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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
CHJWM
176
Carlton Hofferkamp & Jenks Wealth Management
Texas
$845K -$64.7K -1,611 -7%
CA
177
Calton & Associates
Florida
$822K +$175K +4,350 +26%
AG
178
AmeriFlex Group
Nevada
$797K +$806K +20,074 New
EL
179
EQ LLC
Washington
$795K -$33.7K -840 -4%
CPIG
180
Chicago Partners Investment Group
Illinois
$788K +$278K +6,923 +53%
VH
181
Visionary Horizons
Tennessee
$775K +$790K +19,663 New
Citadel Advisors
182
Citadel Advisors
Florida
$753K -$1.68M -41,829 -69%
KeyBank National Association
183
KeyBank National Association
Ohio
$721K
FFA
184
Farther Finance Advisors
California
$718K +$732K +18,235 New
SFWC
185
Strategic Family Wealth Counselors
New Jersey
$713K -$89.4K -2,227 -11%
LWM
186
Lionsbridge Wealth Management
Florida
$707K -$40.2K -1,000 -5%
FHA
187
Flagship Harbor Advisors
Massachusetts
$706K +$5.98K +149 +0.8%
JHCP
188
Jackson Hole Capital Partners
Oklahoma
$697K
PI
189
PFG Investments
New York
$688K +$16.2K +403 +2%
JP Morgan Chase
190
JP Morgan Chase
New York
$687K +$147K +3,663 +27%
MML Investors Services
191
MML Investors Services
Massachusetts
$684K +$3.62K +90 +0.5%
AWA
192
Arkadios Wealth Advisors
Georgia
$674K -$47.7K -1,188 -6%
CIBC World Market
193
CIBC World Market
Ontario, Canada
$628K -$19.6K -488 -3%
PFG
194
Pinnacle Financial Group
Illinois
$627K +$217K +5,415 +52%
SWTS
195
Stonehaven Wealth & Tax Solutions
Wisconsin
$627K +$639K +15,912 New
FA
196
Flagstar Advisors
New York
$626K -$34.3K -853 -5%
SFC
197
Strategic Financial Concepts
Texas
$619K +$631K +15,703 New
BFA
198
Beaumont Financial Advisors
Massachusetts
$616K +$201 +5 +0%
OC
199
Oppenheimer & Co
New York
$611K -$212K -5,286 -25%
FFS
200
Founders Financial Securities
Maryland
$599K +$9.88K +246 +2%

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.