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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
Citigroup
51
Citigroup
New York
$142K
SS
52
Sunbelt Securities
Texas
$118K -$18.2K -385 -13%
PCFFS
53
Pacific Center for Financial Services
California
$80.9K -$8.42K -178 -9%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$56K +$56K +1,184 New
VNA
55
Valley National Advisers
Pennsylvania
$55K -$15.8K -335 -22%
PTC
56
Private Trust Company
Ohio
$54.1K
CAL
57
Capital Advisors Ltd
Ohio
$42K
NMG
58
New Millennium Group
Utah
$40.5K
SWP
59
Strategic Wealth Partners
Ohio
$28.6K
AWM
60
AE Wealth Management
Kansas
$19.7K -$142 -3 -0.7%
GWM
61
Geneos Wealth Management
Colorado
$19K
MWA
62
Medallion Wealth Advisors
Connecticut
$18.5K
EWP
63
Elevation Wealth Partners
California
$5.02K +$5.01K +106 New
AF
64
Advisornet Financial
Minnesota
$2.46K -$6.62K -140 -73%
RIL
65
Rothschild Investment LLC
Illinois
$2.13K
NA
66
NewEdge Advisors
Louisiana
$2.1K +$2.08K +44 New
CA
67
CoreCap Advisors
Michigan
$95
Wells Fargo
68
Wells Fargo
California
$44
BTWM
69
Brass Tax Wealth Management
Ohio
-$929K -19,612 Closed
MW
70
MBL Wealth
North Carolina
-$404K -8,525 Closed
FTUS
71
Flow Traders U.S.
New York
-$244K -5,151 Closed
BFP
72
Briaud Financial Planning
Texas
-$4K -99 Closed
T
73
Transce3nd
Texas
-$3.88K -82 Closed

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.