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State Street DoubleLine Total Return Tactical ETF
TOTL

324 hedge funds and large institutions have $2.37B invested in State Street DoubleLine Total Return Tactical ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

6% more capital invested

Capital invested by funds: $2.23B → $2.37B (+$139M)

2.25% more ownership

Funds ownership: 78.9% → 81.15% (+2.3%)

5% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 125

0% more funds holding

Funds holding: 323 → 324 (+1)

12% less funds holding in top 10

Funds holding in top 10: 25 → 22 (-3)

Holders
324
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
4.68%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.32%
New
28
Increased
131
Reduced
125
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$49.4M
2
MFA
Morling Financial Advisors
California
+$34.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.5M
4
SEIA
Signature Estate & Investment Advisors
California
+$9.81M
5
Morgan Stanley
Morgan Stanley
New York
+$5.83M

Top Sellers

Rank Fund Capital Flow
1
EWM
Executive Wealth Management
Michigan
-$9.69M
2
SMM
Stadion Money Management
Georgia
-$7.24M
3
Wells Fargo
Wells Fargo
California
-$5.6M
4
Bank of America
Bank of America
North Carolina
-$5.56M
5
Jane Street
Jane Street
New York
-$5.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
176
Beaumont Financial Advisors
Massachusetts
$621K +$63.3K +1,605 +11%
RFS
177
Richardson Financial Services
Massachusetts
$617K -$28.6K -724 -4%
OC
178
Oppenheimer & Co
New York
$615K +$31.3K +794 +5%
FFS
179
Founders Financial Securities
Maryland
$612K +$20.4K +518 +3%
EWA
180
Exencial Wealth Advisors
Oklahoma
$611K -$189K -4,803 -24%
HVM
181
Harvest Volatility Management
Connecticut
$605K – – –
SIA
182
Strategic Investment Advisors
Michigan
$586K -$18.9K -478 -3%
UCB
183
United Community Bank
South Carolina
$575K +$8.32K +211 +1%
LFAS
184
Level Four Advisory Services
Texas
$556K -$274K -6,949 -33%
AAS
185
Avantax Advisory Services
Texas
$544K +$15.7K +397 +3%
TC
186
Trilogy Capital
California
$538K -$1.85K -47 -0.3%
WJWM
187
Williams Jones Wealth Management
New York
$531K – – –
MSCM
188
McElhenny Sheffield Capital Management
Texas
$526K -$158 -4 -0%
TC
189
TownSquare Capital
Utah
$523K -$6K -152 -1%
EWA
190
EverSource Wealth Advisors
Alabama
$521K -$2.13K -54 -0.4%
VF
191
Virtu Financial
New York
$519K +$515K +13,062 New
WA
192
Waterford Advisors
New York
$518K – – –
CA
193
Clearstead Advisors
Ohio
$516K +$512K +12,991 New
LNWWM
194
Laird Norton Wetherby Wealth Management
California
$508K -$23.7K -602 -4%
DW30
195
Drucker Wealth 3.0
New Jersey
$504K +$500K +12,678 New
FFA
196
First Foundation Advisors
California
$494K – – –
SPL
197
Smart Portfolios LLC
Washington
$487K +$51.2K +1,297 +12%
WWM
198
Western Wealth Management
Colorado
$475K -$29.5K -748 -6%
Jones Financial Companies
199
Jones Financial Companies
Missouri
$469K +$308K +7,805 +194%
EWM
200
Executive Wealth Management
Michigan
$469K -$9.69M -245,602 -95%
6 7
8
9 10

TOTL Hedge Fund Activity: Q2 2024 in Review

324 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2024, worth a combined $2.37B — up 6.2% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TOTL positions and 23 closed out — a net gain of 5 holders — while 131 added to existing stakes and 125 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $49.4M. The largest seller was Executive Wealth Management, cutting an estimated $9.69M.

  • 324 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2024, up from 323 in Q1 2024.
  • Funds reported $2.37B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 28 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2024 and 23 closed out, a net change of +5 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2024 was Carson Wealth (CWM LLC), an estimated $49.4M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2024 was Executive Wealth Management, an estimated $9.69M sold.

Based on aggregated 13F filings for Q2 2024.