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State Street DoubleLine Total Return Tactical ETF

329 hedge funds and large institutions have $3.35B invested in State Street DoubleLine Total Return Tactical ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 159 increasing their positions, 112 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 112

0% less capital invested

Capital invested by funds: $3.37B → $3.35B (-$16.2M)

0.92% less ownership

Funds ownership: 87.2%86.28% (-0.92%)

3% less funds holding

Funds holding: 338329 (-9)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

33% less call options, than puts

Call options by funds: $430K | Put options by funds: $641K

Holders
329
Holders Change
-9
Holders Change %
-2.66%
% of All Funds
4.32%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.26%
New
30
Increased
159
Reduced
112
Closed
34
Calls
$430K
Puts
$641K
Net Calls
-$211K
Net Calls Change
-$211K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$561M +$7.95K +198 +0%
Morgan Stanley
2
Morgan Stanley
New York
$231M +$7.77M +193,601 +4%
SEIA
3
Signature Estate & Investment Advisors
California
$218M +$3.17M +78,903 +1%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$174M +$36.6M +910,664 +27%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$155M +$9.62M +239,704 +7%
LPL Financial
6
LPL Financial
California
$144M +$14.6M +363,329 +11%
TA
7
Tectonic Advisors
Texas
$97.9M -$404K -10,061 -0.4%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$91.7M -$6.91M -172,093 -7%
Bank of America
9
Bank of America
North Carolina
$78.9M -$7.92M -197,152 -9%
Osaic Holdings
10
Osaic Holdings
Arizona
$74.1M -$768K -19,118 -1%
UBS Group
11
UBS Group
Switzerland
$71.6M +$639K +15,921 +0.9%
Wells Fargo
12
Wells Fargo
California
$65.8M +$447K +11,122 +0.7%
KIM
13
Kestra Investment Management
Texas
$62M -$97.2M -2,420,179 -61%
CAI
14
Capital Advisors Inc
Oklahoma
$56.6M -$318K -7,916 -0.6%
CVM
15
Cheviot Value Management
California
$44.1M +$4.14M +102,992 +11%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$42.1M +$2.44M +60,842 +6%
MFA
17
Morling Financial Advisors
California
$38.2M +$1.96M +48,780 +5%
HI
18
Horizon Investments
North Carolina
$33.6M +$529K +13,185 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$32.9M -$30.6M -760,873 -48%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$31.7M +$29.3M +730,947 +1,468%
JCM
21
Janney Capital Management
Pennsylvania
$28.8M -$459K -11,441 -2%
SMM
22
Stadion Money Management
Georgia
$28.8M +$483K +12,041 +2%
HighTower Advisors
23
HighTower Advisors
Illinois
$26.6M -$222K -5,524 -0.8%
WWA
24
WCG Wealth Advisors
Nevada
$26.3M +$415K +10,330 +2%
Raymond James Financial
25
Raymond James Financial
Florida
$25.6M +$736K +18,323 +3%