +946 +9%
AWM
197
Axxcess Wealth Management
California
$471K -$248K -5,760 -34%
AFM
198
Abbot Financial Management
Massachusetts
$468K
CFG
199
Citizens Financial Group
Rhode Island
$464K +$905 +21 +0.2%
OC
200
Oppenheimer & Co
New York
$463K -$100K -2,328 -17%

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.