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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
NFA
201
Northwest Financial Advisors
Virginia
$565K +$41.8K +1,050 +8%
BCA
202
Bay Colony Advisors
Massachusetts
$563K +$17.3K +436 +3%
PCMC
203
Paragon Capital Management (Colorado)
Colorado
$560K -$512K -12,871 -48%
TC
204
Trilogy Capital
California
$559K -$1.75K -44 -0.3%
WAM
205
WNY Asset Management
New York
$547K -$6.04K -152 -1%
FAIM
206
Financial Advocates Investment Management
Washington
$539K -$166K -4,166 -24%
WJWM
207
Williams Jones Wealth Management
New York
$536K
EWA
208
EverSource Wealth Advisors
Alabama
$517K +$80 +2 +0%
JP Morgan Chase
209
JP Morgan Chase
New York
$514K +$45.6K +1,146 +10%
LNWWM
210
Laird Norton Wetherby Wealth Management
California
$513K +$508K +12,787 New
CGH
211
Crossmark Global Holdings
Texas
$513K +$117K +2,932 +30%
CWM
212
Collaborative Wealth Management
Florida
$509K -$18.3K -460 -3%
GRP
213
Global Retirement Partners
California
$487K +$483K +12,137 New
CPIA
214
Cornell Pochily Investment Advisors
New York
$482K +$14.1K +354 +3%
SIA
215
Strategic Investment Advisors
Michigan
$476K -$29.1K -731 -6%
MHS
216
M Holdings Securities
Oregon
$464K +$461K +11,588 New
BZWA
217
Blue Zone Wealth Advisors
California
$462K +$27K +679 +6%
VCA
218
Verdence Capital Advisors
Maryland
$460K +$5.41K +136 +1%
CA
219
Clearstead Advisors
Ohio
$459K +$6.68K +168 +1%
KWA
220
Kingswood Wealth Advisors
California
$455K -$302K -7,594 -40%
WP
221
Westmount Partners
California
$447K -$31.2K -785 -7%
AW
222
Alaethes Wealth
Nevada
$438K -$5.81K -146 -1%
CAG
223
Curtis Advisory Group
California
$438K +$80.3K +2,019 +23%
CA
224
Continuum Advisory
Idaho
$432K +$4.06K +102 +1%
CFG
225
Citizens Financial Group
Rhode Island
$430K +$85.3K +2,146 +25%

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.