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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
WP
201
Westmount Partners
California
$597K -$431K -10,741 -41%
BI
202
Beckerman Institutional
New Jersey
$597K -$61.5K -1,530 -9%
WWM
203
Western Wealth Management
Colorado
$592K +$31.1K +775 +5%
FAIM
204
Financial Advocates Investment Management
Washington
$592K -$51.2K -1,274 -8%
Creative Planning
205
Creative Planning
Kansas
$588K +$600K +14,933 New
CWM
206
Collaborative Wealth Management
Florida
$565K -$188K -4,690 -25%
TC
207
Trilogy Capital
California
$562K +$28.7K +714 +5%
AIFAIM
208
American Institute for Advanced Investment Management
Arizona
$556K +$89.8K +2,235 +19%
PTC
209
Private Trust Company
Ohio
$553K +$119K +2,960 +27%
GIP
210
Greatmark Investment Partners
Georgia
$552K +$563K +14,025 New
BCA
211
Bay Colony Advisors
Massachusetts
$533K +$76.4K +1,902 +16%
WJWM
212
Williams Jones Wealth Management
New York
$527K
NFA
213
Northwest Financial Advisors
Virginia
$513K +$2.93K +73 +0.6%
EWA
214
EverSource Wealth Advisors
Alabama
$506K +$80 +2 +0%
EWA
215
Exencial Wealth Advisors
Oklahoma
$506K -$98K -2,441 -16%
LFAS
216
Level Four Advisory Services
Texas
$504K -$22.9K -571 -4%
LNWWM
217
Laird Norton Wetherby Wealth Management
California
$504K
FFA
218
First Foundation Advisors
California
$490K
RFS
219
Richardson Financial Services
Massachusetts
$480K -$135K -3,358 -22%
SIA
220
Strategic Investment Advisors
Michigan
$478K -$277K -6,888 -36%
AQR Capital Management
221
AQR Capital Management
Connecticut
$474K +$484K +12,042 New
CPIA
222
Cornell Pochily Investment Advisors
New York
$458K +$2.97K +74 +0.6%
VNA
223
Valley National Advisers
Pennsylvania
$452K -$151K -3,752 -25%
PA
224
PFG Advisors
Arizona
$449K +$34.9K +869 +8%
CA
225
Clearstead Advisors
Ohio
$440K +$119K +2,971 +36%

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.