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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
PPP
126
Private Portfolio Partners
New Jersey
$2.03M +$130K +3,230 +7%
CFG
127
Cooper Financial Group
California
$1.92M -$35.5K -885 -2%
ATFA
128
All Terrain Financial Advisors
Minnesota
$1.86M +$26.1K +649 +1%
LFP
129
Leeward Financial Partners
Washington
$1.84M +$191K +4,768 +11%
IAA
130
Independent Advisor Alliance
North Carolina
$1.8M +$1.83M +45,678 New
GEA
131
Glen Eagle Advisors
New Jersey
$1.8M +$132K +3,287 +8%
AIM
132
Advyzon Investment Management
Illinois
$1.65M +$1.69M +42,004 New
PFM
133
Peak Financial Management
Massachusetts
$1.65M +$23.7K +591 +1%
BFG
134
Bouchey Financial Group
New York
$1.64M -$53.8K -1,340 -3%
AAS
135
Avantax Advisory Services
Texas
$1.62M -$185K -4,601 -10%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$1.6M -$733K -18,239 -31%
WB
137
Webster Bank
Connecticut
$1.59M -$94.3K -2,348 -6%
1IA
138
1620 Investment Advisors
Massachusetts
$1.57M -$9.68K -241 -0.6%
BWM
139
BCS Wealth Management
Tennessee
$1.54M -$154K -3,846 -9%
GWP
140
Gateway Wealth Partners
Wisconsin
$1.49M +$103K +2,567 +7%
DIM
141
Delta Investment Management
California
$1.47M +$51.5K +1,283 +4%
KWA
142
Kingswood Wealth Advisors
California
$1.46M +$1.49M +37,167 New
TFA
143
Tranquilli Financial Advisor
New Jersey
$1.44M +$109K +2,705 +8%
Comerica Bank
144
Comerica Bank
Texas
$1.43M -$311K -7,741 -18%
CAL
145
Capital Analysts LLC
Pennsylvania
$1.42M +$456K +11,352 +46%
PCMC
146
Paragon Capital Management (Colorado)
Colorado
$1.42M -$229K -5,695 -14%
MWA
147
Medallion Wealth Advisors
Connecticut
$1.42M +$1.46M +36,310 New
RWM
148
Reston Wealth Management
Virginia
$1.41M +$5.26K +131 +0.4%
EH
149
Equitable Holdings
New York
$1.39M -$138K -3,435 -9%
TNA
150
True North Advisors
Texas
$1.29M +$624K +15,540 +90%

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.