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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
Raymond James Financial
26
Raymond James Financial
Florida
$24.9M +$25.3M +631,143 New
QWM
27
Quadcap Wealth Management
Texas
$23.4M +$9.25M +230,252 +63%
WAM
28
Weatherly Asset Management
California
$19.9M +$1.4M +34,927 +7%
MFS
29
McNamara Financial Services
Massachusetts
$18M -$6.66M -165,823 -27%
HFS
30
Howard Financial Services
Texas
$18M +$2.7M +67,218 +17%
KAS
31
Kestra Advisory Services
Texas
$17.2M +$3.92M +97,489 +29%
MSFS
32
Main Street Financial Solutions
Pennsylvania
$17.2M +$737K +18,354 +4%
PA
33
Pinnacle Associates
New York
$15.9M +$10.6M +262,922 +186%
HWM
34
HB Wealth Management
Georgia
$15.9M +$12.2M +303,363 +306%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$14.8M +$509K +12,679 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$14.1M -$5.44M -135,551 -27%
DWP
37
Destiny Wealth Partners
Florida
$14.1M +$1.25M +31,115 +10%
DP
38
Denver PWM
Colorado
$14M -$1.25M -31,037 -8%
1NWS
39
1 North Wealth Services
Maryland
$14M +$14.3M +356,119 New
AWM
40
Austin Wealth Management
Texas
$13.5M +$331K +8,247 +2%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$13.3M +$592K +14,730 +5%
Cerity Partners
42
Cerity Partners
New York
$13.2M -$131K -3,268 -1%
FWP
43
FAS Wealth Partners
Kansas
$13.1M +$934K +23,257 +8%
SIG
44
Spinnaker Investment Group
California
$13M -$2.2M -54,666 -14%
CCM
45
Canal Capital Management
Virginia
$12.4M -$216K -5,380 -2%
CIA
46
Concurrent Investment Advisors
Florida
$11.9M +$11.1M +275,434 +1,026%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$11.1M +$1.09M +27,246 +11%
MWML
48
M Wealth Management LLC
California
$11.1M +$11.3M +280,850 New
VC
49
Vicus Capital
Pennsylvania
$11M +$212K +5,277 +2%
CRC
50
Curi RMB Capital
Illinois
$11M +$484K +12,048 +4%

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.