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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
HWM
51
HB Wealth Management
Georgia
$7.6M -$3.74M -93,920 -33%
EWM
52
Elmwood Wealth Management
California
$7.09M +$4.32M +108,413 +158%
WCM
53
Weaver Capital Management
Georgia
$6.79M +$1.56M +39,085 +30%
SWM
54
Stapp Wealth Management
Washington
$6.54M -$51K -1,281 -0.8%
PA
55
Pinnacle Associates
New York
$6.45M +$780K +19,563 +14%
JWBC
56
John W. Brooker & Co
California
$6.32M -$448K -11,234 -7%
AssetMark Inc
57
AssetMark Inc
California
$6.31M -$1.05M -26,331 -14%
TFA
58
Transamerica Financial Advisors
Florida
$5.69M +$4.57M +114,613 +418%
PCIA
59
Prime Capital Investment Advisors
Kansas
$5.46M +$365K +9,159 +7%
CAN
60
Cetera Advisor Networks
California
$5.44M +$1.2M +30,099 +28%
JP Morgan Chase
61
JP Morgan Chase
New York
$5.33M +$2.65M +66,439 +100%
CWM
62
Connecticut Wealth Management
Connecticut
$5.31M -$291K -7,299 -5%
Jane Street
63
Jane Street
New York
$5.31M -$24.5M -615,294 -82%
MW
64
MBL Wealth
North Carolina
$5.27M +$5.24M +131,574 New
BCI
65
Brinker Capital Investments
Pennsylvania
$4.9M -$4.79M -120,246 -50%
OPS
66
Orion Portfolio Solutions
Nebraska
$4.9M -$4.79M -120,246 -50%
TFF
67
The Family Firm
Maryland
$4.75M +$39.9K +1,002 +0.9%
Citadel Advisors
68
Citadel Advisors
Florida
$4.59M -$554K -13,906 -11%
AWM
69
Axxcess Wealth Management
California
$4.56M -$1.19M -29,786 -21%
CAAS
70
Capital Asset Advisory Services
Michigan
$4.53M -$1.08M -27,015 -19%
QWM
71
Quadcap Wealth Management
Texas
$4.36M +$2.49M +62,522 +135%
PCMU
72
Paragon Capital Management (Utah)
Utah
$4.05M -$25.8K -648 -0.6%
CWM
73
Cornerstone Wealth Management
Missouri
$3.95M +$391K +9,817 +11%
Renaissance Technologies
74
Renaissance Technologies
New York
$3.91M +$1.25M +31,305 +47%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$3.87M -$1.04M -25,988 -21%

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.