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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
CHJWM
151
Carlton Hofferkamp & Jenks Wealth Management
Texas
$915K -$143K -3,581 -13%
SWM
152
SilverOak Wealth Management
Minnesota
$895K +$38.9K +976 +5%
KeyBank National Association
153
KeyBank National Association
Ohio
$889K +$188K +4,726 +27%
GEA
154
Glen Eagle Advisors
New Jersey
$878K +$408K +10,245 +88%
MFG
155
Merit Financial Group
Georgia
$856K -$998K -25,040 -53%
MML Investors Services
156
MML Investors Services
Massachusetts
$845K +$150K +3,770 +22%
LFAS
157
Level Four Advisory Services
Texas
$843K
EWA
158
Exencial Wealth Advisors
Oklahoma
$809K -$273K -6,842 -25%
PCM
159
Pointe Capital Management
Michigan
$788K +$303K +7,601 +63%
EL
160
EQ LLC
Washington
$783K +$362K +9,072 +86%
CWM
161
Collaborative Wealth Management
Florida
$758K -$87.3K -2,190 -10%
KFGK
162
Keystone Financial Group (Kentucky)
Kentucky
$740K -$95.4K -2,394 -11%
FAIM
163
Financial Advocates Investment Management
Washington
$712K -$1.62M -40,714 -70%
JHCP
164
Jackson Hole Capital Partners
Oklahoma
$709K
Baird Financial Group
165
Baird Financial Group
Wisconsin
$706K +$9.32K +234 +1%
SFC
166
Strategic Financial Concepts
Texas
$687K +$231K +5,809 +51%
SFWC
167
Strategic Family Wealth Counselors
New Jersey
$680K +$59.4K +1,490 +10%
FA
168
Flagstar Advisors
New York
$676K +$21.4K +538 +3%
FHA
169
Flagship Harbor Advisors
Massachusetts
$663K -$214K -5,366 -24%
RFS
170
Richardson Financial Services
Massachusetts
$651K -$80.2K -2,013 -11%
GAA
171
Global Assets Advisory
Florida
$645K +$1.02M +25,542 New
IGWM
172
ICA Group Wealth Management
Colorado
$623K -$345K -8,662 -36%
SIA
173
Strategic Investment Advisors
Michigan
$610K -$98.6K -2,474 -14%
HVM
174
Harvest Volatility Management
Connecticut
$610K
GLA
175
Good Life Advisors
Pennsylvania
$609K +$3.35K +84 +0.6%

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.