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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
SHJ
51
Sharkey, Howes & Javer
Colorado
$11M -$2.22M -55,330 -17%
Corient Private Wealth
52
Corient Private Wealth
Florida
$10.7M +$6.84M +170,359 +156%
JBA
53
Johnson Bixby & Associates
Washington
$10.1M -$3.37M -83,869 -25%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$9.83M +$1.14M +28,389 +13%
PAG
55
Private Advisor Group
New Jersey
$9.15M -$1.36M -33,752 -13%
WCM
56
Weaver Capital Management
Georgia
$8.62M -$80.5K -2,005 -0.9%
PWMAG
57
Pinnacle Wealth Management Advisory Group
New Jersey
$8.53M +$718K +17,883 +9%
BA
58
Ballew Advisors
Mississippi
$8.07M +$249K +6,196 +3%
BFC
59
Bedel Financial Consulting
Indiana
$8.04M -$29.7K -740 -0.4%
KFGK
60
Keystone Financial Group (Kentucky)
Kentucky
$7.58M +$7.1M +176,894 +1,141%
MCM
61
MAI Capital Management
Ohio
$7.29M +$7.43M +185,091 New
NA
62
NewEdge Advisors
Louisiana
$7.06M +$3.02M +75,141 +72%
LGWM
63
Litman Gregory Wealth Management
California
$7.03M -$1.9M -47,375 -21%
SWM
64
Stapp Wealth Management
Washington
$6.87M +$264K +6,581 +4%
SAM
65
Summit Asset Management
Tennessee
$6.63M +$4.48M +111,544 +197%
Mariner
66
Mariner
Kansas
$6.48M +$3.46M +86,179 +110%
BIA
67
Barry Investment Advisors
Massachusetts
$6.32M -$2.34M -58,370 -27%
EWM
68
Elmwood Wealth Management
California
$6.32M -$13.2K -328 -0.2%
IJWM
69
Inman Jager Wealth Management
Mississippi
$6.17M +$6.3M +156,761 New
TPA
70
Trivium Point Advisory
Connecticut
$6.02M -$1.33M -33,208 -18%
CWM
71
Cornerstone Wealth Management
Missouri
$5.68M +$1.04M +25,945 +22%
AssetMark Inc
72
AssetMark Inc
California
$5.39M -$3.19M -79,418 -37%
JWBC
73
John W. Brooker & Co
California
$5.31M -$365K -9,096 -6%
CPWA
74
Cerro Pacific Wealth Advisors
California
$5.19M +$1.6M +39,813 +47%
ACI
75
Alpha Cubed Investments
California
$5.07M +$1.93M +48,111 +60%

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.