We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF

315 hedge funds and large institutions have $2.28B invested in State Street DoubleLine Total Return Tactical ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 118 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $2B → $2.28B (+$277M)

5% more funds holding in top 10

Funds holding in top 10: 2021 (+1)

3.41% more ownership

Funds ownership: 76.68%80.09% (+3.4%)

8% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 118

5% less funds holding

Funds holding: 331315 (-16)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

Holders
315
Holders Change
-16
Holders Change %
-4.83%
% of All Funds
5.02%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.33%
New
32
Increased
127
Reduced
118
Closed
41
Calls
$70K
Puts
Net Calls
+$70K
Net Calls Change
-$729K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$317M +$316M +7,731,303 New
SEIA
2
Signature Estate & Investment Advisors
California
$264M +$49.5M +1,212,039 +23%
Morgan Stanley
3
Morgan Stanley
New York
$159M +$28.1M +688,640 +22%
Osaic Holdings
4
Osaic Holdings
Arizona
$119M +$5.16M +126,288 +5%
Bank of America
5
Bank of America
North Carolina
$98.5M -$14M -341,702 -12%
LPL Financial
6
LPL Financial
California
$95.3M +$9.67M +236,743 +11%
UBS Group
7
UBS Group
Switzerland
$66.7M +$11.6M +283,810 +21%
CAI
8
Capital Advisors Inc
Oklahoma
$64.8M +$14.7K +361 +0%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$60M +$11.4M +280,336 +24%
HI
10
Horizon Investments
North Carolina
$48.5M +$3.58M +87,604 +8%
BCI
11
Brinker Capital Investments
Pennsylvania
$46.1M +$3.39M +82,941 +8%
OPS
12
Orion Portfolio Solutions
Nebraska
$46.1M +$42.7M +1,045,326 +1,342%
JBA
13
Johnson Bixby & Associates
Washington
$37.2M +$9.1M +222,833 +33%
JCM
14
Janney Capital Management
Pennsylvania
$35.5M -$803K -19,658 -2%
Wells Fargo
15
Wells Fargo
California
$33.7M +$3.14M +76,877 +10%
PI
16
PFS Investments
Georgia
$27.3M +$12M +293,948 +80%
BFG
17
Bouchey Financial Group
New York
$27.3M +$838K +20,523 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$26.8M +$8.85M +216,642 +50%
AT
19
Arden Trust
Delaware
$26.7M +$26.3M +643,302 +7,800%
ACI
20
Alpha Cubed Investments
California
$25.4M +$1.37M +33,501 +6%
MFS
21
McNamara Financial Services
Massachusetts
$22.3M +$116K +2,853 +0.5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$22.3M +$195K +4,786 +0.9%
Cerity Partners
23
Cerity Partners
New York
$21.8M +$10.7M +260,920 +96%
SIG
24
Spinnaker Investment Group
California
$21.2M +$167K +4,085 +0.8%
OCM
25
One Capital Management
California
$19.7M +$276K +6,761 +1%

TOTL Hedge Fund Activity: Q1 2023 in Review

315 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2023, worth a combined $2.28B — up 14% from $2B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of TOTL and 32 opened new positions — a net loss of 9 holders — while 118 trimmed existing stakes and 127 added.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $316M. The largest seller was True North Advisors, cutting an estimated $24.8M.

  • 315 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2023, down from 331 in Q4 2022.
  • Funds reported $2.28B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2023 and 41 closed out, a net change of -9 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $316M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2023 was True North Advisors, an estimated $24.8M sold.

Based on aggregated 13F filings for Q1 2023.