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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
VFPI
176
Vantage Financial Partners (Illinois)
Illinois
$555K -$779K -19,125 -58%
TC
177
Trilogy Capital
California
$549K
CA
178
Continuum Advisory
Idaho
$548K -$109K -2,689 -17%
MFA
179
Morling Financial Advisors
California
$546K +$549K +13,474 New
WA
180
Waterford Advisors
New York
$529K
FFS
181
Founders Financial Securities
Maryland
$523K +$42.9K +1,053 +9%
OC
182
Oppenheimer & Co
New York
$521K +$78.8K +1,936 +18%
GLA
183
Good Life Advisors
Pennsylvania
$519K +$521K +12,802 New
WSTAM
184
Wilbanks Smith & Thomas Asset Management
Virginia
$517K -$83.6K -2,053 -14%
TFS
185
Thoroughbred Financial Services
Tennessee
$516K -$46.2K -1,135 -8%
NAM
186
NTV Asset Management
West Virginia
$515K
AFO
187
Arrowroot Family Office
California
$505K -$677K -16,628 -57%
FFA
188
First Foundation Advisors
California
$504K
CPIA
189
Cornell Pochily Investment Advisors
New York
$500K +$2.93K +72 +0.6%
CA
190
Cetera Advisors
Colorado
$498K +$8.35K +205 +2%
Verition Fund Management
191
Verition Fund Management
Connecticut
$487K
SC
192
Savant Capital
Illinois
$484K -$9.2K -226 -2%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$484K -$380K -9,345 -44%
BCA
194
Bay Colony Advisors
Massachusetts
$484K +$74.8K +1,838 +18%
AWM
195
Apollon Wealth Management
South Carolina
$473K +$270K +6,623 +131%
AP
196
Americana Partners
Texas
$472K +$474K +11,640 New
BFA
197
Beaumont Financial Advisors
Massachusetts
$465K +$773 +19 +0.2%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$461K
TW
199
Towerpoint Wealth
California
$456K +$41 +1 +0%
SPL
200
Smart Portfolios LLC
Washington
$453K +$87.3K +2,144 +24%

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.