We are live on ! Find out more
TOTL icon

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
KAS
51
Kestra Advisory Services
Texas
$11.3M -$7.75M -192,928 -41%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$11.2M +$1.51M +37,507 +16%
MWML
53
M Wealth Management LLC
California
$11.1M +$164K +4,083 +2%
NA
54
NewEdge Advisors
Louisiana
$10.9M +$1.49M +36,990 +16%
MCM
55
MAI Capital Management
Ohio
$10.2M +$1.7M +42,447 +20%
CRC
56
Curi RMB Capital
Illinois
$9.94M -$698K -17,373 -7%
PAG
57
Private Advisor Group
New Jersey
$9.47M -$438K -10,913 -4%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$9.19M -$12.3M -306,618 -58%
BFC
59
Bedel Financial Consulting
Indiana
$8.44M -$301K -7,501 -3%
SWM
60
Stapp Wealth Management
Washington
$8.4M +$141K +3,509 +2%
Mariner
61
Mariner
Kansas
$8M +$822K +20,464 +12%
BA
62
Ballew Advisors
Mississippi
$7.96M -$313K -7,796 -4%
LGWM
63
Litman Gregory Wealth Management
California
$7.83M +$738K +18,368 +11%
JAG
64
Journey Advisory Group
Kentucky
$7.77M +$2.93K +73 +0%
Truist Financial
65
Truist Financial
North Carolina
$7.77M +$1.89M +47,079 +33%
CPWA
66
Cerro Pacific Wealth Advisors
California
$7.61M +$472K +11,756 +7%
CWM
67
Cornerstone Wealth Management
Missouri
$7.6M +$461K +11,469 +7%
SAM
68
Summit Asset Management
Tennessee
$6.86M -$24.7K -614 -0.4%
DPI
69
Diversified Portfolios Inc
Michigan
$6.84M +$325K +8,094 +5%
IJWM
70
Inman Jager Wealth Management
Mississippi
$6.78M -$328K -8,170 -5%
JIP
71
Jaffetilchin Investment Partners
Florida
$6.61M +$1.27M +31,567 +24%
TPA
72
Trivium Point Advisory
Connecticut
$6.31M +$148K +3,683 +2%
EWM
73
Elmwood Wealth Management
California
$6.27M +$179K +4,452 +3%
VFG
74
V2 Financial group
Illinois
$5.97M +$774K +19,268 +15%
WA
75
Waverly Advisors
Alabama
$5.44M +$358K +8,909 +7%