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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
VAG
301
VisionPoint Advisory Group
Texas
$38.3K
AP
302
Atwood & Palmer
Missouri
$36.9K
PCM
303
Perritt Capital Management
Illinois
$35.6K +$638 +16 +2%
IA
304
IFP Advisors
Florida
$33.1K -$239 -6 -0.7%
IRC
305
Investors Research Corp
Georgia
$32.9K
WTA
306
Washington Trust Advisors
Massachusetts
$31.8K
AF
307
Allworth Financial
California
$24.4K +$24.3K +610 New
CP
308
Castleview Partners
Texas
$20.7K +$359 +9 +2%
BAM
309
Bellevue Asset Management
Washington
$20.3K +$4.1K +103 +26%
PNC Financial Services Group
310
PNC Financial Services Group
Pennsylvania
$20K
FHA
311
First Horizon Advisors
Tennessee
$19.5K +$877 +22 +5%
FFWM
312
Future Financial Wealth Management
Ohio
$18K +$17.9K +450 New
VWM
313
Valley Wealth Managers
New Jersey
$17.9K
SWA
314
SOA Wealth Advisors
New York
$8.05K
APC
315
Aspire Private Capital
North Carolina
$7.65K
JPWM
316
Jamison Private Wealth Management
Georgia
$7.41K +$7.37K +185 New
NC
317
NewSquare Capital
Pennsylvania
$7.09K
TCM
318
TD Capital Management
Tennessee
$4.71K +$40 +1 +0.9%
KFS
319
Kelly Financial Services
Massachusetts
$4K
GJIA
320
Glass Jacobson Investment Advisors
Maryland
$3.6K
LI
321
LRI Investments
Florida
$2.64K +$2.63K +66 New
VCM
322
Versant Capital Management
Arizona
$641
Fidelity Investments
323
Fidelity Investments
Massachusetts
$80 +$80 +2 New
TNA
324
True North Advisors
Texas
-$22.1M -548,370 Closed
CWM
325
Curi Wealth Management
North Carolina
-$9.32M -231,455 Closed

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.