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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
WC
176
Waterloo Capital
Texas
$608K -$284K -7,126 -32%
BZWA
177
Blue Zone Wealth Advisors
California
$605K -$64K -1,606 -10%
FFS
178
Founders Financial Securities
Maryland
$597K +$21K +526 +4%
HFS
179
Heritage Financial Services
Massachusetts
$595K +$18.7K +469 +3%
OC
180
Oppenheimer & Co
New York
$588K +$32.2K +807 +6%
CGFA
181
Colton Groome Financial Advisors
North Carolina
$582K -$72.4K -1,817 -11%
PI
182
PFG Investments
New York
$581K +$578K +14,499 New
UCB
183
United Community Bank
South Carolina
$571K +$29K +727 +5%
BFA
184
Beaumont Financial Advisors
Massachusetts
$562K +$159 +4 +0%
TC
185
Trilogy Capital
California
$544K
LNWWM
186
Laird Norton Wetherby Wealth Management
California
$536K +$38.9K +975 +8%
WJWM
187
Williams Jones Wealth Management
New York
$536K
TC
188
TownSquare Capital
Utah
$533K +$531K +13,321 New
AAS
189
Avantax Advisory Services
Texas
$533K +$530K +13,308 New
MSCM
190
McElhenny Sheffield Capital Management
Texas
$530K -$4.1K -103 -0.8%
WSTAM
191
Wilbanks Smith & Thomas Asset Management
Virginia
$529K +$88.9K +2,232 +20%
WA
192
Waterford Advisors
New York
$522K
WWM
193
Western Wealth Management
Colorado
$509K -$17.8K -446 -3%
FPCG
194
Forum Private Client Group
Indiana
$507K -$267K -6,690 -35%
Creative Planning
195
Creative Planning
Kansas
$505K +$502K +12,598 New
PCG
196
Prosperity Consulting Group
Maryland
$503K -$63.7K -1,598 -11%
EWA
197
EverSource Wealth Advisors
Alabama
$503K -$454K -11,387 -47%
KWM
198
Keebeck Wealth Management
Illinois
$501K
FFA
199
First Foundation Advisors
California
$498K
CAL
200
Capital Analysts LLC
Pennsylvania
$494K +$137K +3,434 +39%

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.