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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
WAM
26
Weatherly Asset Management
California
$22M +$1.55M +38,956 +8%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$21.2M +$985K +24,777 +5%
HFS
28
Howard Financial Services
Texas
$20.7M +$2.32M +58,295 +13%
MFS
29
McNamara Financial Services
Massachusetts
$19.6M +$1.09M +27,343 +6%
KAS
30
Kestra Advisory Services
Texas
$18.5M +$898K +22,571 +5%
PA
31
Pinnacle Associates
New York
$18.3M +$1.98M +49,811 +12%
MSFS
32
Main Street Financial Solutions
Pennsylvania
$17.9M +$356K +8,943 +2%
Corient Private Wealth
33
Corient Private Wealth
Florida
$16.6M +$5.24M +131,688 +47%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$15.1M -$16.3K -411 -0.1%
DWP
35
Destiny Wealth Partners
Florida
$15M +$540K +13,575 +4%
DP
36
Denver PWM
Colorado
$14.9M +$519K +13,063 +4%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$14.7M +$1.14M +28,697 +9%
AWM
38
Austin Wealth Management
Texas
$14.7M +$991K +24,919 +7%
CIA
39
Concurrent Investment Advisors
Florida
$14.6M +$2.38M +59,733 +20%
CCM
40
Canal Capital Management
Virginia
$14.3M +$1.59M +39,930 +13%
HWM
41
HB Wealth Management
Georgia
$14.3M -$1.92M -48,272 -12%
FWP
42
FAS Wealth Partners
Kansas
$14.1M +$772K +19,417 +6%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$13.8M -$665K -16,727 -5%
1NWS
44
1 North Wealth Services
Maryland
$13.1M -$1.26M -31,754 -9%
Cerity Partners
45
Cerity Partners
New York
$12.9M -$635K -15,974 -5%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$11.6M +$232K +5,830 +2%
VC
47
Vicus Capital
Pennsylvania
$11.2M -$76.3K -1,919 -0.7%
CRC
48
Curi RMB Capital
Illinois
$11.1M -$166K -4,166 -1%
MWML
49
M Wealth Management LLC
California
$10.9M -$382K -9,602 -3%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$10.3M +$6.53M +164,190 +180%

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.