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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
UCB
151
United Community Bank
South Carolina
$1.34M +$112K +2,808 +9%
Lido Advisors
152
Lido Advisors
California
$1.32M +$1.3M +32,725 New
AWS
153
Atria Wealth Solutions
New York
$1.3M +$305K +7,668 +31%
WB
154
Webster Bank
Connecticut
$1.29M -$327K -8,218 -20%
CSIC
155
Clifford Swan Investment Counsel
California
$1.28M
CCA
156
Cobblestone Capital Advisors
New York
$1.27M -$34.6K -869 -3%
MSAM
157
Moloney Securities Asset Management
Missouri
$1.24M +$1.23M +30,894 New
PCM
158
Pointe Capital Management
Michigan
$1.22M +$54.2K +1,363 +5%
SOS
159
Silver Oak Securities
Tennessee
$1.2M -$1.2M -30,112 -50%
FIM
160
Freedom Investment Management
Connecticut
$1.19M -$26.6K -670 -2%
BCA
161
Bay Capital Advisors
Virginia
$1.13M +$94.3K +2,372 +9%
CPRC
162
Consolidated Portfolio Review Corp
New York
$1.1M +$128K +3,225 +13%
PCMC
163
Paragon Capital Management (Colorado)
Colorado
$1.08M -$363K -9,134 -25%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$1.08M -$54.8K -1,379 -5%
PIA
165
Perennial Investment Advisors
California
$1.03M +$4.73K +119 +0.5%
CWA
166
Crux Wealth Advisors
California
$1.03M -$5.29K -133 -0.5%
VA
167
VestGen Advisors
Illinois
$1.02M +$1.01M +25,300 New
GLA
168
Good Life Advisors
Pennsylvania
$1.01M +$8.23K +207 +0.8%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$988K +$14.8K +373 +2%
DCM
170
Dudley Capital Management
Virginia
$967K -$9.94K -250 -1%
FFA
171
Farther Finance Advisors
California
$933K +$198K +4,979 +27%
PI
172
PFG Investments
New York
$925K +$219K +5,506 +32%
AC
173
Addison Capital
Pennsylvania
$916K -$85.3K -2,145 -9%
GIP
174
Greatmark Investment Partners
Georgia
$895K +$326K +8,200 +58%
CHJWM
175
Carlton Hofferkamp & Jenks Wealth Management
Texas
$844K

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.