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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
CCA
151
Cobblestone Capital Advisors
New York
$1.27M +$201K +5,017 +18%
AFP
152
Ausdal Financial Partners
Iowa
$1.27M +$1.29M +32,226 New
CSIC
153
Clifford Swan Investment Counsel
California
$1.25M
UCB
154
United Community Bank
South Carolina
$1.2M +$171K +4,255 +16%
FIM
155
Freedom Investment Management
Connecticut
$1.19M -$193K -4,799 -14%
MFG
156
Merit Financial Group
Georgia
$1.16M +$279K +6,937 +31%
Jones Financial Companies
157
Jones Financial Companies
Missouri
$1.16M +$123K +3,070 +12%
WFAG
158
Worth Financial Advisory Group
North Carolina
$1.16M -$8.35K -208 -0.7%
PCM
159
Pointe Capital Management
Michigan
$1.14M +$39.2K +975 +3%
Renaissance Technologies
160
Renaissance Technologies
New York
$1.13M -$1.04M -25,900 -48%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$1.11M +$1.13M +28,143 New
AWM
162
Avitas Wealth Management
California
$1.11M +$74.2K +1,848 +7%
M
163
MOTCO
Texas
$1.04M +$84.3K +2,098 +9%
CWA
164
Crux Wealth Advisors
California
$1.01M +$1.03M +25,739 New
BCA
165
Bay Capital Advisors
Virginia
$1.01M +$1.03M +25,691 New
PIA
166
Perennial Investment Advisors
California
$1M +$46K +1,145 +5%
GLA
167
Good Life Advisors
Pennsylvania
$983K +$21K +522 +2%
AC
168
Addison Capital
Pennsylvania
$980K -$388K -9,664 -28%
NRI
169
NFP Retirement Inc
California
$969K +$12.3K +306 +1%
AWS
170
Atria Wealth Solutions
New York
$966K -$2.72M -67,700 -73%
DCM
171
Dudley Capital Management
Virginia
$956K -$47.8K -1,190 -5%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$952K +$43.5K +1,082 +5%
CPRC
173
Consolidated Portfolio Review Corp
New York
$948K +$10.6K +264 +1%
DPI
174
Diversified Portfolios Inc
Michigan
$930K +$948K +23,603 New
FTUS
175
Flow Traders U.S.
New York
$888K +$906K +22,549 New

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.