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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
NMG
51
New Millennium Group
Utah
$40K +$40.2K +854 New
MSFP
52
Mark Sheptoff Financial Planning
Connecticut
$34.6K – – –
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$33K – – –
MWA
54
Medallion Wealth Advisors
Connecticut
$18.3K +$18.3K +390 New
GWM
55
Geneos Wealth Management
Colorado
$3.98K -$4.94K -105 -55%
T
56
Transce3nd
Texas
$3.84K +$3.86K +82 New
RIL
57
Rothschild Investment LLC
Illinois
$2.11K – – –
C
58
Covestor
United Kingdom
$2K +$282 +6 +22%
SAM
59
Smartleaf Asset Management
Massachusetts
$1.64K +$329 +7 +25%
AWM
60
AE Wealth Management
Kansas
$1.17K +$1.18K +25 New
CWC
61
Carolinas Wealth Consulting
North Carolina
$1.17K +$1.18K +25 New
CA
62
CoreCap Advisors
Michigan
$94 – – –
Wells Fargo
63
Wells Fargo
California
$41 +$47 +1 New
WAG
64
Winthrop Advisory Group
Massachusetts
– -$50.4M -992,564 Closed
Jane Street
65
Jane Street
New York
– -$1.46M -30,814 Closed
BWP
66
Baldwin Wealth Partners
Massachusetts
– -$519K -10,942 Closed
JCFM
67
JBR Co Financial Management
Oklahoma
– -$378K -7,966 Closed
MML Investors Services
68
MML Investors Services
Massachusetts
– -$229K -4,833 Closed
FTUS
69
Flow Traders U.S.
New York
– -$211K -4,454 Closed
SHJ
70
Sharkey, Howes & Javer
Colorado
– -$200K -4,214 Closed
NS
71
NBC Securities
Alabama
– -$27K -570 Closed
SIS
72
Sound Income Strategies
Florida
– -$28 -1 Closed
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.