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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
LJAC
201
L.J. Altfest & Co
New York
$361K +$65.2K +1,550 +21%
AWM
202
Ameliora Wealth Management
Switzerland
$356K -$454K -10,786 -55%
FM
203
Family Management
New York
$353K
RCM
204
Raleigh Capital Management
North Carolina
$347K +$505 +12 +0.1%
William Blair & Company
205
William Blair & Company
Illinois
$337K -$889K -21,146 -72%
TC
206
Trilogy Capital
California
$337K -$17.1K -407 -5%
AWM
207
Axxcess Wealth Management
California
$336K -$117K -2,787 -25%
EFS
208
Essex Financial Services
Connecticut
$330K -$396K -9,410 -53%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$330K -$68.5K -1,630 -17%
BMCM
210
Bryn Mawr Capital Management
Pennsylvania
$330K
BCA
211
Bay Colony Advisors
Massachusetts
$321K +$16.4K +390 +5%
Verition Fund Management
212
Verition Fund Management
Connecticut
$321K +$84.1K +2,000 +33%
SIM
213
Stratos Investment Management
Ohio
$314K -$335K -7,974 -51%
GRP
214
Global Retirement Partners
California
$313K -$1.39M -32,941 -81%
CIAS
215
Capital Investment Advisory Services
North Carolina
$312K -$4.05M -96,311 -93%
FFA
216
Fragasso Financial Advisors
Pennsylvania
$302K -$14.9K -355 -5%
BA
217
Bridge Advisory
California
$298K +$252 +6 +0.1%
MI
218
Moneywise Inc
Virginia
$295K -$45K -1,070 -13%
Financial Engines Advisors
219
Financial Engines Advisors
California
$289K
AWM
220
Aries Wealth Management
Maine
$286K
PTC
221
Private Trust Company
Ohio
$283K -$3.11K -74 -1%
CFAM
222
Center For Asset Management
Florida
$281K -$271K -6,451 -48%
LFA
223
Laraway Financial Advisors
Minnesota
$277K -$2.1K -50 -0.7%
EH
224
Equitable Holdings
New York
$271K -$2.98K -71 -1%
HA
225
Hofer & Associates
California
$269K +$2.14K +51 +0.8%

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.