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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
SIG
26
Spinnaker Investment Group
California
$16.2M +$60K +1,506 +0.4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$15.6M +$504K +12,648 +3%
MSFS
28
Main Street Financial Solutions
Pennsylvania
$15.4M +$1.78M +44,622 +13%
Cerity Partners
29
Cerity Partners
New York
$14.3M -$3.57M -89,518 -20%
DP
30
Denver PWM
Colorado
$12.9M +$988K +24,804 +8%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$12.8M +$6.4M +160,540 +100%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$12.6M -$4.17M -104,633 -25%
SPIA
33
Steward Partners Investment Advisory
New York
$12.6M +$12.3M +308,260 +5,437%
DWP
34
Destiny Wealth Partners
Florida
$12.4M +$718K +18,007 +6%
CCM
35
Canal Capital Management
Virginia
$12M +$1.4M +35,034 +13%
FWP
36
FAS Wealth Partners
Kansas
$11.9M +$191K +4,798 +2%
AWM
37
Austin Wealth Management
Texas
$11.1M +$642K +16,114 +6%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$11M +$1.07M +26,770 +11%
BIA
39
Barry Investment Advisors
Massachusetts
$10.5M -$325K -8,144 -3%
CRC
40
Curi RMB Capital
Illinois
$10.4M +$10.3M +258,730 New
EWM
41
Executive Wealth Management
Michigan
$10.2M +$1.38M +34,520 +15%
VC
42
Vicus Capital
Pennsylvania
$10.1M +$451K +11,306 +5%
PAG
43
Private Advisor Group
New Jersey
$9.63M +$384K +9,627 +4%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$8.86M -$4.39M -110,192 -33%
BA
45
Ballew Advisors
Mississippi
$8.79M -$328K -8,223 -4%
KAS
46
Kestra Advisory Services
Texas
$8.54M +$6.03M +151,295 +244%
LGWM
47
Litman Gregory Wealth Management
California
$8.33M +$390K +9,776 +5%
HIG
48
Herr Investment Group
Texas
$8.14M -$737K -18,490 -8%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$8.05M +$2.44M +61,253 +44%
BFC
50
Bedel Financial Consulting
Indiana
$7.99M +$191K +4,801 +2%

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.