We are live on ! Find out more
STOT icon

State Street DoubleLine Short Duration Total Return Tactical ETF

60 hedge funds and large institutions have $119M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% less funds holding

Funds holding: 6360 (-3)

11% less capital invested

Capital invested by funds: $134M → $119M (-$14.5M)

15.53% less ownership

Funds ownership: 77.11%61.58% (-16%)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
20
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$752K +$103K +2,182 +16%
GIP
27
Greatmark Investment Partners
Georgia
$709K -$129K -2,750 -15%
PAG
28
Private Advisor Group
New Jersey
$664K -$301K -6,417 -31%
LFG
29
Larson Financial Group
Missouri
$596K -$87.3K -1,858 -13%
BTWM
30
Brass Tax Wealth Management
Ohio
$540K +$537K +11,427 New
MW
31
MBL Wealth
North Carolina
$410K -$117K -2,492 -22%
SCA
32
Snowden Capital Advisors
New York
$402K -$204K -4,350 -34%
Osaic Holdings
33
Osaic Holdings
Arizona
$373K +$31.5K +670 +9%
GEA
34
Glen Eagle Advisors
New Jersey
$289K -$102K -2,163 -26%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$282K -$882K -18,767 -76%
WWM
36
Western Wealth Management
Colorado
$260K +$705 +15 +0.3%
BI
37
Beckerman Institutional
New Jersey
$259K -$24.4K -520 -9%
TC
38
Trilogy Capital
California
$240K +$282 +6 +0.1%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$236K +$235K +5,000 New
Citigroup
40
Citigroup
New York
$155K -$5.26K -112 -3%
SS
41
Sunbelt Securities
Texas
$134K -$2.21K -47 -2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$110K +$76.6K +1,630 +231%
PCFFS
43
Pacific Center for Financial Services
California
$88.6K +$282 +6 +0.3%
PTC
44
Private Trust Company
Ohio
$72.9K
VNA
45
Valley National Advisers
Pennsylvania
$71K
CAL
46
Capital Advisors Ltd
Ohio
$42K
NMG
47
New Millennium Group
Utah
$40.4K
MSFP
48
Mark Sheptoff Financial Planning
Connecticut
$34.9K
NS
49
NBC Securities
Alabama
$26K +$26.8K +570 New
MWA
50
Medallion Wealth Advisors
Connecticut
$18.4K

STOT Hedge Fund Activity: Q1 2025 in Review

60 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q1 2025, worth a combined $119M — down 11% from $134M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of STOT and 7 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 20 added.

The largest buyer was LPL Financial, adding an estimated $4.03M. The largest seller was Virtu Financial, cutting an estimated $5.01M.

  • 60 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q1 2025, down from 63 in Q4 2024.
  • Funds reported $119M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 7 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q1 2025 was LPL Financial, an estimated $4.03M added.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q1 2025 was Virtu Financial, an estimated $5.01M sold.

Based on aggregated 13F filings for Q1 2025.