We are live on ! Find out more
TOTL icon

State Street DoubleLine Total Return Tactical ETF
TOTL

337 hedge funds and large institutions have $2.56B invested in State Street DoubleLine Total Return Tactical ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 166 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 89

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $2.37B → $2.56B (+$197M)

5% more funds holding in top 10

Funds holding in top 10: 22 → 23 (+1)

4% more funds holding

Funds holding: 324 → 337 (+13)

2.05% less ownership

Funds ownership: 81.15% → 79.09% (-2.1%)

Holders
337
Holders Change
+13
Holders Change %
+4.01%
% of All Funds
4.84%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
37
Increased
166
Reduced
89
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$22.4M
2
Morgan Stanley
Morgan Stanley
New York
+$15.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.7M
4
WWA
WCG Wealth Advisors
Nevada
+$14.1M
5
SHJ
Sharkey, Howes & Javer
Colorado
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$10.6M
2
SPIA
Steward Partners Investment Advisory
New York
-$8.15M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.83M
4
JBA
Johnson Bixby & Associates
Washington
-$4.37M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
251
Aufman Associates
Pennsylvania
$296K +$3.31K +81 +1%
KP
252
Keel Point
Alabama
$296K +$38.1K +935 +15%
CFAM
253
Center For Asset Management
Florida
$290K +$51.7K +1,266 +22%
HFS
254
Heritage Financial Services
Massachusetts
$280K – – –
VHAM
255
Van Hulzen Asset Management
California
$277K – – –
TW
256
Towerpoint Wealth
California
$277K +$1.35K +33 +0.5%
TIAA Trust, National Association
257
TIAA Trust, National Association
North Carolina
$271K – – –
CWM
258
Congress Wealth Management
Massachusetts
$267K -$20.8K -510 -7%
PWM
259
Perigon Wealth Management
California
$266K – – –
VT
260
Vise Technologies
New York
$260K +$22.9K +561 +10%
DAS
261
Dynamic Advisor Solutions
Arizona
$259K +$255K +6,255 New
LJAC
262
L.J. Altfest & Co
New York
$256K +$6.12K +150 +2%
S
263
Sachetta
Massachusetts
$252K +$2K +49 +0.8%
AFO
264
Arrowroot Family Office
California
$250K -$50.9K -1,248 -17%
WSFS
265
Wilmington Savings Fund Society
Delaware
$244K +$240K +5,891 New
BCM
266
Brookstone Capital Management
Illinois
$239K -$4.28K -105 -2%
HH
267
Hilltop Holdings
Texas
$237K +$234K +5,733 New
LWL
268
Leo Wealth LLC
Texas
$237K +$234K +5,726 New
DSAM
269
Dock Street Asset Management
Florida
$231K – – –
MAG
270
M3 Advisory Group
Massachusetts
$228K +$612 +15 +0.3%
BIP
271
Blueprint Investment Partners
North Carolina
$226K +$223K +5,457 New
SF
272
Symphony Financial
Texas
$226K +$223K +5,457 New
DAM
273
Deltec Asset Management
New York
$224K – – –
CAG
274
Csenge Advisory Group
Florida
$218K +$219K +5,359 New
COCM
275
Charter Oak Capital Management
New Hampshire
$215K -$30.5K -747 -13%
9 10
11
12 13

TOTL Hedge Fund Activity: Q3 2024 in Review

337 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2024, worth a combined $2.56B — up 8.3% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TOTL positions and 21 closed out — a net gain of 16 holders — while 166 added to existing stakes and 89 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $22.4M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $10.6M.

  • 337 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2024, up from 324 in Q2 2024.
  • Funds reported $2.56B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 37 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2024 and 21 closed out, a net change of +16 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $22.4M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.