State Street DoubleLine Total Return Tactical ETF
TOTL
331 hedge funds and large institutions have $2B invested in State Street DoubleLine Total Return Tactical ETF in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 103 increasing their positions, 126 reducing their positions, and 33 closing their positions.
91% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 33
41% more capital invested
Capital invested by funds: $1.41B → $2B (+$586M)
9.65% more ownership
Funds ownership: 67.04% → 76.68% (+9.6%)
7% more funds holding
Funds holding: 309 → 331 (+22)
13% less funds holding in top 10
Funds holding in top 10: 23 → 20 (-3)
18% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 126
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$202M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$44.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$24.9M |
| 4 |
TNA
True North Advisors
Dallas,
Texas
|
+$24.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$11.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$10.3M |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$8.05M |
| 4 |
CPWMP
Cardinal Point Wealth Management Partners
Irvine,
California
|
-$7.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.84M |
TOTL Hedge Fund Activity: Q4 2022 in Review
331 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q4 2022, worth a combined $2B — up 41% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new TOTL positions and 33 closed out — a net gain of 30 holders — while 103 added to existing stakes and 126 trimmed.
The largest buyer was Signature Estate & Investment Advisors, adding an estimated $202M. The largest seller was LPL Financial, cutting an estimated $11.7M.
- 331 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2022, up from 309 in Q3 2022.
- Funds reported $2B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2022, up 41% quarter-over-quarter.
- 63 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q4 2022 and 33 closed out, a net change of +30 holders.
- The largest State Street DoubleLine Total Return Tactical ETF buyer in Q4 2022 was Signature Estate & Investment Advisors, an estimated $202M added.
- The largest State Street DoubleLine Total Return Tactical ETF seller in Q4 2022 was LPL Financial, an estimated $11.7M sold.
Based on aggregated 13F filings for Q4 2022.