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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
CAN
201
Cetera Advisor Networks
California
$459K -$294K -6,827 -39%
Citadel Advisors
202
Citadel Advisors
Florida
$455K +$465K +10,784 New
HFAS
203
Hummer Financial Advisory Services
Illinois
$451K
VWM
204
Valley Wealth Managers
New Jersey
$447K +$456K +10,581 New
TCM
205
Triumph Capital Management
Colorado
$446K +$7.84K +182 +2%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$439K -$143K -3,319 -24%
Comerica Bank
207
Comerica Bank
Texas
$431K -$68.6K -1,593 -13%
PPP
208
Private Portfolio Partners
New Jersey
$430K -$121K -2,813 -22%
NCM
209
Next Capital Management
New York
$428K +$29.5K +685 +7%
EWS
210
Evergreen Wealth Solutions
Pennsylvania
$428K +$437K +10,143 New
MSCM
211
McElhenny Sheffield Capital Management
Texas
$427K -$26.7K -620 -6%
TIM
212
Tortoise Investment Management
New York
$422K -$4.7K -109 -1%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$416K +$185K +4,304 +78%
KOC
214
Koss-Olinger Consulting
Florida
$404K +$1.29K +30 +0.3%
WAG
215
Winthrop Advisory Group
Massachusetts
$397K -$25.2K -584 -6%
GCA
216
Greenwood Capital Associates
South Carolina
$396K
MFA
217
Morling Financial Advisors
California
$391K -$21K -488 -5%
IWC
218
Integrated Wealth Concepts
Massachusetts
$371K -$407K -9,458 -52%
FM
219
Family Management
New York
$371K -$320K -7,418 -46%
TC
220
Trilogy Capital
California
$371K +$4.87K +113 +1%
VFPI
221
Vantage Financial Partners (Illinois)
Illinois
$367K
RCM
222
Raleigh Capital Management
North Carolina
$363K +$47K +1,092 +15%
FS
223
Ferguson Shapiro
Georgia
$358K +$366K +8,499 New
MI
224
Moneywise Inc
Virginia
$354K -$173K -4,014 -32%
BMCM
225
Bryn Mawr Capital Management
Pennsylvania
$346K -$30K -696 -8%

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.