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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
GWP
201
Gateway Wealth Partners
Wisconsin
$442K -$48.6K -1,195 -10%
CFG
202
Citizens Financial Group
Rhode Island
$435K -$46.6K -1,144 -10%
HFAS
203
Hummer Financial Advisory Services
Illinois
$434K
PPP
204
Private Portfolio Partners
New Jersey
$432K +$191K +4,693 +79%
LNWWM
205
Laird Norton Wetherby Wealth Management
California
$428K +$429K +10,546 New
IIM
206
InTrack Investment Management
Vermont
$424K -$81.4K -2,000 -16%
RA
207
Rockingstone Advisors
Massachusetts
$423K
MSCM
208
McElhenny Sheffield Capital Management
Texas
$418K +$148K +3,634 +54%
FHA
209
Flagship Harbor Advisors
Massachusetts
$418K -$873K -21,450 -68%
PTC
210
Private Trust Company
Ohio
$411K -$106K -2,593 -20%
CCB
211
Country Club Bank
Missouri
$404K
FCCM
212
First City Capital Management
Georgia
$392K -$56K -1,375 -12%
NDSI
213
Newman Dignan & Sheerar Inc
Rhode Island
$391K +$34.3K +843 +10%
CAL
214
Capital Advisors Ltd
Ohio
$391K -$140K -3,440 -26%
MML Investors Services
215
MML Investors Services
Massachusetts
$389K +$32.9K +807 +9%
TCM
216
Triumph Capital Management
Colorado
$388K -$1.26K -31 -0.3%
GCA
217
Greenwood Capital Associates
South Carolina
$374K -$4.44K -109 -1%
SFM
218
Signet Financial Management
New Jersey
$367K +$25.9K +636 +8%
SFC
219
Strategic Financial Concepts
Texas
$361K -$285 -7 -0.1%
MIM
220
Macroview Investment Management
Maryland
$344K -$21.9K -538 -6%
TIM
221
Tortoise Investment Management
New York
$332K -$28.5K -701 -8%
WIM
222
Westside Investment Management
California
$328K
GRP
223
Global Retirement Partners
California
$327K -$2.69K -66 -0.8%
BMCM
224
Bryn Mawr Capital Management
Pennsylvania
$323K -$9.89K -243 -3%
SG
225
StoneX Group
New York
$311K -$338K -8,314 -52%

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.