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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
FIA
1
Foundations Investment Advisors
Arizona
$34.9M +$8.69M +183,882 +33%
Bank of America
2
Bank of America
North Carolina
$32.6M +$28.8M +608,476 +740%
LPL Financial
3
LPL Financial
California
$28.4M +$4.13M +87,386 +17%
Raymond James Financial
4
Raymond James Financial
Florida
$27.9M -$59.9K -1,266 -0.2%
SIG
5
Spinnaker Investment Group
California
$25.6M -$1.64M -34,675 -6%
Morgan Stanley
6
Morgan Stanley
New York
$21.7M +$2.62M +55,361 +14%
UBS Group
7
UBS Group
Switzerland
$13.1M +$8.12M +171,692 +163%
HA
8
Hofer & Associates
California
$7.25M +$186K +3,939 +3%
SC
9
Saiph Capital
New Jersey
$6.92M -$484K -10,241 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.91M +$5.73M +121,108 +2,834%
GLR
11
Great Lakes Retirement
Ohio
$4.66M +$432K +9,140 +10%
SA
12
Sanctuary Advisors
Indiana
$3.39M +$1.16M +24,527 +52%
AFO
13
Arrowroot Family Office
California
$3.13M -$1.69M -35,736 -35%
LWA
14
Lineweaver Wealth Advisors
Ohio
$2.73M +$371K +7,836 +16%
JAG
15
Journey Advisory Group
Kentucky
$2.65M -$4.55M -96,300 -63%
Citadel Advisors
16
Citadel Advisors
Florida
$2.56M +$2.57M +54,317 New
AssetMark Inc
17
AssetMark Inc
California
$2.41M -$237K -5,003 -9%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$1.88M +$34.1K +721 +2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.79M +$24.8K +525 +1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.66M +$1.67M +35,213 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.6M +$962K +20,348 +149%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.55M +$783K +16,550 +101%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.45M +$17.3K +366 +1%
FFN
24
Focus Financial Network
Minnesota
$1.39M -$1.53M -32,326 -52%
IWC
25
Integrated Wealth Concepts
Massachusetts
$1.35M +$23.8K +504 +2%