We are live on ! Find out more
TOTL icon

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
HCM
101
Hollencrest Capital Management
California
$2.26M +$6.58K +165 +0.3%
FA
102
Fortis Advisors
Pennsylvania
$2.26M +$1.01M +25,265 +81%
PCMC
103
Paragon Capital Management (Colorado)
Colorado
$2.23M +$1.95K +49 +0.1%
SAM
104
Summit Asset Management
Tennessee
$2.16M +$149K +3,728 +7%
HWMC
105
Heritage Wealth Management (California)
California
$2.12M +$338K +8,477 +19%
AI
106
Auour Investments
Massachusetts
$2.02M +$76.5K +1,920 +4%
CA
107
Cetera Advisors
Colorado
$1.94M +$1.48M +37,141 +327%
BFG
108
Bouchey Financial Group
New York
$1.87M -$79.7K -2,000 -4%
RA
109
RFG Advisory
Alabama
$1.8M +$1.8M +45,068 New
Verition Fund Management
110
Verition Fund Management
Connecticut
$1.8M +$1.32M +33,000 +275%
BWM
111
BCS Wealth Management
Tennessee
$1.79M -$501K -12,583 -22%
WB
112
Webster Bank
Connecticut
$1.79M +$34.2K +858 +2%
UWM
113
USAdvisors Wealth Management
Minnesota
$1.74M +$110K +2,769 +7%
EH
114
Equitable Holdings
New York
$1.73M +$478 +12 +0%
NS
115
NBC Securities
Alabama
$1.73M -$218K -5,470 -11%
Comerica Bank
116
Comerica Bank
Texas
$1.72M -$131K -3,280 -7%
RWA
117
Redhawk Wealth Advisors
Minnesota
$1.69M +$325K +8,147 +24%
FTUS
118
Flow Traders U.S.
New York
$1.69M +$1.68M +42,200 New
CA
119
Calton & Associates
Florida
$1.59M -$74.4K -1,866 -4%
LFP
120
Leeward Financial Partners
Washington
$1.57M +$39.8K +1,000 +3%
AC
121
Addison Capital
Pennsylvania
$1.53M +$435K +10,922 +40%
JCM
122
Jacobi Capital Management
Pennsylvania
$1.51M +$68.6K +1,722 +5%
1IA
123
1620 Investment Advisors
Massachusetts
$1.47M +$41.9K +1,051 +3%
PPP
124
Private Portfolio Partners
New Jersey
$1.47M +$253K +6,338 +21%
WP
125
WMS Partners
Maryland
$1.43M +$92.4K +2,320 +7%

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.