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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
RIL
351
Rothschild Investment LLC
Illinois
$3.35K
GSWM
352
Golden State Wealth Management
California
$2.68K +$2.73K +68 New
LI
353
LRI Investments
Florida
$2.6K
NS
354
NBC Securities
Alabama
$1.65K -$1.75M -43,644 -100%
BTD
355
BankPlus Trust Department
Mississippi
$1.1K +$1.13K +28 New
FGC
356
Financial Gravity Companies
Texas
$1.1K +$1.13K +28 New
GFPC
357
Global Financial Private Client
Florida
$985 +$1K +25 New
VCM
358
Versant Capital Management
Arizona
$630
TRCT
359
Tower Research Capital (TRC)
New York
$591 +$321 +8 +114%
WIA
360
World Investment Advisors
California
-$5.37M -129,771 Closed
MAM
361
Milestone Asset Management
Pennsylvania
-$4.88M -117,973 Closed
BFWM
362
Bright Futures Wealth Management
New York
-$1.3M -32,351 Closed
Verition Fund Management
363
Verition Fund Management
Connecticut
-$952K -23,000 Closed
SWM
364
SilverOak Wealth Management
Minnesota
-$934K -22,556 Closed
CA
365
Cornerstone Advisory
Maryland
-$837K -20,222 Closed
BF
366
BOK Financial
Oklahoma
-$617K -15,000 Closed
WA
367
Waterford Advisors
New York
-$540K -13,041 Closed
VCM
368
Virtue Capital Management
Tennessee
-$481K -11,608 Closed
PCG
369
Prosperity Consulting Group
Maryland
-$402K -9,713 Closed
TW
370
Towerpoint Wealth
California
-$277K -6,685 Closed
CWM
371
Congress Wealth Management
Massachusetts
-$267K -6,451 Closed
PWM
372
Perigon Wealth Management
California
-$266K -6,430 Closed
VT
373
Vise Technologies
New York
-$260K -6,278 Closed
DAS
374
Dynamic Advisor Solutions
Arizona
-$259K -6,255 Closed
LJAC
375
L.J. Altfest & Co
New York
-$256K -6,188 Closed

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.