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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
PWMAG
76
Pinnacle Wealth Management Advisory Group
New Jersey
$3.82M +$469K +11,768 +14%
CC
77
Callan Capital
California
$3.71M +$11.5K +289 +0.3%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$3.66M +$2.71M +67,987 +290%
SAM
79
Smartleaf Asset Management
Massachusetts
$3.61M -$468K -11,741 -12%
FCT
80
Family Capital Trust
Massachusetts
$3.59M +$4.94K +124 +0.1%
ACI
81
Alpha Cubed Investments
California
$3.59M -$590K -14,797 -14%
VWA
82
Visionary Wealth Advisors
Illinois
$3.48M +$721K +18,088 +26%
NPP
83
New Potomac Partners
Maryland
$3.48M +$15.5K +390 +0.5%
RDIA
84
RE Dickinson Investment Advisors
Iowa
$3.46M +$425K +10,657 +14%
VFG
85
V2 Financial group
Illinois
$3.27M +$139K +3,489 +4%
GVAG
86
Great Valley Advisor Group
Delaware
$3.21M -$3.5M -87,717 -52%
EB
87
Eastern Bank
Massachusetts
$3.05M
EE
88
EWG Elevate
California
$2.82M -$723K -18,134 -20%
NA
89
NewEdge Advisors
Louisiana
$2.76M +$2.58M +64,641 +1,507%
Mariner
90
Mariner
Kansas
$2.72M +$547K +13,722 +25%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$2.72M +$15.3K +383 +0.6%
SIA
92
SeaBridge Investment Advisors
New Jersey
$2.71M +$109K +2,746 +4%
NEPPG
93
New England Professional Planning Group
Rhode Island
$2.61M +$530K +13,311 +26%
LCM
94
Lunt Capital Management
Utah
$2.58M +$183K +4,592 +8%
MFGM
95
Marshall Financial Group (Maryland)
Maryland
$2.55M +$61.5K +1,543 +2%
CW
96
CreativeOne Wealth
Kansas
$2.45M +$173K +4,348 +8%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$2.37M -$92K -2,308 -4%
GWM
98
Geneos Wealth Management
Colorado
$2.3M +$195K +4,904 +9%
Stifel Financial
99
Stifel Financial
Missouri
$2.29M +$474K +11,901 +26%
EIA
100
Eldridge Investment Advisors
New Hampshire
$2.26M +$805K +20,200 +56%

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.