State Street DoubleLine Total Return Tactical ETF
TOTL
315 hedge funds and large institutions have $2.52B invested in State Street DoubleLine Total Return Tactical ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 116 reducing their positions, and 34 closing their positions.
12% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 34
10% more capital invested
Capital invested by funds: $2.29B → $2.52B (+$229M)
4.03% more ownership
Funds ownership: 80.57% → 84.6% (+4%)
5% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 116
0% less funds holding
Funds holding: 316 → 315 (-1)
5% less funds holding in top 10
Funds holding in top 10: 22 → 21 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$81.1M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$44.5M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$44.5M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$20.9M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13M |
| 2 |
DSAM
Dock Street Asset Management
Palm Beach,
Florida
|
-$12M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$9.93M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$8.73M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$5.93M |
TOTL Hedge Fund Activity: Q2 2023 in Review
315 of the 6,383 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 $2.52B — up 10% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new TOTL positions and 34 closed out — a net gain of 4 holders — while 122 added to existing stakes and 116 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $81.1M. The largest seller was Osaic Holdings, cutting an estimated $13M.
- 315 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2023, down from 316 in Q1 2023.
- Funds reported $2.52B 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.