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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
WAM
26
Weatherly Asset Management
California
$22.5M +$599K +15,072 +3%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$21.4M +$242K +6,086 +1%
Corient Private Wealth
28
Corient Private Wealth
Florida
$21.1M +$4.6M +115,669 +28%
HFS
29
Howard Financial Services
Texas
$21.1M +$464K +11,666 +2%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$20.6M +$10.8M +271,382 +112%
PA
31
Pinnacle Associates
New York
$19.8M +$1.54M +38,798 +9%
MFS
32
McNamara Financial Services
Massachusetts
$19.7M +$222K +5,578 +1%
KAS
33
Kestra Advisory Services
Texas
$18.9M +$411K +10,338 +2%
MSFS
34
Main Street Financial Solutions
Pennsylvania
$18.5M +$652K +16,390 +4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$16.9M +$3.12M +78,558 +23%
CIA
36
Concurrent Investment Advisors
Florida
$16M +$1.49M +37,368 +10%
DP
37
Denver PWM
Colorado
$16M +$1.12M +28,266 +8%
DWP
38
Destiny Wealth Partners
Florida
$15.2M +$246K +6,193 +2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$15M -$63.5K -1,597 -0.4%
FWP
40
FAS Wealth Partners
Kansas
$14.6M +$550K +13,824 +4%
CCM
41
Canal Capital Management
Virginia
$14.3M +$67.7K +1,702 +0.5%
1NWS
42
1 North Wealth Services
Maryland
$14.1M +$1.06M +26,652 +8%
KW
43
KWB Wealth
California
$14M +$3.47M +87,207 +33%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$13.4M +$1.85M +46,530 +16%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$13.4M -$1.23M -30,838 -8%
AWM
46
Austin Wealth Management
Texas
$13.4M -$1.29M -32,460 -9%
SHJ
47
Sharkey, Howes & Javer
Colorado
$12.5M +$2.85M +71,666 +30%
Cerity Partners
48
Cerity Partners
New York
$12.5M -$354K -8,896 -3%
VC
49
Vicus Capital
Pennsylvania
$11.5M +$389K +9,783 +4%
SPIA
50
Steward Partners Investment Advisory
New York
$11.3M +$1.55M +38,883 +16%

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.