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State Street DoubleLine Total Return Tactical ETF

359 hedge funds and large institutions have $22.6B invested in State Street DoubleLine Total Return Tactical ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

782% more capital invested

Capital invested by funds: $2.56B → $22.6B (+$20B)

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

24% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 115

7% more funds holding

Funds holding: 337359 (+22)

3.89% more ownership

Funds ownership: 79.09%82.98% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

Holders
359
Holders Change
+22
Holders Change %
+6.53%
% of All Funds
4.73%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
63
Increased
143
Reduced
115
Closed
36
Calls
$181K
Puts
Net Calls
+$181K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
251
Colton Groome Financial Advisors
North Carolina
$322K -$85.5K -2,130 -21%
MIM
252
Macroview Investment Management
Maryland
$320K +$26K +648 +9%
Financial Engines Advisors
253
Financial Engines Advisors
California
$319K +$22.5K +560 +7%
SB
254
Strategic Blueprint
Georgia
$314K +$320K +7,965 New
GRP
255
Global Retirement Partners
California
$308K
VA
256
Valmark Advisers
Ohio
$308K +$314K +7,813 New
TC
257
TownSquare Capital
Utah
$307K -$332K -8,275 -51%
BWA
258
BlueChip Wealth Advisors
Georgia
$306K -$882K -21,969 -74%
MCC
259
Money Concepts Capital
Florida
$301K +$8.15K +203 +3%
NCFG
260
New Century Financial Group
New Jersey
$297K -$13.7K -340 -4%
VF
261
Virtu Financial
New York
$294K +$300K +7,463 New
NAM
262
NTV Asset Management
West Virginia
$292K -$113K -2,825 -28%
CTWM
263
Cherry Tree Wealth Management
Minnesota
$290K
WP
264
WMS Partners
Maryland
$290K -$94.4K -2,351 -24%
AA
265
Aufman Associates
Pennsylvania
$287K +$5.1K +127 +2%
AWM
266
Ariadne Wealth Management
California
$281K +$284K +7,071 New
FPCG
267
Forum Private Client Group
Indiana
$278K -$8.11K -202 -3%
HFS
268
Heritage Financial Services
Massachusetts
$267K
VHAM
269
Van Hulzen Asset Management
California
$264K
TIAA Trust, National Association
270
TIAA Trust, National Association
North Carolina
$258K +$120 +3 +0%
WAM
271
WNY Asset Management
New York
$255K -$268K -6,671 -51%
KP
272
Keel Point
Alabama
$241K -$40.8K -1,017 -14%
S
273
Sachetta
Massachusetts
$241K +$1.08K +27 +0.4%
DWM
274
DKM Wealth Management
California
$239K +$244K +6,076 New
MAG
275
M3 Advisory Group
Massachusetts
$238K +$20.6K +514 +9%

TOTL Hedge Fund Activity: Q4 2024 in Review

359 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q4 2024, worth a combined $22.6B — up 782% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new TOTL positions and 36 closed out — a net gain of 27 holders — while 143 added to existing stakes and 115 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $251M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $40.4M.

  • 359 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2024, up from 337 in Q3 2024.
  • Funds reported $22.6B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2024, up 782% quarter-over-quarter.
  • 63 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q4 2024 and 36 closed out, a net change of +27 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q4 2024 was Fidelity Investments, an estimated $251M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q4 2024 was Signature Estate & Investment Advisors, an estimated $40.4M sold.

Based on aggregated 13F filings for Q4 2024.