We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

309 hedge funds and large institutions have $2.61B invested in State Street DoubleLine Total Return Tactical ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 131 increasing their positions, 100 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 100

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

4% more capital invested

Capital invested by funds: $2.51B → $2.61B (+$104M)

0.18% less ownership

Funds ownership: 84.26%84.08% (-0.18%)

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

2% less funds holding

Funds holding: 314309 (-5)

Holders
309
Holders Change
-5
Holders Change %
-1.59%
% of All Funds
4.9%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
31
Increased
131
Reduced
100
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
201
Newman Dignan & Sheerar Inc
Rhode Island
$406K +$34.4K +868 +9%
RA
202
Rockingstone Advisors
Massachusetts
$401K -$1.59K -40 -0.4%
SC
203
Savant Capital
Illinois
$400K -$63.4K -1,598 -13%
CCB
204
Country Club Bank
Missouri
$398K +$11.4K +287 +3%
TCM
205
Triumph Capital Management
Colorado
$391K +$21.6K +544 +6%
GWP
206
Gateway Wealth Partners
Wisconsin
$391K -$31.3K -789 -7%
PTC
207
Private Trust Company
Ohio
$389K -$1.94K -49 -0.5%
MML Investors Services
208
MML Investors Services
Massachusetts
$366K -$4.72K -119 -1%
FCCM
209
First City Capital Management
Georgia
$366K -$7.74K -195 -2%
RJT
210
Raymond James Trust
Florida
$362K +$371K +9,358 New
SFC
211
SYM Financial Corp
Indiana
$356K -$490K -12,347 -57%
PCG
212
Prosperity Consulting Group
Maryland
$351K +$360K +9,078 New
GRP
213
Global Retirement Partners
California
$346K +$39.9K +1,005 +12%
TW
214
Towerpoint Wealth
California
$337K -$101K -2,544 -23%
WIM
215
Westside Investment Management
California
$332K +$19.8K +500 +6%
MIM
216
Macroview Investment Management
Maryland
$331K +$3.65K +92 +1%
CAL
217
Capital Advisors Ltd
Ohio
$328K -$46.2K -1,164 -12%
WW
218
Waterfront Wealth
Kansas
$322K -$576K -14,523 -63%
DWMG
219
DB Wealth Management Group
California
$320K +$329K +8,292 New
COCM
220
Charter Oak Capital Management
New Hampshire
$312K -$278K -7,018 -46%
SFM
221
Signet Financial Management
New Jersey
$310K -$40.9K -1,032 -11%
TIM
222
Tortoise Investment Management
New York
$310K -$6.35K -160 -2%
BMCM
223
Bryn Mawr Capital Management
Pennsylvania
$308K
HA
224
Hofer & Associates
California
$302K +$10.6K +268 +4%
QWM
225
QP Wealth Management
New Jersey
$295K +$60.3K +1,520 +25%

TOTL Hedge Fund Activity: Q3 2023 in Review

309 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2023, worth a combined $2.61B — up 4.1% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of TOTL and 31 opened new positions — a net loss of 3 holders — while 100 trimmed existing stakes and 131 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $90.8M. The largest seller was Brinker Capital Investments, cutting an estimated $43.1M.

  • 309 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2023, down from 314 in Q2 2023.
  • Funds reported $2.61B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2023, up 4.1% quarter-over-quarter.
  • 31 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2023 and 34 closed out, a net change of -3 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $90.8M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2023.