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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
PCMU
101
Paragon Capital Management (Utah)
Utah
$4.02M +$49.6K +1,224 +1%
BCI
102
Brinker Capital Investments
Pennsylvania
$3.95M -$1.14M -28,135 -22%
SAM
103
Smartleaf Asset Management
Massachusetts
$3.72M +$134K +3,303 +4%
ACI
104
Alpha Cubed Investments
California
$3.63M -$327K -8,065 -8%
PFG
105
Pinnacle Financial Group
Illinois
$3.63M +$651K +16,082 +22%
RPA
106
Redwood Park Advisors
California
$3.62M +$373K +9,202 +11%
FCT
107
Family Capital Trust
Massachusetts
$3.61M
UWM
108
USAdvisors Wealth Management
Minnesota
$3.47M +$432K +10,663 +14%
CW
109
CreativeOne Wealth
Kansas
$3.41M +$131K +3,229 +4%
Lido Advisors
110
Lido Advisors
California
$3.32M +$195K +4,813 +6%
WAM
111
Wakefield Asset Management
Colorado
$3.3M -$223K -5,498 -6%
Comerica Bank
112
Comerica Bank
Texas
$3.2M -$464K -11,471 -13%
AWM
113
Axxcess Wealth Management
California
$3.19M +$121K +2,987 +4%
CFG
114
Capital Financial Group
Colorado
$3.19M +$3.21M +79,205 New
HAG
115
HighPoint Advisor Group
Illinois
$3.14M +$3.16M +78,023 New
Stifel Financial
116
Stifel Financial
Missouri
$3.1M +$169K +4,184 +6%
JWBC
117
John W. Brooker & Co
California
$3.06M +$189K +4,661 +7%
HWMC
118
Heritage Wealth Management (California)
California
$2.85M +$165K +4,069 +6%
GWM
119
Geneos Wealth Management
Colorado
$2.8M +$174K +4,292 +7%
LWM
120
Lionsbridge Wealth Management
Florida
$2.41M +$100K +2,471 +4%
LFP
121
Leeward Financial Partners
Washington
$2.4M -$82.1K -2,027 -3%
SA
122
Sanctuary Advisors
Indiana
$2.3M -$182K -4,502 -7%
JCM
123
Jacobi Capital Management
Pennsylvania
$2.25M -$17.2K -426 -0.8%
CAAS
124
Capital Asset Advisory Services
Michigan
$2.22M -$247K -6,099 -10%
FA
125
Fortis Advisors
Pennsylvania
$2.2M +$40.7K +1,006 +2%