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State Street DoubleLine Short Duration Total Return Tactical ETF

66 hedge funds and large institutions have $253M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

26% more capital invested

Capital invested by funds: $200M → $253M (+$52.7M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

5.01% more ownership

Funds ownership: 59.6%64.61% (+5%)

0% more funds holding

Funds holding: 6666 (0)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
11
Increased
24
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWN
26
Independent Wealth Network
Iowa
$1.23M +$1.24M +26,186 New
CCA
27
Clearwater Capital Advisors
Illinois
$1.08M +$13.2K +279 +1%
PCMU
28
Paragon Capital Management (Utah)
Utah
$1.01M -$1.59M -33,625 -61%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$967K -$60.4K -1,277 -6%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$839K +$58.3K +1,232 +7%
PCP
31
Proficio Capital Partners
Massachusetts
$835K
Jane Street
32
Jane Street
New York
$731K +$373K +7,895 +104%
GIP
33
Greatmark Investment Partners
Georgia
$707K
EFS
34
Essex Financial Services
Connecticut
$700K +$47 +1 +0%
PAG
35
Private Advisor Group
New Jersey
$691K +$15K +317 +2%
EWA
36
Exencial Wealth Advisors
Oklahoma
$671K -$463K -9,785 -41%
BAM
37
Belpointe Asset Management
Nevada
$658K +$660K +13,954 New
Stifel Financial
38
Stifel Financial
Missouri
$630K +$632K +13,358 New
BIG
39
Brookwood Investment Group
Arizona
$347K -$57.8K -1,222 -14%
XPN
40
XY Planning Network
Montana
$308K +$44.9K +950 +17%
TC
41
Trilogy Capital
California
$271K +$17K +360 +7%
SPWM
42
Smith Partners Wealth Management
North Carolina
$249K -$20.1K -425 -7%
KOC
43
Koss-Olinger Consulting
Florida
$241K -$33.9K -716 -12%
WWM
44
Walser Wealth Management
Florida
$228K +$229K +4,840 New
FSG
45
Financial Strategies Group
Michigan
$226K +$227K +4,795 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$225K +$225K +4,765 New
GEA
47
Glen Eagle Advisors
New Jersey
$218K -$58.1K -1,229 -21%
RFP
48
Root Financial Partners
California
$214K +$215K +4,547 New
LFG
49
Larson Financial Group
Missouri
$211K -$67.5K -1,428 -24%
MFG
50
Merit Financial Group
Georgia
$203K +$203K +4,299 New