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State Street DoubleLine Total Return Tactical ETF

329 hedge funds and large institutions have $3.35B invested in State Street DoubleLine Total Return Tactical ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 159 increasing their positions, 112 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 112

0% less capital invested

Capital invested by funds: $3.37B → $3.35B (-$16.2M)

0.92% less ownership

Funds ownership: 87.2%86.28% (-0.92%)

3% less funds holding

Funds holding: 338329 (-9)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

33% less call options, than puts

Call options by funds: $430K | Put options by funds: $641K

Holders
329
Holders Change
-9
Holders Change %
-2.66%
% of All Funds
4.32%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.26%
New
30
Increased
159
Reduced
112
Closed
34
Calls
$430K
Puts
$641K
Net Calls
-$211K
Net Calls Change
-$211K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Endowment Wealth Management
Wisconsin
$358K +$1.81K +45 +0.5%
AT
227
American Trust
Kentucky
$357K +$7.71K +192 +2%
CA
228
Continuum Advisory
Idaho
$354K -$81.1K -2,021 -19%
AI
229
Atria Investments
North Carolina
$339K +$3.53K +88 +1%
CGFA
230
Colton Groome Financial Advisors
North Carolina
$325K +$2.01K +50 +0.6%
FSG
231
Financial Strategies Group
Michigan
$318K -$4.14K -103 -1%
BWA
232
BlueChip Wealth Advisors
Georgia
$315K -$512K -12,753 -62%
Financial Engines Advisors
233
Financial Engines Advisors
California
$313K
SFC
234
SYM Financial Corp
Indiana
$312K -$7.67K -191 -2%
CSIC
235
Clifford Swan Investment Counsel
California
$311K -$964K -24,000 -76%
SC
236
Savant Capital
Illinois
$309K -$20.6K -513 -6%
HH
237
Hilltop Holdings
Texas
$308K -$31.3K -780 -9%
VCP
238
Verus Capital Partners
Arizona
$305K +$12.4K +310 +4%
AA
239
Aufman Associates
Pennsylvania
$303K +$6.42K +160 +2%
EFS
240
Essex Financial Services
Connecticut
$303K +$3.13K +78 +1%
OBWG
241
Onyx Bridge Wealth Group
New York
$293K +$290K +7,227 New
CCB
242
Country Club Bank
Missouri
$289K -$46.9K -1,167 -14%
CTWM
243
Cherry Tree Wealth Management
Minnesota
$288K -$10.9K -271 -4%
IAA
244
Independent Advisor Alliance
North Carolina
$278K +$275K +6,842 New
KFGK
245
Keystone Financial Group (Kentucky)
Kentucky
$273K -$7.24M -180,345 -96%
AG
246
AmeriFlex Group
Nevada
$266K +$236K +5,890 +882%
MCC
247
Money Concepts Capital
Florida
$265K -$35.6K -886 -12%
FHC
248
First Heartland Consultants
Missouri
$263K +$48.5K +1,209 +23%
TNA
249
True North Advisors
Texas
$263K +$4.54K +113 +2%
MAG
250
M3 Advisory Group
Massachusetts
$263K +$6.63K +165 +3%