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State Street DoubleLine Short Duration Total Return Tactical ETF

68 hedge funds and large institutions have $180M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $153M → $180M (+$26.6M)

5% more funds holding

Funds holding: 6568 (+3)

2.09% more ownership

Funds ownership: 60.22%62.31% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
22
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
Exencial Wealth Advisors
Oklahoma
$1.17M -$194K -4,096 -14%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.14M -$129K -2,727 -10%
CCA
28
Clearwater Capital Advisors
Illinois
$1.08M -$32.4K -685 -3%
MCA
29
MSH Capital Advisors
Arizona
$1.08M +$12K +253 +1%
PCP
30
Proficio Capital Partners
Massachusetts
$840K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$770K +$5.49K +116 +0.7%
GIP
32
Greatmark Investment Partners
Georgia
$711K
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$700K -$10.8K -228 -2%
EFS
34
Essex Financial Services
Connecticut
$685K -$60K -1,269 -8%
PAG
35
Private Advisor Group
New Jersey
$635K +$4.92K +104 +0.8%
SG
36
StoneX Group
New York
$553K +$551K +11,660 New
SCA
37
Snowden Capital Advisors
New York
$474K
BIG
38
Brookwood Investment Group
Arizona
$432K -$2.89M -61,201 -87%
NI
39
Natural Investments
California
$357K +$581K +12,279 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$354K -$1.67M -35,366 -83%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$325K -$319K -6,750 -50%
Osaic Holdings
42
Osaic Holdings
Arizona
$307K +$426 +9 +0.1%
LFG
43
Larson Financial Group
Missouri
$304K -$187K -3,961 -38%
GEA
44
Glen Eagle Advisors
New Jersey
$289K +$2.88K +61 +1%
JIP
45
Jaffetilchin Investment Partners
Florida
$262K +$261K +5,521 New
TC
46
Trilogy Capital
California
$254K +$426 +9 +0.2%
BAM
47
Belpointe Asset Management
Nevada
$253K -$1.08M -22,734 -81%
WWM
48
Western Wealth Management
Colorado
$246K -$13.1K -278 -5%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$221K +$50.1K +1,060 +29%
MFG
50
Merit Financial Group
Georgia
$205K +$2.27K +48 +1%

STOT Hedge Fund Activity: Q3 2025 in Review

68 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q3 2025, worth a combined $180M — up 17% from $153M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new STOT positions and 5 closed out — a net gain of 3 holders — while 22 added to existing stakes and 25 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $15.4M. The largest seller was Foundations Investment Advisors, cutting an estimated $3.35M.

  • 68 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q3 2025, up from 65 in Q2 2025.
  • Funds reported $180M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q3 2025, up 17% quarter-over-quarter.
  • 8 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q3 2025 and 5 closed out, a net change of +3 holders.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q3 2025 was Raymond James Financial, an estimated $15.4M added.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q3 2025 was Foundations Investment Advisors, an estimated $3.35M sold.

Based on aggregated 13F filings for Q3 2025.