State Street DoubleLine Total Return Tactical ETF
TOTL
324 hedge funds and large institutions have $2.62B invested in State Street DoubleLine Total Return Tactical ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 121 increasing their positions, 124 reducing their positions, and 28 closing their positions.
54% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 28
8% more funds holding in top 10
Funds holding in top 10: 26 → 28 (+2)
4% more funds holding
Funds holding: 311 → 324 (+13)
0% less capital invested
Capital invested by funds: $2.62B → $2.62B (-$1.99M)
2% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 124
4.57% less ownership
Funds ownership: 84.42% → 79.85% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$28.2M |
| 2 |
TNA
True North Advisors
Dallas,
Texas
|
+$19.2M |
| 3 |
Jane Street
New York
|
+$13.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$10.5M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$9.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$34.4M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$34.4M |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$26.1M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$25.5M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$20.1M |
TOTL Hedge Fund Activity: Q4 2023 in Review
324 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q4 2023, worth a combined $2.62B — down 0.08% from $2.62B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new TOTL positions and 28 closed out — a net gain of 15 holders — while 121 added to existing stakes and 124 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $28.2M. The largest seller was Brinker Capital Investments, cutting an estimated $34.4M.
- 324 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2023, up from 311 in Q3 2023.
- Funds reported $2.62B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2023, down 0.08% quarter-over-quarter.
- 43 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q4 2023 and 28 closed out, a net change of +15 holders.
- The largest State Street DoubleLine Total Return Tactical ETF buyer in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $28.2M added.
- The largest State Street DoubleLine Total Return Tactical ETF seller in Q4 2023 was Brinker Capital Investments, an estimated $34.4M sold.
Based on aggregated 13F filings for Q4 2023.