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State Street DoubleLine Total Return Tactical ETF

354 hedge funds and large institutions have $3.54B invested in State Street DoubleLine Total Return Tactical ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 99 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 29

66% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 99

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

8% more funds holding

Funds holding: 329354 (+25)

5% more capital invested

Capital invested by funds: $3.35B → $3.54B (+$182M)

1.41% more ownership

Funds ownership: 86.28%87.69% (+1.4%)

Holders
354
Holders Change
+25
Holders Change %
+7.6%
% of All Funds
4.31%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
60
Increased
164
Reduced
99
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$556M +$91.4K +2,258 +0%
Morgan Stanley
2
Morgan Stanley
New York
$266M +$37M +913,028 +16%
SEIA
3
Signature Estate & Investment Advisors
California
$219M +$2.8M +69,224 +1%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$191M +$18.5M +456,974 +11%
LPL Financial
5
LPL Financial
California
$155M +$11.8M +290,238 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$151M -$2.51M -61,955 -2%
TA
7
Tectonic Advisors
Texas
$98.7M +$1.54M +37,919 +2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$85.4M -$6.02M -148,666 -7%
Corient Private Wealth
9
Corient Private Wealth
Florida
$82.8M +$58.9M +1,453,731 +236%
UBS Group
10
UBS Group
Switzerland
$82.2M +$11.3M +279,151 +16%
Bank of America
11
Bank of America
North Carolina
$80M +$1.68M +41,383 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$72.1M -$1.49M -36,772 -2%
Wells Fargo
13
Wells Fargo
California
$68.4M +$3.16M +78,110 +5%
KIM
14
Kestra Investment Management
Texas
$62.3M +$867K +21,413 +1%
CAI
15
Capital Advisors Inc
Oklahoma
$57.6M +$1.5M +36,935 +3%
CVM
16
Cheviot Value Management
California
$51.2M +$7.64M +188,770 +17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$47.3M +$5.52M +136,249 +13%
MFA
18
Morling Financial Advisors
California
$40.7M +$2.79M +68,964 +7%
HI
19
Horizon Investments
North Carolina
$34.1M +$518K +12,799 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$32.1M -$524K -12,933 -2%
WWA
21
WCG Wealth Advisors
Nevada
$27.8M +$1.75M +43,262 +7%
JCM
22
Janney Capital Management
Pennsylvania
$27.1M -$1.44M -35,525 -5%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$27M -$4.5M -111,053 -14%
HighTower Advisors
24
HighTower Advisors
Illinois
$26.9M +$469K +11,587 +2%
SLWA
25
San Luis Wealth Advisors
California
$26.5M +$2.39M +59,139 +10%