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State Street DoubleLine Short Duration Total Return Tactical ETF
STOT

63 hedge funds and large institutions have $134M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

0% more funds holding

Funds holding: 63 → 63 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

26% less capital invested

Capital invested by funds: $181M → $134M (-$47.2M)

31.42% less ownership

Funds ownership: 108.53% → 77.11% (-31%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
25
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$3.36M
2
Bank of America
Bank of America
North Carolina
+$3.11M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.96M
4
PCP
Proficio Capital Partners
Massachusetts
+$2.2M
5
Morgan Stanley
Morgan Stanley
New York
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
WAG
Winthrop Advisory Group
Massachusetts
-$50.4M
2
PCMU
Paragon Capital Management (Utah)
Utah
-$3.74M
3
VF
Virtu Financial
New York
-$2.37M
4
Jane Street
Jane Street
New York
-$1.46M
5
LWA
Lineweaver Wealth Advisors
Ohio
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.15M +$69K +1,467 +6%
SRA
27
Secured Retirement Advisors
Minnesota
$1.06M -$9.73K -207 -0.9%
MCA
28
MSH Capital Advisors
Arizona
$1.04M +$17.8K +379 +2%
PAG
29
Private Advisor Group
New Jersey
$960K +$10.3K +220 +1%
GIP
30
Greatmark Investment Partners
Georgia
$832K -$294K -6,250 -26%
Citadel Advisors
31
Citadel Advisors
Florida
$738K -$481K -10,227 -39%
EFS
32
Essex Financial Services
Connecticut
$731K -$37.3K -793 -5%
LFG
33
Larson Financial Group
Missouri
$678K -$24.5K -520 -3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$643K -$351K -7,472 -35%
SCA
35
Snowden Capital Advisors
New York
$602K -$47K -1,000 -7%
MW
36
MBL Wealth
North Carolina
$523K -$23.5K -500 -4%
GEA
37
Glen Eagle Advisors
New Jersey
$388K -$19.7K -418 -5%
Osaic Holdings
38
Osaic Holdings
Arizona
$338K -$178K -3,788 -34%
BI
39
Beckerman Institutional
New Jersey
$281K +$25.4K +540 +10%
WWM
40
Western Wealth Management
Colorado
$257K +$258K +5,491 New
TC
41
Trilogy Capital
California
$237K +$238K +5,064 New
Raymond James Financial
42
Raymond James Financial
Florida
$225K +$225K +4,792 New
ACP
43
Aveo Capital Partners
Colorado
$215K – – –
MA
44
MONECO Advisors
Connecticut
$211K – – –
Citigroup
45
Citigroup
New York
$159K -$178K -3,778 -53%
SS
46
Sunbelt Securities
Texas
$135K -$11.4K -243 -8%
PCFFS
47
Pacific Center for Financial Services
California
$87.6K +$611 +13 +0.7%
PTC
48
Private Trust Company
Ohio
$72.3K +$48.1K +1,022 +197%
VNA
49
Valley National Advisers
Pennsylvania
$70K – – –
CAL
50
Capital Advisors Ltd
Ohio
$41K +$4K +85 +11%
1
2
3

STOT Hedge Fund Activity: Q4 2024 in Review

63 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q4 2024, worth a combined $134M — down 26% from $181M a quarter earlier.

Fund positioning in STOT was balanced in Q4 2024: 9 funds opened new positions, 9 closed out, 25 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.36M. The largest seller was Winthrop Advisory Group, exiting entirely with an estimated $50.4M sold.

  • 63 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $134M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q4 2024, down 26% quarter-over-quarter.
  • 9 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q4 2024 and 9 closed out, a net change of 0 holders.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q4 2024 was LPL Financial, an estimated $3.36M added.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q4 2024 was Winthrop Advisory Group, an estimated $50.4M sold.

Based on aggregated 13F filings for Q4 2024.