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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
TSS
276
Two Sigma Securities
New York
$209K +$206K +5,058 New
TPW
277
Transatlantique Private Wealth
New York
$207K +$204K +5,001 New
MA
278
MCF Advisors
Kentucky
$206K +$2.53K +62 +1%
LA
279
Lifeworks Advisors
Michigan
$205K -$9.47K -232 -4%
WA
280
Wealth Alliance
New York
$201K +$198K +4,848 New
SAG
281
SageView Advisory Group
California
$200K +$198K +4,841 New
WIM
282
Westside Investment Management
California
$199K – – –
LFA
283
Laraway Financial Advisors
Minnesota
$188K +$2.08K +51 +1%
GWSG
284
GPS Wealth Strategies Group
Colorado
$186K +$1.06K +26 +0.6%
BWP
285
Baldwin Wealth Partners
Massachusetts
$167K – – –
AF
286
Allworth Financial
California
$167K +$1.02K +25 +0.6%
PWMG
287
Prestige Wealth Management Group
New Jersey
$155K -$97.9K -2,400 -39%
NP
288
NorthRock Partners
Minnesota
$155K +$6.28K +154 +4%
CAL
289
Capital Advisors Ltd
Ohio
$146K – – –
HGERS
290
Householder Group Estate & Retirement Specialist
Arizona
$130K +$1.96K +48 +2%
NFSG
291
Newbridge Financial Services Group
Florida
$114K +$1.39K +34 +1%
PCM
292
Perritt Capital Management
Illinois
$75.6K +$938 +23 +1%
CA
293
CoreCap Advisors
Michigan
$75.3K -$12.9K -315 -15%
CIA
294
Cape Investment Advisory
Georgia
$73.6K +$28.6K +701 +65%
IA
295
IFP Advisors
Florida
$72.9K +$32.8K +803 +84%
FIM
296
FWL Investment Management
Texas
$72.7K +$28.4K +695 +65%
BAM
297
Bellevue Asset Management
Washington
$72.7K +$29.5K +724 +70%
TWC
298
TD Waterhouse Canada
Ontario, Canada
$66.1K – – –
AIC
299
Archer Investment Corporation
Indiana
$65.7K – – –
PB
300
Pinnacle Bancorp
Nebraska
$61.6K – – –
10 11
12
13 14

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.