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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
WA
76
Waverly Advisors
Alabama
$5.68M +$289K +7,132 +5%
JP Morgan Chase
77
JP Morgan Chase
New York
$5.56M +$3.43M +84,623 +158%
FFP
78
Freedom Financial Partners
Minnesota
$5.52M +$290K +7,159 +6%
AssetMark Inc
79
AssetMark Inc
California
$5.48M +$1.75M +43,287 +47%
VWA
80
Visionary Wealth Advisors
Illinois
$5.3M +$1.18M +29,162 +28%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$5.18M +$1.19M +29,375 +30%
EFG
82
Ethos Financial Group
Pennsylvania
$4.83M +$2.43M +59,964 +100%
PWM
83
PMG Wealth Management
Illinois
$4.77M +$21K +519 +0.4%
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$4.75M -$4.39M -108,354 -48%
Cerity Partners
85
Cerity Partners
New York
$4.71M +$935K +23,082 +25%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$4.55M +$703K +17,372 +18%
NF
87
Napier Financial
Massachusetts
$4.53M +$4.56M +112,603 New
HI
88
Harbour Investments
Wisconsin
$4.53M -$207K -5,100 -4%
AC
89
AlphaCore Capital
California
$4.46M +$259K +6,391 +6%
PCIA
90
Prime Capital Investment Advisors
Kansas
$4.44M +$54.8K +1,354 +1%
TFA
91
Transamerica Financial Advisors
Florida
$4.4M -$177K -4,369 -4%
SAM
92
Summit Asset Management
Tennessee
$4.38M -$2.44M -60,204 -36%
LCM
93
Lunt Capital Management
Utah
$4.35M -$109K -2,684 -2%
HWM
94
HB Wealth Management
Georgia
$4.35M -$521K -12,857 -11%
RWA
95
Redhawk Wealth Advisors
Minnesota
$4.22M -$734K -18,123 -15%
VH
96
Visionary Horizons
Tennessee
$4.19M +$534K +13,176 +15%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$4.18M +$316K +7,812 +8%
PPWM
98
Premier Private Wealth Management
Florida
$4.14M +$4.18M +103,209 New
JBA
99
Johnson Bixby & Associates
Washington
$4.07M -$926K -22,878 -18%
E
100
EntreWealth
Texas
$4.07M +$591K +14,607 +17%