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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
RIA
201
Realta Investment Advisors
Delaware
$490K +$113K +2,827 +30%
CIBC World Market
202
CIBC World Market
Ontario, Canada
$480K +$89.5K +2,247 +23%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$475K +$19.2K +482 +4%
NP
204
NorthRock Partners
Minnesota
$470K +$144K +3,620 +45%
CPIA
205
Cornell Pochily Investment Advisors
New York
$469K -$20.9K -525 -4%
ACP
206
Aveo Capital Partners
Colorado
$450K -$3.09M -77,452 -87%
CPIG
207
Chicago Partners Investment Group
Illinois
$443K +$22.2K +556 +5%
VCP
208
Verus Capital Partners
Arizona
$442K -$55.4K -1,390 -11%
SPL
209
Smart Portfolios LLC
Washington
$439K +$40 +1 +0%
VCA
210
Verdence Capital Advisors
Maryland
$431K +$3.35K +84 +0.8%
BCA
211
Bay Colony Advisors
Massachusetts
$431K -$55.4K -1,391 -11%
HIC
212
Hartline Investment Corp
Illinois
$431K +$429K +10,755 New
CFG
213
Citizens Financial Group
Rhode Island
$430K +$114K +2,862 +36%
HFAS
214
Hummer Financial Advisory Services
Illinois
$429K
NAM
215
NTV Asset Management
West Virginia
$411K -$95.6K -2,400 -19%
SC
216
Savant Capital
Illinois
$397K -$8.33K -209 -2%
CCB
217
Country Club Bank
Missouri
$396K
PTC
218
Private Trust Company
Ohio
$392K +$2.95K +74 +0.8%
FSG
219
Financial Strategies Group
Michigan
$383K +$32.9K +826 +9%
KP
220
Keel Point
Alabama
$350K
CA
221
Continuum Advisory
Idaho
$341K -$40.1K -1,007 -10%
SFM
222
Signet Financial Management
New Jersey
$339K
PA
223
PFG Advisors
Arizona
$336K +$11.4K +287 +4%
GRP
224
Global Retirement Partners
California
$331K -$8.29K -208 -2%
HA
225
Hofer & Associates
California
$325K +$67.7K +1,699 +26%

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.