State Street DoubleLine Total Return Tactical ETF
TOTL
322 hedge funds and large institutions have $2.79B invested in State Street DoubleLine Total Return Tactical ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 120 increasing their positions, 123 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: 25 → 27 (+2)
7% more capital invested
Capital invested by funds: $2.61B → $2.79B (+$178M)
4% more funds holding
Funds holding: 309 → 322 (+13)
0.94% more ownership
Funds ownership: 84.08% → 85.02% (+0.94%)
2% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 123
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$174M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$28.2M |
| 3 |
TNA
True North Advisors
Dallas,
Texas
|
+$19.2M |
| 4 |
Jane Street
New York
|
+$13.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$10.5M |
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
322 of the 6,859 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 $2.79B — up 6.8% from $2.61B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new TOTL positions and 28 closed out — a net gain of 15 holders — while 120 added to existing stakes and 123 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $174M. The largest seller was Brinker Capital Investments, cutting an estimated $34.4M.
- 322 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q4 2023, up from 309 in Q3 2023.
- Funds reported $2.79B of State Street DoubleLine Total Return Tactical ETF stock for Q4 2023, up 6.8% 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 Morgan Stanley, an estimated $174M 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.