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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
BWA
176
BlueChip Wealth Advisors
Georgia
$841K +$521K +13,103 +169%
SFWC
177
Strategic Family Wealth Counselors
New Jersey
$838K +$107K +2,694 +15%
EL
178
EQ LLC
Washington
$817K +$4.25K +107 +0.5%
Creative Planning
179
Creative Planning
Kansas
$804K +$199K +5,011 +34%
BI
180
Beckerman Institutional
New Jersey
$762K +$149K +3,754 +25%
KWA
181
Kingswood Wealth Advisors
California
$761K -$725K -18,219 -49%
Renaissance Technologies
182
Renaissance Technologies
New York
$753K -$394K -9,900 -35%
FHA
183
Flagship Harbor Advisors
Massachusetts
$729K +$6.6K +166 +0.9%
FA
184
Flagstar Advisors
New York
$722K +$81K +2,036 +13%
WWM
185
Western Wealth Management
Colorado
$722K +$114K +2,875 +19%
JHCP
186
Jackson Hole Capital Partners
Oklahoma
$713K
AWA
187
Arkadios Wealth Advisors
Georgia
$710K +$21.1K +530 +3%
FAIM
188
Financial Advocates Investment Management
Washington
$709K +$102K +2,575 +17%
M
189
MOTCO
Texas
$707K -$353K -8,882 -34%
KeyBank National Association
190
KeyBank National Association
Ohio
$673K -$63.6K -1,600 -9%
AIFAIM
191
American Institute for Advanced Investment Management
Arizona
$670K +$99.9K +2,512 +18%
CIBC World Market
192
CIBC World Market
Ontario, Canada
$651K +$8.27K +208 +1%
CA
193
Calton & Associates
Florida
$641K -$197K -4,942 -24%
FFS
194
Founders Financial Securities
Maryland
$631K +$21.1K +530 +3%
BFA
195
Beaumont Financial Advisors
Massachusetts
$630K +$40 +1 +0%
SFC
196
Strategic Financial Concepts
Texas
$622K -$10.1K -255 -2%
MSCM
197
McElhenny Sheffield Capital Management
Texas
$617K +$200K +5,029 +49%
MML Investors Services
198
MML Investors Services
Massachusetts
$614K -$84.4K -2,123 -12%
OC
199
Oppenheimer & Co
New York
$607K -$17.3K -436 -3%
CPIG
200
Chicago Partners Investment Group
Illinois
$592K -$208K -5,230 -26%

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.