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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
SEIA
1
Signature Estate & Investment Advisors
California
$274M +$12.1M +304,863 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$252M +$23.2K +584 +0%
Morgan Stanley
3
Morgan Stanley
New York
$231M +$6.44M +162,049 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$144M +$11.2M +282,244 +9%
LPL Financial
5
LPL Financial
California
$123M +$6.08M +152,922 +5%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$118M +$36.8M +925,629 +46%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$102M -$7.72M -194,042 -7%
KIM
8
Kestra Investment Management
Texas
$99.7M +$47.2M +1,186,839 +92%
TA
9
Tectonic Advisors
Texas
$99.2M +$1.05M +26,480 +1%
Bank of America
10
Bank of America
North Carolina
$84.9M -$12.5M -314,809 -13%
Osaic Holdings
11
Osaic Holdings
Arizona
$73.7M +$5.68M +142,858 +8%
UBS Group
12
UBS Group
Switzerland
$67M +$8.53M +214,500 +15%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$62M +$1.45M +36,385 +2%
Wells Fargo
14
Wells Fargo
California
$59.8M -$317K -7,968 -0.5%
CAI
15
Capital Advisors Inc
Oklahoma
$56.2M -$489K -12,287 -0.9%
CVM
16
Cheviot Value Management
California
$38.5M +$38.5M +967,923 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$38.5M +$3.2M +80,401 +9%
MFA
18
Morling Financial Advisors
California
$36.7M -$2.25M -56,494 -6%
WWA
19
WCG Wealth Advisors
Nevada
$30.6M +$1.08M +27,188 +4%
SMM
20
Stadion Money Management
Georgia
$30.2M -$1.84M -46,375 -6%
JCM
21
Janney Capital Management
Pennsylvania
$29.6M +$623K +15,658 +2%
HI
22
Horizon Investments
North Carolina
$29.3M +$2.46M +61,771 +9%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$26.9M -$512K -12,870 -2%
HighTower Advisors
24
HighTower Advisors
Illinois
$26.6M -$74.1K -1,864 -0.3%
Raymond James Financial
25
Raymond James Financial
Florida
$23.4M -$2.01M -50,480 -8%

TOTL Hedge Fund Activity: Q1 2025 in Review

346 of the 7,457 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.