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State Street DoubleLine Total Return Tactical ETF
TOTL

337 hedge funds and large institutions have $2.56B invested in State Street DoubleLine Total Return Tactical ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 166 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 89

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $2.37B → $2.56B (+$197M)

5% more funds holding in top 10

Funds holding in top 10: 22 → 23 (+1)

4% more funds holding

Funds holding: 324 → 337 (+13)

2.05% less ownership

Funds ownership: 81.15% → 79.09% (-2.1%)

Holders
337
Holders Change
+13
Holders Change %
+4.01%
% of All Funds
4.84%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
37
Increased
166
Reduced
89
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$22.4M
2
Morgan Stanley
Morgan Stanley
New York
+$15.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.7M
4
WWA
WCG Wealth Advisors
Nevada
+$14.1M
5
SHJ
Sharkey, Howes & Javer
Colorado
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$10.6M
2
SPIA
Steward Partners Investment Advisory
New York
-$8.15M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.83M
4
JBA
Johnson Bixby & Associates
Washington
-$4.37M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$2.83M +$130K +3,193 +5%
RWA
102
Redhawk Wealth Advisors
Minnesota
$2.8M +$1.08M +26,572 +65%
CW
103
CreativeOne Wealth
Kansas
$2.75M +$154K +3,765 +6%
KPWS
104
Kestra Private Wealth Services
Texas
$2.71M +$2.45M +60,148 +1,121%
MFGM
105
Marshall Financial Group (Maryland)
Maryland
$2.7M +$7.67K +188 +0.3%
SWM
106
SK Wealth Management
Rhode Island
$2.66M +$2.76M +67,722 New
Citadel Advisors
107
Citadel Advisors
Florida
$2.52M +$2.49M +60,955 New
FA
108
Fortis Advisors
Pennsylvania
$2.51M +$148K +3,618 +6%
JIP
109
Jaffetilchin Investment Partners
Florida
$2.48M +$1.3M +31,954 +115%
GWM
110
Geneos Wealth Management
Colorado
$2.46M +$64.6K +1,583 +3%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$2.44M +$51.4K +1,259 +2%
HWMC
112
Heritage Wealth Management (California)
California
$2.43M +$54.6K +1,339 +2%
SAM
113
Summit Asset Management
Tennessee
$2.35M +$194K +4,743 +9%
Renaissance Technologies
114
Renaissance Technologies
New York
$2.26M -$494K -12,100 -18%
SA
115
Sanctuary Advisors
Indiana
$2.24M +$248K +6,090 +12%
HCM
116
Hollencrest Capital Management
California
$2.21M -$129K -3,170 -6%
AI
117
Auour Investments
Massachusetts
$2.15M +$37.9K +930 +2%
JCM
118
Jacobi Capital Management
Pennsylvania
$2.13M +$295K +7,240 +16%
CFG
119
Cooper Financial Group
California
$2.05M +$149K +3,647 +8%
PPP
120
Private Portfolio Partners
New Jersey
$2M +$262K +6,410 +15%
UWM
121
USAdvisors Wealth Management
Minnesota
$1.99M +$149K +3,655 +8%
ATFA
122
All Terrain Financial Advisors
Minnesota
$1.93M +$469K +11,489 +33%
AAS
123
Avantax Advisory Services
Texas
$1.89M +$1.3M +31,954 +233%
Comerica Bank
124
Comerica Bank
Texas
$1.83M +$49.4K +1,211 +3%
NS
125
NBC Securities
Alabama
$1.81M -$139K -3,412 -7%
3 4
5
6 7

TOTL Hedge Fund Activity: Q3 2024 in Review

337 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q3 2024, worth a combined $2.56B — up 8.3% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TOTL positions and 21 closed out — a net gain of 16 holders — while 166 added to existing stakes and 89 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $22.4M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $10.6M.

  • 337 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q3 2024, up from 324 in Q2 2024.
  • Funds reported $2.56B of State Street DoubleLine Total Return Tactical ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 37 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q3 2024 and 21 closed out, a net change of +16 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $22.4M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.