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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$22.4M |
| 2 |
Morgan Stanley
New York
|
+$15.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.7M |
| 4 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$14.1M |
| 5 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$10.6M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$8.15M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.83M |
| 4 |
JBA
Johnson Bixby & Associates
Vancouver,
Washington
|
-$4.37M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.5M |
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.