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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
TC
201
Trilogy Capital
California
$563K -$11.7K -295 -2%
PTC
202
Private Trust Company
Ohio
$562K -$3.94K -99 -0.7%
WAM
203
WNY Asset Management
New York
$556K +$291K +7,315 +113%
BCA
204
Bay Colony Advisors
Massachusetts
$547K +$2.27K +57 +0.4%
RFS
205
Richardson Financial Services
Massachusetts
$545K +$53.4K +1,344 +11%
PA
206
PFG Advisors
Arizona
$539K +$78.8K +1,982 +17%
WJWM
207
Williams Jones Wealth Management
New York
$539K
CWM
208
Collaborative Wealth Management
Florida
$530K -$47.4K -1,192 -8%
NFA
209
Northwest Financial Advisors
Virginia
$526K +$1.31K +33 +0.3%
EWA
210
EverSource Wealth Advisors
Alabama
$519K +$1.91K +48 +0.4%
SIA
211
Strategic Investment Advisors
Michigan
$507K +$18.3K +459 +4%
FFA
212
First Foundation Advisors
California
$501K
VA
213
Valmark Advisers
Ohio
$490K +$173K +4,360 +56%
WP
214
Westmount Partners
California
$481K -$129K -3,233 -21%
CPIA
215
Cornell Pochily Investment Advisors
New York
$470K +$1.31K +33 +0.3%
JP Morgan Chase
216
JP Morgan Chase
New York
$470K -$230K -5,796 -33%
VCA
217
Verdence Capital Advisors
Maryland
$456K +$8.59K +216 +2%
CA
218
Clearstead Advisors
Ohio
$454K +$4.29K +108 +1%
HFS
219
Heritage Financial Services
Massachusetts
$453K +$178K +4,479 +66%
AW
220
Alaethes Wealth
Nevada
$446K +$440K +11,065 New
BZWA
221
Blue Zone Wealth Advisors
California
$437K +$5.57K +140 +1%
CA
222
Continuum Advisory
Idaho
$429K -$2.5K -63 -0.6%
BWMG
223
Barnes Wealth Management Group
California
$424K +$85.1K +2,139 +26%
CGH
224
Crossmark Global Holdings
Texas
$397K +$392K +9,852 New
DAS
225
Diversify Advisory Services
Utah
$391K +$3.74K +94 +1%

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.