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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
AWM
101
Axxcess Wealth Management
California
$3.11M -$170K -4,240 -5%
EB
102
Eastern Bank
Massachusetts
$3.09M
EE
103
EWG Elevate
California
$3.08M +$234K +5,837 +8%
WAM
104
Wakefield Asset Management
Colorado
$3.03M +$3.09M +77,032 New
MW
105
MBL Wealth
North Carolina
$2.98M -$694K -17,272 -19%
E
106
EntreWealth
Texas
$2.95M +$2.87M +71,427 New
CAAS
107
Capital Asset Advisory Services
Michigan
$2.77M -$494K -12,289 -15%
FLPIM
108
F.L. Putnam Investment Management
Massachusetts
$2.74M -$36.5K -910 -1%
SIA
109
SeaBridge Investment Advisors
New Jersey
$2.73M -$21.4K -532 -0.8%
SWM
110
SK Wealth Management
Rhode Island
$2.67M
CW
111
CreativeOne Wealth
Kansas
$2.64M +$18.6K +462 +0.7%
RWA
112
Redhawk Wealth Advisors
Minnesota
$2.61M -$59.7K -1,487 -2%
Stifel Financial
113
Stifel Financial
Missouri
$2.49M -$208K -5,170 -8%
GWM
114
Geneos Wealth Management
Colorado
$2.45M +$112K +2,795 +5%
FA
115
Fortis Advisors
Pennsylvania
$2.44M +$46.8K +1,165 +2%
HWMC
116
Heritage Wealth Management (California)
California
$2.43M +$119K +2,973 +5%
SOS
117
Silver Oak Securities
Tennessee
$2.36M +$1.58M +39,255 +190%
UWM
118
USAdvisors Wealth Management
Minnesota
$2.35M +$472K +11,748 +24%
SA
119
Sanctuary Advisors
Indiana
$2.33M +$96.5K +2,402 +4%
MFGM
120
Marshall Financial Group (Maryland)
Maryland
$2.26M -$316K -7,874 -12%
KPWS
121
Kestra Private Wealth Services
Texas
$2.18M -$404K -10,052 -15%
AI
122
Auour Investments
Massachusetts
$2.18M +$59.4K +1,479 +3%
HCM
123
Hollencrest Capital Management
California
$2.09M -$4.86K -121 -0.2%
JCM
124
Jacobi Capital Management
Pennsylvania
$2.08M +$47.2K +1,176 +2%
GVAG
125
Great Valley Advisor Group
Delaware
$2.06M -$863K -21,489 -29%

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.