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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
Corient Private Wealth
26
Corient Private Wealth
Florida
$25M +$3.57M +88,860 +17%
SLWA
27
San Luis Wealth Advisors
California
$24.3M +$24M +598,459 New
WAM
28
Weatherly Asset Management
California
$24.3M +$1.52M +37,963 +7%
PA
29
Pinnacle Associates
New York
$21.9M +$1.85M +46,076 +9%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$21.1M +$246K +6,139 +1%
HFS
31
Howard Financial Services
Texas
$21.1M -$281K -6,992 -1%
MFS
32
McNamara Financial Services
Massachusetts
$20.3M +$346K +8,607 +2%
MSFS
33
Main Street Financial Solutions
Pennsylvania
$19.6M +$900K +22,412 +5%
CIA
34
Concurrent Investment Advisors
Florida
$18M +$1.81M +45,006 +11%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$17.5M +$2.32M +57,671 +15%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$16.7M -$327K -8,154 -2%
DWP
37
Destiny Wealth Partners
Florida
$16.5M +$1.17M +29,109 +8%
DP
38
Denver PWM
Colorado
$16M +$7.79K +194 +0%
AQR Capital Management
39
AQR Capital Management
Connecticut
$15.5M +$10.6M +264,694 +224%
FWP
40
FAS Wealth Partners
Kansas
$15.4M +$637K +15,855 +4%
CCM
41
Canal Capital Management
Virginia
$14.8M +$313K +7,794 +2%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$14.4M +$852K +21,221 +6%
AWM
43
Austin Wealth Management
Texas
$14.3M +$624K +15,540 +5%
1NWS
44
1 North Wealth Services
Maryland
$14.1M -$168K -4,194 -1%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$13.7M +$79.4K +1,977 +0.6%
KW
46
KWB Wealth
California
$12.9M -$1.03M -25,687 -7%
SPIA
47
Steward Partners Investment Advisory
New York
$12.7M +$1.21M +30,138 +11%
VC
48
Vicus Capital
Pennsylvania
$12.2M +$530K +13,199 +5%
PWMAG
49
Pinnacle Wealth Management Advisory Group
New Jersey
$11.9M +$963K +23,981 +9%
SHJ
50
Sharkey, Howes & Javer
Colorado
$11.5M -$1.19M -29,661 -9%