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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
SPIA
76
Steward Partners Investment Advisory
New York
$5.06M +$146K +3,643 +3%
BCI
77
Brinker Capital Investments
Pennsylvania
$5.06M +$157K +3,921 +3%
OPS
78
Orion Portfolio Solutions
Nebraska
$5.06M +$157K +3,921 +3%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$5.05M +$1.6M +39,906 +45%
TFF
80
The Family Firm
Maryland
$4.84M +$31.5K +785 +0.4%
KW
81
KWB Wealth
California
$4.83M +$4.69M +116,751 New
TFA
82
Transamerica Financial Advisors
Florida
$4.68M -$90K -2,242 -2%
VFG
83
V2 Financial group
Illinois
$4.54M +$956K +23,802 +26%
RPA
84
Redwood Park Advisors
California
$4.34M +$4.43M +110,230 New
Jane Street
85
Jane Street
New York
$4.28M +$3.69M +91,847 +550%
PCIA
86
Prime Capital Investment Advisors
Kansas
$4.26M -$151K -3,769 -3%
FFP
87
Freedom Financial Partners
Minnesota
$4.13M +$4.21M +104,940 New
PCMU
88
Paragon Capital Management (Utah)
Utah
$3.99M -$88.8K -2,212 -2%
PWM
89
PMG Wealth Management
Illinois
$3.98M +$4.06M +101,054 New
UFA
90
US Financial Advisors
Massachusetts
$3.93M +$69.6K +1,734 +2%
CC
91
Callan Capital
California
$3.77M +$226K +5,635 +6%
VWA
92
Visionary Wealth Advisors
Illinois
$3.71M +$160K +3,973 +4%
SAM
93
Smartleaf Asset Management
Massachusetts
$3.65M -$270K -6,720 -7%
LCM
94
Lunt Capital Management
Utah
$3.65M +$933K +23,234 +34%
CWM
95
Connecticut Wealth Management
Connecticut
$3.64M -$1.27M -31,716 -26%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$3.59M +$202K +5,033 +6%
Truist Financial
97
Truist Financial
North Carolina
$3.54M +$353K +8,799 +11%
FCT
98
Family Capital Trust
Massachusetts
$3.53M
EP
99
Essential Planning
New Hampshire
$3.39M +$3.38M +84,214 New
JIP
100
Jaffetilchin Investment Partners
Florida
$3.18M +$837K +20,849 +35%

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.