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State Street DoubleLine Total Return Tactical ETF

355 hedge funds and large institutions have $3.55B invested in State Street DoubleLine Total Return Tactical ETF in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 157 increasing their positions, 116 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 26

35% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 116

0% more capital invested

Capital invested by funds: $3.54B → $3.55B (+$15M)

0% more funds holding

Funds holding: 354355 (+1)

2.81% less ownership

Funds ownership: 87.69%84.88% (-2.8%)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

Holders
355
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
4.37%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.23%
New
42
Increased
157
Reduced
116
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$549M -$1.29K -32 -0%
Morgan Stanley
2
Morgan Stanley
New York
$271M +$8.41M +209,215 +3%
SEIA
3
Signature Estate & Investment Advisors
California
$224M +$8.18M +203,380 +4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$217M +$28.7M +714,905 +15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$164M +$14.8M +368,946 +10%
LPL Financial
6
LPL Financial
California
$163M +$10.2M +254,886 +7%
TA
7
Tectonic Advisors
Texas
$101M +$3.57M +88,823 +4%
UBS Group
8
UBS Group
Switzerland
$86.3M +$5.2M +129,337 +6%
Bank of America
9
Bank of America
North Carolina
$85.4M +$6.52M +162,082 +8%
KIM
10
Kestra Investment Management
Texas
$78.7M +$17.4M +432,741 +28%
Wells Fargo
11
Wells Fargo
California
$75.1M +$7.65M +190,160 +11%
Osaic Holdings
12
Osaic Holdings
Arizona
$69.5M -$1.66M -41,204 -2%
CAI
13
Capital Advisors Inc
Oklahoma
$55.3M -$1.59M -39,608 -3%
CVM
14
Cheviot Value Management
California
$54.8M +$4.44M +110,517 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$54.1M +$7.53M +187,383 +16%
Corient Private Wealth
16
Corient Private Wealth
Florida
$52.8M -$29.6M -736,909 -36%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$47.7M -$36.8M -914,661 -43%
MFA
18
Morling Financial Advisors
California
$43.8M +$3.67M +91,236 +9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$38M +$26.2M +651,600 +214%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$32.7M +$1.04M +25,859 +3%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$29.3M +$10.7M +267,249 +57%
SLWA
22
San Luis Wealth Advisors
California
$28.8M +$2.75M +68,363 +10%
WWA
23
WCG Wealth Advisors
Nevada
$27.2M -$243K -6,036 -0.9%
HighTower Advisors
24
HighTower Advisors
Illinois
$27.1M +$580K +14,421 +2%
HI
25
Horizon Investments
North Carolina
$26.7M -$6.84M -170,172 -20%