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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
S
276
Sachetta
Massachusetts
$148K
SOS
277
Silver Oak Securities
Tennessee
$117K -$180K -4,516 -61%
NFSG
278
Newbridge Financial Services Group
Florida
$107K +$35.7K +895 +50%
CT
279
Cambridge Trust
Massachusetts
$106K +$105K +2,635 New
BWP
280
Baldwin Wealth Partners
Massachusetts
$102K
PP
281
Pacifica Partners
Canada
$101K -$6.62K -166 -6%
HGERS
282
Householder Group Estate & Retirement Specialist
Arizona
$88.8K +$25.8K +648 +41%
OAJ
283
Ogorek Anthony Joseph
New York
$84K
TIM
284
Tortoise Investment Management
New York
$78.9K -$180K -4,517 -70%
AFG
285
Albion Financial Group
Utah
$73.1K -$3.23K -81 -4%
CA
286
CoreCap Advisors
Michigan
$70K +$69.7K +1,749 New
FIM
287
Fernwood Investment Management
Massachusetts
$68.5K +$68.1K +1,710 New
US Bancorp
288
US Bancorp
Minnesota
$65.7K +$58.4K +1,465 +837%
AIC
289
Archer Investment Corporation
Indiana
$63.6K
TWC
290
TD Waterhouse Canada
Ontario, Canada
$63.3K
SWM
291
Spire Wealth Management
Virginia
$60.2K
PB
292
Pinnacle Bancorp
Nebraska
$59.6K -$3.83K -96 -6%
CPA
293
Clear Point Advisors
New York
$56.2K +$80 +2 +0.1%
Bank of Montreal
294
Bank of Montreal
Ontario, Canada
$53.7K -$16.8K -422 -24%
CFGS
295
Concourse Financial Group Securities
Alabama
$50.4K -$15.3K -384 -23%
OIA
296
Optimum Investment Advisors
Illinois
$48.1K
FIM
297
FWL Investment Management
Texas
$46.6K +$4.3K +108 +10%
CSC
298
Caldwell Sutter Capital
California
$46.5K +$5.98K +150 +15%
MA
299
Montag & Associates
Georgia
$44.8K
CIA
300
Cape Investment Advisory
Georgia
$39.9K -$1.44K -36 -3%

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.