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State Street DoubleLine Total Return Tactical ETF

346 hedge funds and large institutions have $3.02B invested in State Street DoubleLine Total Return Tactical ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 168 increasing their positions, 112 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 112

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

2.96% more ownership

Funds ownership: 82.98%85.94% (+3%)

4% less funds holding

Funds holding: 359346 (-13)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

87% less capital invested

Capital invested by funds: $22.6B → $3.02B (-$19.6B)

Holders
346
Holders Change
-13
Holders Change %
-3.62%
% of All Funds
4.64%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.32%
New
30
Increased
168
Reduced
112
Closed
34
Calls
$492K
Puts
Net Calls
+$492K
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
251
Essex Financial Services
Connecticut
$297K -$73.1K -1,838 -20%
AA
252
Aufman Associates
Pennsylvania
$296K +$2.23K +56 +0.8%
WA
253
Waterford Advisors
New York
$293K +$289K +7,271 New
CGFA
254
Colton Groome Financial Advisors
North Carolina
$289K -$39.3K -989 -12%
PA
255
Parallel Advisors
California
$284K +$107K +2,683 +61%
TDC
256
Thompson Davis & Co
Virginia
$281K +$277K +6,975 New
CAL
257
Capital Advisors Ltd
Ohio
$277K +$106K +2,671 +64%
VHAM
258
Van Hulzen Asset Management
California
$270K
TIAA Trust, National Association
259
TIAA Trust, National Association
North Carolina
$264K -$119 -3 -0%
VNA
260
Valley National Advisers
Pennsylvania
$261K -$199K -5,015 -44%
TNA
261
True North Advisors
Texas
$256K -$1.05M -26,466 -81%
AWM
262
Ariadne Wealth Management
California
$256K -$24.7K -622 -9%
MAG
263
M3 Advisory Group
Massachusetts
$248K +$5.37K +135 +2%
S
264
Sachetta
Massachusetts
$248K +$2.07K +52 +0.9%
SF
265
Symphony Financial
Texas
$247K +$7.36K +185 +3%
LFAS
266
Level Four Advisory Services
Texas
$246K -$266K -6,687 -52%
DWM
267
DKM Wealth Management
California
$245K
FPCG
268
Forum Private Client Group
Indiana
$244K -$39.6K -995 -14%
SFM
269
Signet Financial Management
New Jersey
$241K +$15.5K +389 +7%
Betterment LLC
270
Betterment LLC
New York
$237K +$16.4K +412 +8%
GHA
271
GW Henssler & Associates
Georgia
$234K +$231K +5,811 New
EIA
272
Eldridge Investment Advisors
New Hampshire
$234K
IA
273
IFP Advisors
Florida
$231K +$164K +4,115 +255%
BCM
274
Brookstone Capital Management
Illinois
$231K -$239 -6 -0.1%
DSAM
275
Dock Street Asset Management
Florida
$225K

TOTL Hedge Fund Activity: Q1 2025 in Review

346 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Total Return Tactical ETF (TOTL) for Q1 2025, worth a combined $3.02B — down 87% from $22.6B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of TOTL and 30 opened new positions — a net loss of 4 holders — while 112 trimmed existing stakes and 168 added.

The largest buyer was Kestra Investment Management, adding an estimated $47.2M. The largest seller was Quadcap Wealth Management, exiting entirely with an estimated $23.4M sold.

  • 346 institutional investors held State Street DoubleLine Total Return Tactical ETF (TOTL) as of Q1 2025, down from 359 in Q4 2024.
  • Funds reported $3.02B of State Street DoubleLine Total Return Tactical ETF stock for Q1 2025, down 87% quarter-over-quarter.
  • 30 funds opened new State Street DoubleLine Total Return Tactical ETF positions in Q1 2025 and 34 closed out, a net change of -4 holders.
  • The largest State Street DoubleLine Total Return Tactical ETF buyer in Q1 2025 was Kestra Investment Management, an estimated $47.2M added.
  • The largest State Street DoubleLine Total Return Tactical ETF seller in Q1 2025 was Quadcap Wealth Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2025.