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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
TW
176
Towerpoint Wealth
California
$475K +$1.89K +45 +0.4%
ACP
177
Aveo Capital Partners
Colorado
$473K -$112K -2,655 -18%
AAS
178
Avantax Advisory Services
Texas
$462K +$3.66K +87 +0.8%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$460K +$245K +5,837 +104%
SWA
180
Stratos Wealth Advisors
Ohio
$455K +$166K +3,958 +54%
AFM
181
Abbot Financial Management
Massachusetts
$446K
OC
182
Oppenheimer & Co
New York
$442K +$547 +13 +0.1%
DC
183
Davenport & Co
Virginia
$440K -$66.6K -1,584 -13%
CFG
184
Citizens Financial Group
Rhode Island
$434K -$7.4K -176 -2%
HFAS
185
Hummer Financial Advisory Services
Illinois
$430K
VWM
186
Valley Wealth Managers
New Jersey
$426K
TCM
187
Triumph Capital Management
Colorado
$417K -$7.95K -189 -2%
NCM
188
Next Capital Management
New York
$408K
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$406K -$12.8K -305 -3%
CPIG
190
Chicago Partners Investment Group
Illinois
$398K -$80K -1,903 -16%
TIM
191
Tortoise Investment Management
New York
$395K -$7.02K -167 -2%
DP
192
Denver PWM
Colorado
$395K +$412K +9,793 New
VF
193
Virtu Financial
New York
$394K +$413K +9,818 New
BRWA
194
B. Riley Wealth Advisors
Florida
$385K +$402K +9,564 New
CAN
195
Cetera Advisor Networks
California
$382K -$58.1K -1,381 -13%
KOC
196
Koss-Olinger Consulting
Florida
$382K -$3.24K -77 -0.8%
GCA
197
Greenwood Capital Associates
South Carolina
$371K -$6.94K -165 -2%
MIM
198
Macroview Investment Management
Maryland
$362K -$150K -3,576 -28%
FSG
199
Financial Strategies Group
Michigan
$362K -$133K -3,161 -26%
MSCM
200
McElhenny Sheffield Capital Management
Texas
$362K -$46.4K -1,104 -11%

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.