State Street DoubleLine Total Return Tactical ETF
TOTL
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.
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: 20 → 25 (+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: 314 → 309 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$90.8M |
| 2 |
TA
Tectonic Advisors
Frisco,
Texas
|
+$81.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$32.7M |
| 4 |
Bank of New York Mellon
New York
|
+$29.4M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$43.1M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$43.1M |
| 3 |
JBA
Johnson Bixby & Associates
Vancouver,
Washington
|
-$17.9M |
| 4 |
LPL Financial
San Diego,
California
|
-$9.87M |
| 5 |
MW
MBL Wealth
Charlotte,
North Carolina
|
-$7.84M |
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.