State Street DoubleLine Total Return Tactical ETF
TOTL
324 hedge funds and large institutions have $2.37B invested in State Street DoubleLine Total Return Tactical ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 23 closing their positions.
22% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 23
6% more capital invested
Capital invested by funds: $2.23B → $2.37B (+$139M)
2.25% more ownership
Funds ownership: 78.9% → 81.15% (+2.3%)
5% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 125
0% more funds holding
Funds holding: 323 → 324 (+1)
12% less funds holding in top 10
Funds holding in top 10: 25 → 22 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$49.4M |
| 2 |
MFA
Morling Financial Advisors
Fremont,
California
|
+$34.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.5M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$9.81M |
| 5 |
Morgan Stanley
New York
|
+$5.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$9.69M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$7.24M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.56M |
| 5 |
Jane Street
New York
|
-$5.31M |
TOTL Hedge Fund Activity: Q2 2024 in Review
324 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2024, worth a combined $2.37B — up 6.2% from $2.23B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new TOTL positions and 23 closed out — a net gain of 5 holders — while 131 added to existing stakes and 125 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $49.4M. The largest seller was Executive Wealth Management, cutting an estimated $9.69M.
- 324 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2024, up from 323 in Q1 2024.
- Funds reported $2.37B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
- 28 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2024 and 23 closed out, a net change of +5 holders.
- The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2024 was Carson Wealth (CWM LLC), an estimated $49.4M added.
- The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2024 was Executive Wealth Management, an estimated $9.69M sold.
Based on aggregated 13F filings for Q2 2024.