TOTL icon

State Street DoubleLine Total Return Tactical ETF

322 hedge funds and large institutions have $3.33B invested in State Street DoubleLine Total Return Tactical ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 155 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

33% less call options, than puts

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

Holders
322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$430K
Puts
$641K
Net Calls
Net Calls Change

Top Sellers

1 -$98.2M
2 -$31.9M
3 -$30.9M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$12.4M
5
Cerity Partners
Cerity Partners
New York
-$8.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$25M
SLWA
27
San Luis Wealth Advisors
California
$24.3M
WAM
28
Weatherly Asset Management
California
$24.3M
PA
29
Pinnacle Associates
New York
$21.9M
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$21.1M
HFS
31
Howard Financial Services
Texas
$21.1M
MFS
32
McNamara Financial Services
Massachusetts
$20.3M
MSFS
33
Main Street Financial Solutions
Pennsylvania
$19.6M
CIA
34
Concurrent Investment Advisors
Florida
$18M
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$17.5M
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$16.7M
DWP
37
Destiny Wealth Partners
Florida
$16.5M
DP
38
Denver PWM
Colorado
$16M
AQR Capital Management
39
AQR Capital Management
Connecticut
$15.5M
FWP
40
FAS Wealth Partners
Kansas
$15.4M
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$14.4M
AWM
42
Austin Wealth Management
Texas
$14.3M
1NWS
43
1 North Wealth Services
Maryland
$14.1M
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$13.7M
KW
45
KWB Wealth
California
$12.9M
SPIA
46
Steward Partners Investment Advisory
New York
$12.7M
VC
47
Vicus Capital
Pennsylvania
$12.2M
PWMAG
48
Pinnacle Wealth Management Advisory Group
New Jersey
$11.9M
SHJ
49
Sharkey, Howes & Javer
Colorado
$11.5M
KAS
50
Kestra Advisory Services
Texas
$11.3M