We are live on ! Find out more
TOTL icon

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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$19.8B +$1.17M +29,231 +6%
SEIA
2
Signature Estate & Investment Advisors
California
$256M -$40.4M -1,005,359 -13%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$246M +$251M +6,254,689 +312,734,450%
Morgan Stanley
4
Morgan Stanley
New York
$220M -$1.32M -32,877 -0.6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$130M +$5.78M +143,827 +5%
LPL Financial
6
LPL Financial
California
$114M +$14.2M +353,616 +14%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$107M +$21M +522,369 +24%
TA
8
Tectonic Advisors
Texas
$95.9M +$3.52M +87,732 +4%
Bank of America
9
Bank of America
North Carolina
$95.4M -$3.22M -80,105 -3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$79.3M +$8.04M +200,276 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$66.4M -$7.69M -191,440 -10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$59.2M +$2.38M +59,354 +4%
Wells Fargo
13
Wells Fargo
California
$58.8M +$1.3M +32,388 +2%
UBS Group
14
UBS Group
Switzerland
$57.1M -$5.53M -137,784 -9%
CAI
15
Capital Advisors Inc
Oklahoma
$55.5M -$3.55M -88,317 -6%
KIM
16
Kestra Investment Management
Texas
$50.8M +$795K +19,795 +2%
RDIA
17
RE Dickinson Investment Advisors
Iowa
$43M +$383K +9,530 +10%
MFA
18
Morling Financial Advisors
California
$38.1M -$233K -5,803 -0.6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$34.4M -$638K -15,886 -2%
SMM
20
Stadion Money Management
Georgia
$31.3M +$4.77M +118,840 +18%
WWA
21
WCG Wealth Advisors
Nevada
$28.8M +$15M +374,288 +105%
JCM
22
Janney Capital Management
Pennsylvania
$28.3M -$2.01M -50,030 -7%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$27.4M -$358K -8,903 -1%
HI
24
Horizon Investments
North Carolina
$26.4M +$186K +4,638 +0.7%
HighTower Advisors
25
HighTower Advisors
Illinois
$26.1M -$225K -5,603 -0.8%

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.