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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
LJAC
251
L.J. Altfest & Co
New York
$261K +$30.4K +763 +13%
PWH
252
Priebe Wealth Holdings
Minnesota
$260K -$43.8K -1,100 -14%
PWM
253
Perigon Wealth Management
California
$258K
PWMG
254
Prestige Wealth Management Group
New Jersey
$246K
Qube Research & Technologies (QRT)
255
Qube Research & Technologies (QRT)
United Kingdom
$242K -$173K -4,341 -42%
Truist Financial
256
Truist Financial
North Carolina
$237K +$235K +5,907 New
COCM
257
Charter Oak Capital Management
New Hampshire
$236K -$25.1K -631 -10%
CFAM
258
Center For Asset Management
Florida
$230K -$13K -326 -5%
DSAM
259
Dock Street Asset Management
Florida
$224K
GWSG
260
GPS Wealth Strategies Group
Colorado
$224K -$6.1K -153 -3%
T
261
Tidemark
California
$220K -$43.1K -1,081 -16%
MAG
262
M3 Advisory Group
Massachusetts
$220K +$15.3K +385 +8%
LA
263
Lifeworks Advisors
Michigan
$219K -$101K -2,527 -32%
DC
264
Davenport & Co
Virginia
$219K -$77.7K -1,951 -26%
DAM
265
Deltec Asset Management
New York
$216K
PBF
266
Petix & Botte Financial
California
$210K +$209K +5,241 New
MA
267
MCF Advisors
Kentucky
$204K +$1.71K +43 +0.9%
BCM
268
Brookstone Capital Management
Illinois
$203K +$202K +5,077 New
CAL
269
Capital Advisors Ltd
Ohio
$202K -$87.8K -2,203 -30%
TPW
270
Transatlantique Private Wealth
New York
$200K
WIM
271
Westside Investment Management
California
$192K
LFA
272
Laraway Financial Advisors
Minnesota
$180K -$4.86K -122 -3%
Jones Financial Companies
273
Jones Financial Companies
Missouri
$161K +$160K +4,014 New
FGAM
274
Financial Gravity Asset Management
Texas
$150K +$149K +3,743 New
William Blair & Company
275
William Blair & Company
Illinois
$149K -$102K -2,550 -41%

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.