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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
MWML
51
M Wealth Management LLC
California
$10.8M -$79.1K -1,989 -0.7%
PWMAG
52
Pinnacle Wealth Management Advisory Group
New Jersey
$10.8M +$959K +24,116 +10%
CRC
53
Curi RMB Capital
Illinois
$10.5M -$531K -13,365 -5%
AssetMark Inc
54
AssetMark Inc
California
$9.84M +$3.53M +88,870 +57%
PAG
55
Private Advisor Group
New Jersey
$9.8M +$310K +7,807 +3%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$9.6M -$638K -16,055 -6%
NA
57
NewEdge Advisors
Louisiana
$9.25M +$1.09M +27,504 +14%
BFC
58
Bedel Financial Consulting
Indiana
$8.64M +$21.8K +548 +0.3%
MCM
59
MAI Capital Management
Ohio
$8.38M +$1.24M +31,065 +17%
SWM
60
Stapp Wealth Management
Washington
$8.17M +$216K +5,438 +3%
BA
61
Ballew Advisors
Mississippi
$8.1M -$356K -8,965 -4%
JAG
62
Journey Advisory Group
Kentucky
$7.68M +$1.32M +33,235 +21%
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$7.49M -$184K -4,637 -2%
Mariner
64
Mariner
Kansas
$7.09M +$993K +24,984 +16%
CPWA
65
Cerro Pacific Wealth Advisors
California
$7.06M +$1.43M +36,086 +26%
CWM
66
Cornerstone Wealth Management
Missouri
$7.05M +$706K +17,746 +11%
IJWM
67
Inman Jager Wealth Management
Mississippi
$7.03M -$113K -2,837 -2%
LGWM
68
Litman Gregory Wealth Management
California
$7M +$648K +16,287 +10%
SAM
69
Summit Asset Management
Tennessee
$6.8M +$26.6K +669 +0.4%
DPI
70
Diversified Portfolios Inc
Michigan
$6.44M +$2.06M +51,788 +48%
TPA
71
Trivium Point Advisory
Connecticut
$6.09M -$55.6K -1,399 -0.9%
HWM
72
HB Wealth Management
Georgia
$6.08M -$8.05M -202,485 -57%
EWM
73
Elmwood Wealth Management
California
$6.02M +$22.1K +555 +0.4%
Truist Financial
74
Truist Financial
North Carolina
$5.79M -$396K -9,970 -6%
JIP
75
Jaffetilchin Investment Partners
Florida
$5.27M +$1.52M +38,225 +41%

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.