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State Street DoubleLine Total Return Tactical ETF

323 hedge funds and large institutions have $2.23B invested in State Street DoubleLine Total Return Tactical ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 143 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 103

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

0% more funds holding

Funds holding: 322323 (+1)

6.12% less ownership

Funds ownership: 85.02%78.9% (-6.1%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

20% less capital invested

Capital invested by funds: $2.79B → $2.23B (-$559M)

Holders
323
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.65%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
32
Increased
143
Reduced
103
Closed
30
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
226
Towerpoint Wealth
California
$325K +$1.04K +26 +0.3%
MG
227
Mather Group
Illinois
$324K +$43K +1,080 +15%
BMCM
228
Bryn Mawr Capital Management
Pennsylvania
$319K
WAM
229
WNY Asset Management
New York
$316K +$314K +7,882 New
Citigroup
230
Citigroup
New York
$315K +$2.11K +53 +0.7%
SFC
231
SYM Financial Corp
Indiana
$313K -$11.3K -283 -3%
TCM
232
Triumph Capital Management
Colorado
$310K -$38.2K -958 -11%
CTWM
233
Cherry Tree Wealth Management
Minnesota
$305K
IWM
234
IHT Wealth Management
Illinois
$304K +$303K +7,603 New
Financial Engines Advisors
235
Financial Engines Advisors
California
$292K +$2.19K +55 +0.8%
AFO
236
Arrowroot Family Office
California
$292K +$1.16K +29 +0.4%
FCCM
237
First City Capital Management
Georgia
$291K -$5.78K -145 -2%
LA
238
LexAurum Advisors
Kansas
$290K
MFA
239
Morling Financial Advisors
California
$283K +$282K +7,066 New
MIM
240
Macroview Investment Management
Maryland
$281K -$56.6K -1,420 -17%
AA
241
Aufman Associates
Pennsylvania
$280K +$31.8K +799 +13%
Betterment LLC
242
Betterment LLC
New York
$279K +$278K +6,977 New
CWM
243
Congress Wealth Management
Massachusetts
$279K -$935K -23,476 -77%
AL
244
ADE LLC
Maryland
$278K
CPRC
245
Consolidated Portfolio Review Corp
New York
$277K -$132K -3,307 -32%
RA
246
Rockingstone Advisors
Massachusetts
$273K -$9.96K -250 -4%
AIFAIM
247
American Institute for Advanced Investment Management
Arizona
$269K +$268K +6,726 New
MCC
248
Money Concepts Capital
Florida
$268K -$22.5K -564 -8%
VHAM
249
Van Hulzen Asset Management
California
$268K +$267K +6,700 New
TIAA Trust, National Association
250
TIAA Trust, National Association
North Carolina
$262K +$261K +6,547 New

TOTL Hedge Fund Activity: Q1 2024 in Review

323 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2024, worth a combined $2.23B — down 20% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TOTL positions and 30 closed out — a net gain of 2 holders — while 143 added to existing stakes and 103 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $19.5M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $409M.

  • 323 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2024, up from 322 in Q4 2023.
  • Funds reported $2.23B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2024, down 20% quarter-over-quarter.
  • 32 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2024 and 30 closed out, a net change of +2 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2024 was Thrivent Financial for Lutherans, an estimated $19.5M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $409M sold.

Based on aggregated 13F filings for Q1 2024.