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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$554M +$301M +7,562,050 +121%
Morgan Stanley
2
Morgan Stanley
New York
$221M -$9.62M -241,865 -4%
SEIA
3
Signature Estate & Investment Advisors
California
$212M -$59.6M -1,499,748 -22%
KIM
4
Kestra Investment Management
Texas
$159M +$58.5M +1,471,668 +59%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$143M -$233K -5,854 -0.2%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$135M +$17.3M +434,323 +15%
LPL Financial
7
LPL Financial
California
$128M +$5.58M +140,449 +5%
TA
8
Tectonic Advisors
Texas
$97.2M -$1.52M -38,123 -2%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$97M -$3.76M -94,494 -4%
Bank of America
10
Bank of America
North Carolina
$85.9M +$1.4M +35,158 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$74.1M +$720K +18,119 +1%
UBS Group
12
UBS Group
Switzerland
$70.1M +$3.37M +84,746 +5%
Wells Fargo
13
Wells Fargo
California
$64.6M +$5M +125,728 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$63.1M +$1.28M +32,092 +2%
CAI
15
Capital Advisors Inc
Oklahoma
$56.2M +$231K +5,814 +0.4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$39.2M +$899K +22,597 +2%
CVM
17
Cheviot Value Management
California
$39.1M +$381K +9,586 +1%
MFA
18
Morling Financial Advisors
California
$35.8M -$706K -17,746 -2%
HI
19
Horizon Investments
North Carolina
$32.7M +$3.5M +87,923 +12%
Jane Street
20
Jane Street
New York
$31.9M +$31.7M +796,280 New
JCM
21
Janney Capital Management
Pennsylvania
$28.9M -$496K -12,480 -2%
SMM
22
Stadion Money Management
Georgia
$27.9M -$1.94M -48,774 -7%
HighTower Advisors
23
HighTower Advisors
Illinois
$26.6M +$72.8K +1,831 +0.3%
WWA
24
WCG Wealth Advisors
Nevada
$25.5M -$4.87M -122,508 -16%
Raymond James Financial
25
Raymond James Financial
Florida
$24.5M +$1.23M +30,995 +5%

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.