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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
KW
51
KWB Wealth
California
$10.3M +$5.73M +144,161 +123%
PWMAG
52
Pinnacle Wealth Management Advisory Group
New Jersey
$9.83M +$1.09M +27,435 +13%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$9.8M -$254K -6,397 -3%
SPIA
54
Steward Partners Investment Advisory
New York
$9.78M +$4.55M +114,309 +89%
SHJ
55
Sharkey, Howes & Javer
Colorado
$9.7M -$1.53M -38,567 -14%
PAG
56
Private Advisor Group
New Jersey
$9.53M +$169K +4,247 +2%
BFC
57
Bedel Financial Consulting
Indiana
$8.56M +$519K +13,058 +6%
BA
58
Ballew Advisors
Mississippi
$8.39M +$232K +5,846 +3%
NA
59
NewEdge Advisors
Louisiana
$8.18M +$942K +23,680 +13%
SWM
60
Stapp Wealth Management
Washington
$7.98M +$946K +23,799 +14%
KFGK
61
Keystone Financial Group (Kentucky)
Kentucky
$7.6M -$27K -680 -0.4%
IJWM
62
Inman Jager Wealth Management
Mississippi
$7.18M +$853K +21,454 +14%
MCM
63
MAI Capital Management
Ohio
$7.16M -$292K -7,344 -4%
SAM
64
Summit Asset Management
Tennessee
$6.81M +$28.6K +720 +0.4%
LGWM
65
Litman Gregory Wealth Management
California
$6.38M -$799K -20,080 -11%
JAG
66
Journey Advisory Group
Kentucky
$6.38M +$6.29M +158,274 New
CWM
67
Cornerstone Wealth Management
Missouri
$6.37M +$547K +13,764 +10%
AssetMark Inc
68
AssetMark Inc
California
$6.3M +$783K +19,684 +14%
Truist Financial
69
Truist Financial
North Carolina
$6.22M +$2.57M +64,596 +72%
TPA
70
Trivium Point Advisory
Connecticut
$6.17M +$11.9K +298 +0.2%
Mariner
71
Mariner
Kansas
$6.12M -$503K -12,661 -8%
EWM
72
Elmwood Wealth Management
California
$6.03M -$429K -10,800 -7%
JWBC
73
John W. Brooker & Co
California
$5.71M +$273K +6,876 +5%
BIA
74
Barry Investment Advisors
Massachusetts
$5.54M -$918K -23,087 -14%
CPWA
75
Cerro Pacific Wealth Advisors
California
$5.51M +$579K +14,566 +12%

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.