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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
AF
326
Advisornet Financial
Minnesota
-$2.95M -73,347 Closed
GFP
327
Guardian Financial Partners
California
-$1.23M -30,606 Closed
FFN
328
Focus Financial Network
Minnesota
-$907K -22,544 Closed
OMC
329
Old Mission Capital
Illinois
-$565K -14,047 Closed
NDSI
330
Newman Dignan & Sheerar Inc
Rhode Island
-$534K -13,279 Closed
AWE
331
Avidian Wealth Enterprises
Texas
-$492K -12,228 Closed
OCM
332
One Capital Management
California
-$451K -11,205 Closed
KOC
333
Koss-Olinger Consulting
Florida
-$376K -9,353 Closed
PWCM
334
Processus Wealth & Capital Management
Tennessee
-$323K -8,019 Closed
FM
335
Family Management
New York
-$299K -7,418 Closed
WW
336
Waterfront Wealth
Kansas
-$279K -6,922 Closed
AWM
337
AE Wealth Management
Kansas
-$239K -6,010 Closed
TFS
338
Thoroughbred Financial Services
Tennessee
-$208K -5,185 Closed
AWA
339
Arete Wealth Advisors
Illinois
-$206K -5,109 Closed
CGF
340
Constant Guidance Financial
Massachusetts
-$203K -5,050 Closed
FPB
341
First PREMIER Bank
South Dakota
-$106K -2,633 Closed
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
-$66.8K -1,660 Closed
HI
343
Harbour Investments
Wisconsin
-$59.5K -1,478 Closed
ASN
344
Advisory Services Network
Georgia
-$53K -1,317 Closed
FWM
345
Focused Wealth Management
New York
-$35.1K -873 Closed
FA
346
Financial Avengers
California
-$28.2K -700 Closed
BTI
347
Blue Trust Inc
Georgia
-$20K -530 Closed
HWM
348
HighMark Wealth Management
Minnesota
-$17.8K -443 Closed
TFGT
349
TS Financial Group (TSFG)
Illinois
-$9K -220 Closed
LFG
350
Larson Financial Group
Missouri
-$7.93K -197 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.