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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
GWM
76
Geneos Wealth Management
Colorado
$5.27M +$2.73M +68,663 +110%
ACI
77
Alpha Cubed Investments
California
$5.08M -$108K -2,704 -2%
VFG
78
V2 Financial group
Illinois
$4.94M +$296K +7,446 +6%
TFF
79
The Family Firm
Maryland
$4.88M -$2.39M -60,122 -33%
TFA
80
Transamerica Financial Advisors
Florida
$4.73M -$61.2K -1,539 -1%
FFP
81
Freedom Financial Partners
Minnesota
$4.73M +$492K +12,364 +12%
WA
82
Waverly Advisors
Alabama
$4.71M +$4.65M +116,828 New
BCI
83
Brinker Capital Investments
Pennsylvania
$4.59M -$580K -14,587 -11%
OPS
84
Orion Portfolio Solutions
Nebraska
$4.59M -$580K -14,587 -11%
PCIA
85
Prime Capital Investment Advisors
Kansas
$4.41M +$57.1K +1,436 +1%
DPI
86
Diversified Portfolios Inc
Michigan
$4.38M +$3.38M +85,111 +361%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$4.36M +$2.69M +67,562 +166%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$4.36M -$804K -20,213 -16%
PWM
89
PMG Wealth Management
Illinois
$4.3M +$246K +6,190 +6%
UFA
90
US Financial Advisors
Massachusetts
$4.16M +$140K +3,523 +4%
EE
91
EWG Elevate
California
$4.14M +$974K +24,504 +31%
CC
92
Callan Capital
California
$4.05M +$196K +4,923 +5%
VWA
93
Visionary Wealth Advisors
Illinois
$3.94M +$145K +3,646 +4%
PCMU
94
Paragon Capital Management (Utah)
Utah
$3.9M -$177K -4,458 -4%
LCM
95
Lunt Capital Management
Utah
$3.88M +$153K +3,848 +4%
HI
96
Harbour Investments
Wisconsin
$3.76M +$3.71M +93,359 New
JIP
97
Jaffetilchin Investment Partners
Florida
$3.75M +$499K +12,548 +16%
SAM
98
Smartleaf Asset Management
Massachusetts
$3.69M -$32.5K -817 -0.9%
FCT
99
Family Capital Trust
Massachusetts
$3.62M
AWM
100
Axxcess Wealth Management
California
$3.49M +$303K +7,619 +10%

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.