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State Street DoubleLine Total Return Tactical ETF

354 hedge funds and large institutions have $3.54B invested in State Street DoubleLine Total Return Tactical ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 99 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 29

66% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 99

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

8% more funds holding

Funds holding: 329354 (+25)

5% more capital invested

Capital invested by funds: $3.35B → $3.54B (+$182M)

1.41% more ownership

Funds ownership: 86.28%87.69% (+1.4%)

Holders
354
Holders Change
+25
Holders Change %
+7.6%
% of All Funds
4.31%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
60
Increased
164
Reduced
99
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$25.6M +$231K +5,710 +0.9%
WAM
27
Weatherly Asset Management
California
$25.4M +$1.3M +32,121 +5%
CIA
28
Concurrent Investment Advisors
Florida
$23.5M +$5.6M +138,299 +31%
PA
29
Pinnacle Associates
New York
$23.2M +$1.56M +38,498 +7%
HFS
30
Howard Financial Services
Texas
$21.2M +$271K +6,690 +1%
MSFS
31
Main Street Financial Solutions
Pennsylvania
$19.9M +$425K +10,485 +2%
LFS
32
Lighthouse Financial Services
California
$19.6M +$19.7M +486,548 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$19.2M +$1.82M +44,924 +10%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$19M -$2M -49,427 -9%
DWP
35
Destiny Wealth Partners
Florida
$17.2M +$732K +18,069 +4%
FWP
36
FAS Wealth Partners
Kansas
$17M +$1.66M +40,887 +11%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$16.4M -$196K -4,832 -1%
AQR Capital Management
38
AQR Capital Management
Connecticut
$16.3M +$873K +21,557 +6%
DP
39
Denver PWM
Colorado
$16M
AWM
40
Austin Wealth Management
Texas
$15.7M +$1.6M +39,408 +11%
CCM
41
Canal Capital Management
Virginia
$15.4M +$710K +17,529 +5%
WIC
42
Woodmont Investment Counsel
Tennessee
$15.2M +$15.3M +378,080 New
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$14.5M +$230K +5,680 +2%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$14.3M +$819K +20,229 +6%
1NWS
45
1 North Wealth Services
Maryland
$14.2M +$205K +5,060 +1%
SPIA
46
Steward Partners Investment Advisory
New York
$13M +$460K +11,354 +4%
NA
47
NewEdge Advisors
Louisiana
$12.7M +$1.96M +48,334 +18%
PWMAG
48
Pinnacle Wealth Management Advisory Group
New Jersey
$12.5M +$789K +19,485 +7%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$12.3M +$1.13M +27,935 +10%
VC
50
Vicus Capital
Pennsylvania
$12.2M +$68.5K +1,692 +0.6%