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State Street DoubleLine Total Return Tactical ETF
TOTL

324 hedge funds and large institutions have $2.37B invested in State Street DoubleLine Total Return Tactical ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

6% more capital invested

Capital invested by funds: $2.23B → $2.37B (+$139M)

2.25% more ownership

Funds ownership: 78.9% → 81.15% (+2.3%)

5% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 125

0% more funds holding

Funds holding: 323 → 324 (+1)

12% less funds holding in top 10

Funds holding in top 10: 25 → 22 (-3)

Holders
324
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.68%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.32%
New
28
Increased
131
Reduced
125
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$49.4M
2
MFA
Morling Financial Advisors
California
+$34.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.5M
4
SEIA
Signature Estate & Investment Advisors
California
+$9.81M
5
Morgan Stanley
Morgan Stanley
New York
+$5.83M

Top Sellers

Rank Fund Capital Flow
1
EWM
Executive Wealth Management
Michigan
-$9.69M
2
SMM
Stadion Money Management
Georgia
-$7.24M
3
Wells Fargo
Wells Fargo
California
-$5.6M
4
Bank of America
Bank of America
North Carolina
-$5.56M
5
Jane Street
Jane Street
New York
-$5.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
251
Perigon Wealth Management
California
$255K – – –
KP
252
Keel Point
Alabama
$254K -$100K -2,540 -29%
TCM
253
Triumph Capital Management
Colorado
$247K -$62.1K -1,575 -20%
PWMG
254
Prestige Wealth Management Group
New Jersey
$244K – – –
S
255
Sachetta
Massachusetts
$243K +$93.1K +2,360 +64%
SAG
256
SageView Advisory Group
California
$240K – – –
LJAC
257
L.J. Altfest & Co
New York
$240K -$18.8K -476 -7%
BCM
258
Brookstone Capital Management
Illinois
$237K +$31.8K +805 +16%
COCM
259
Charter Oak Capital Management
New Hampshire
$236K +$1.06K +27 +0.5%
CFAM
260
Center For Asset Management
Florida
$228K +$79 +2 +0%
VT
261
Vise Technologies
New York
$227K +$225K +5,717 New
AWA
262
Arete Wealth Advisors
Illinois
$226K +$224K +5,690 New
DSAM
263
Dock Street Asset Management
Florida
$222K – – –
MAG
264
M3 Advisory Group
Massachusetts
$219K +$592 +15 +0.3%
DAM
265
Deltec Asset Management
New York
$214K – – –
KPWS
266
Kestra Private Wealth Services
Texas
$213K +$212K +5,367 New
LA
267
Lifeworks Advisors
Michigan
$206K -$10.8K -275 -5%
MA
268
MCF Advisors
Kentucky
$195K -$7.06K -179 -4%
WIM
269
Westside Investment Management
California
$191K – – –
LFA
270
Laraway Financial Advisors
Minnesota
$178K – – –
GWSG
271
GPS Wealth Strategies Group
Colorado
$178K -$44K -1,115 -20%
MG
272
Mather Group
Illinois
$170K -$150K -3,808 -47%
BWP
273
Baldwin Wealth Partners
Massachusetts
$160K +$59.1K +1,498 +59%
AF
274
Allworth Financial
California
$160K +$134K +3,390 +556%
SOS
275
Silver Oak Securities
Tennessee
$152K +$35.6K +902 +31%
9 10
11
12 13

TOTL Hedge Fund Activity: Q2 2024 in Review

324 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2024, worth a combined $2.37B — up 6.2% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TOTL positions and 23 closed out — a net gain of 5 holders — while 131 added to existing stakes and 125 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $49.4M. The largest seller was Executive Wealth Management, cutting an estimated $9.69M.

  • 324 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2024, up from 323 in Q1 2024.
  • Funds reported $2.37B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 28 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2024 and 23 closed out, a net change of +5 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2024 was Carson Wealth (CWM LLC), an estimated $49.4M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2024 was Executive Wealth Management, an estimated $9.69M sold.

Based on aggregated 13F filings for Q2 2024.