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State Street DoubleLine Short Duration Total Return Tactical ETF

63 hedge funds and large institutions have $181M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

73% more capital invested

Capital invested by funds: $104M → $181M (+$76.6M)

37.8% more ownership

Funds ownership: 70.73%108.53% (+38%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

13% more funds holding

Funds holding: 5663 (+7)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
0.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
25
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIP
26
Greatmark Investment Partners
Georgia
$1.14M +$307K +6,500 +37%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.13M +$34.1K +723 +3%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.1M +$60K +1,271 +6%
SRA
29
Secured Retirement Advisors
Minnesota
$1.08M -$1.56K -33 -0.1%
MCA
30
MSH Capital Advisors
Arizona
$1.03M +$13.6K +287 +1%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.01M +$1M +21,195 New
PAG
32
Private Advisor Group
New Jersey
$962K -$88.4K -1,873 -8%
HighTower Advisors
33
HighTower Advisors
Illinois
$953K +$135K +2,850 +17%
SAM
34
Synergy Asset Management
Washington
$898K +$18.7K +396 +2%
EFS
35
Essex Financial Services
Connecticut
$772K +$445K +9,428 +135%
LFG
36
Larson Financial Group
Missouri
$712K -$1.65K -35 -0.2%
SCA
37
Snowden Capital Advisors
New York
$657K -$179K -3,800 -22%
MW
38
MBL Wealth
North Carolina
$554K -$40.6K -860 -7%
Osaic Holdings
39
Osaic Holdings
Arizona
$523K +$163K +3,458 +46%
BWP
40
Baldwin Wealth Partners
Massachusetts
$519K +$517K +10,942 New
GEA
41
Glen Eagle Advisors
New Jersey
$413K -$272K -5,757 -40%
JCFM
42
JBR Co Financial Management
Oklahoma
$378K +$22K +466 +6%
Citigroup
43
Citigroup
New York
$340K +$16K +338 +5%
BI
44
Beckerman Institutional
New Jersey
$259K +$257K +5,453 New
MML Investors Services
45
MML Investors Services
Massachusetts
$229K -$19.3K -409 -8%
ACP
46
Aveo Capital Partners
Colorado
$218K -$12.9K -273 -6%
MA
47
MONECO Advisors
Connecticut
$214K -$48.8K -1,033 -19%
FTUS
48
Flow Traders U.S.
New York
$211K -$2.91M -61,601 -93%
SHJ
49
Sharkey, Howes & Javer
Colorado
$200K +$199K +4,214 New
SS
50
Sunbelt Securities
Texas
$148K -$17.2K -365 -10%

STOT Hedge Fund Activity: Q3 2024 in Review

63 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q3 2024, worth a combined $181M — up 73% from $104M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STOT positions and 3 closed out — a net gain of 7 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Winthrop Advisory Group, opening a new position worth an estimated $46.9M. The largest seller was Flow Traders U.S., cutting an estimated $2.91M.

  • 63 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $181M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q3 2024, up 73% quarter-over-quarter.
  • 10 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q3 2024 and 3 closed out, a net change of +7 holders.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q3 2024 was Winthrop Advisory Group, an estimated $46.9M added.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q3 2024 was Flow Traders U.S., an estimated $2.91M sold.

Based on aggregated 13F filings for Q3 2024.