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State Street DoubleLine Total Return Tactical ETF

338 hedge funds and large institutions have $3.37B invested in State Street DoubleLine Total Return Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 155 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 116

12% more capital invested

Capital invested by funds: $3.02B → $3.37B (+$350M)

1.26% more ownership

Funds ownership: 85.94%87.2% (+1.3%)

2% less funds holding

Funds holding: 346338 (-8)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

Holders
338
Holders Change
-8
Holders Change %
-2.31%
% of All Funds
4.45%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.29%
New
25
Increased
155
Reduced
116
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWMG
226
Barnes Wealth Management Group
California
$423K +$1.15K +29 +0.3%
HFS
227
Heritage Financial Services
Massachusetts
$422K -$29K -730 -6%
VT
228
Vise Technologies
New York
$417K +$414K +10,399 New
DAS
229
Diversify Advisory Services
Utah
$390K +$676 +17 +0.2%
MIM
230
Macroview Investment Management
Maryland
$380K +$52.7K +1,326 +16%
BFA
231
Beaumont Financial Advisors
Massachusetts
$372K -$253K -6,364 -41%
DC
232
Davenport & Co
Virginia
$365K
SPL
233
Smart Portfolios LLC
Washington
$359K -$24.9K -627 -7%
WC
234
Waterloo Capital
Texas
$355K -$17.8K -447 -5%
EWM
235
Endowment Wealth Management
Wisconsin
$352K +$33.2K +835 +11%
BCA
236
Bay Capital Advisors
Virginia
$350K -$769K -19,332 -69%
LA
237
LexAurum Advisors
Kansas
$350K
AT
238
American Trust
Kentucky
$346K +$343K +8,617 New
HH
239
Hilltop Holdings
Texas
$336K +$333K +8,369 New
AI
240
Atria Investments
North Carolina
$332K +$115K +2,891 +54%
CCB
241
Country Club Bank
Missouri
$331K
SC
242
Savant Capital
Illinois
$326K -$17.2K -433 -5%
GWP
243
Gateway Wealth Partners
Wisconsin
$325K -$1.47M -37,048 -82%
CGFA
244
Colton Groome Financial Advisors
North Carolina
$320K +$31.3K +788 +11%
FSG
245
Financial Strategies Group
Michigan
$316K -$7.24K -182 -2%
SFC
246
SYM Financial Corp
Indiana
$316K -$57.8K -1,454 -16%
Financial Engines Advisors
247
Financial Engines Advisors
California
$310K +$7.24K +182 +2%
UIM
248
Unified Investment Management
Georgia
$301K -$3.98K -100 -1%
MCC
249
Money Concepts Capital
Florida
$297K -$12K -301 -4%
EFS
250
Essex Financial Services
Connecticut
$296K +$1.07K +27 +0.4%

TOTL Hedge Fund Activity: Q2 2025 in Review

338 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q2 2025, worth a combined $3.37B — up 12% from $3.02B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of TOTL and 25 opened new positions — a net loss of 4 holders — while 116 trimmed existing stakes and 155 added.

The largest buyer was Fidelity Investments, adding an estimated $301M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $59.6M.

  • 338 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q2 2025, down from 346 in Q1 2025.
  • Funds reported $3.37B of State Street DoubleLine Total Return Tactical ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 25 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q2 2025 and 29 closed out, a net change of -4 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q2 2025 was Fidelity Investments, an estimated $301M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q2 2025 was Signature Estate & Investment Advisors, an estimated $59.6M sold.

Based on aggregated 13F filings for Q2 2025.