We are live on ! Find out more
TOTL icon

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
FCT
101
Family Capital Trust
Massachusetts
$3.6M
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$3.51M -$822K -20,680 -19%
SAM
103
Smartleaf Asset Management
Massachusetts
$3.51M -$164K -4,119 -4%
WAM
104
Wakefield Asset Management
Colorado
$3.36M +$265K +6,657 +9%
AWM
105
Axxcess Wealth Management
California
$3.32M -$159K -4,008 -5%
RPA
106
Redwood Park Advisors
California
$3.22M -$235K -5,907 -7%
CW
107
CreativeOne Wealth
Kansas
$3.21M +$242K +6,076 +8%
Stifel Financial
108
Stifel Financial
Missouri
$3.16M +$484K +12,166 +18%
Jones Financial Companies
109
Jones Financial Companies
Missouri
$3.11M +$1.02M +25,755 +50%
CAL
110
Capital Analysts LLC
Pennsylvania
$2.81M +$800K +20,115 +40%
JWBC
111
John W. Brooker & Co
California
$2.78M -$2.85M -71,787 -51%
SWM
112
SK Wealth Management
Rhode Island
$2.77M +$55.1K +1,385 +2%
UWM
113
USAdvisors Wealth Management
Minnesota
$2.71M +$378K +9,509 +16%
GWM
114
Geneos Wealth Management
Colorado
$2.67M -$2.56M -64,253 -49%
CAAS
115
Capital Asset Advisory Services
Michigan
$2.65M -$103K -2,583 -4%
E
116
EntreWealth
Texas
$2.61M -$517K -12,992 -17%
HWMC
117
Heritage Wealth Management (California)
California
$2.57M +$73.2K +1,842 +3%
SA
118
Sanctuary Advisors
Indiana
$2.5M +$20.6K +517 +0.8%
FA
119
Fortis Advisors
Pennsylvania
$2.47M +$358 +9 +0%
LWM
120
Lionsbridge Wealth Management
Florida
$2.4M +$1.02M +25,739 +76%
LFP
121
Leeward Financial Partners
Washington
$2.39M +$203K +5,097 +9%
CWM
122
Connecticut Wealth Management
Connecticut
$2.37M -$196K -4,936 -8%
JCM
123
Jacobi Capital Management
Pennsylvania
$2.33M +$77.7K +1,954 +3%
MW
124
MBL Wealth
North Carolina
$2.26M -$449K -11,283 -17%
ATFA
125
All Terrain Financial Advisors
Minnesota
$2.14M +$103K +2,586 +5%

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.