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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
SF
276
Symphony Financial
Texas
$237K +$22.7K +564 +10%
CFAM
277
Center For Asset Management
Florida
$236K -$40.3K -1,003 -14%
Mercer Global Advisors
278
Mercer Global Advisors
Colorado
$233K -$4.51M -112,348 -95%
EIA
279
Eldridge Investment Advisors
New Hampshire
$230K -$2.68M -66,747 -92%
EWM
280
Endowment Wealth Management
Wisconsin
$227K +$232K +5,770 New
BCM
281
Brookstone Capital Management
Illinois
$226K -$1.81K -45 -0.8%
RCWM
282
Red Crane Wealth Management
California
$224K +$228K +5,688 New
UIM
283
Unified Investment Management
Georgia
$221K +$225K +5,613 New
SFM
284
Signet Financial Management
New Jersey
$221K -$124K -3,091 -36%
DSAM
285
Dock Street Asset Management
Florida
$220K
Betterment LLC
286
Betterment LLC
New York
$215K -$90.3K -2,248 -29%
DAM
287
Deltec Asset Management
New York
$213K
AI
288
Atria Investments
North Carolina
$209K +$213K +5,303 New
TPW
289
Transatlantique Private Wealth
New York
$208K +$11.6K +289 +6%
EWM
290
Executive Wealth Management
Michigan
$202K -$271K -6,747 -57%
ACM
291
Absolute Capital Management
Pennsylvania
$201K +$205K +5,114 New
DW30
292
Drucker Wealth 3.0
New Jersey
$201K -$302K -7,512 -60%
SWP
293
Stratos Wealth Partners
Ohio
$201K +$205K +5,102 New
MA
294
MCF Advisors
Kentucky
$199K +$3.81K +95 +2%
WIM
295
Westside Investment Management
California
$189K
LFA
296
Laraway Financial Advisors
Minnesota
$187K +$8.07K +201 +4%
SS
297
SBI Securities
Japan
$186K +$189K +4,713 New
WSFS
298
Wilmington Savings Fund Society
Delaware
$181K -$51.6K -1,286 -22%
GWSG
299
GPS Wealth Strategies Group
Colorado
$178K +$843 +21 +0.5%
PA
300
Parallel Advisors
California
$172K +$176K +4,377 New

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.