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State Street DoubleLine Short Duration Total Return Tactical ETF

63 hedge funds and large institutions have $181M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

73% more capital invested

Capital invested by funds: $104M → $181M (+$76.6M)

37.8% more ownership

Funds ownership: 70.73%108.53% (+38%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

13% more funds holding

Funds holding: 5663 (+7)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
0.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
25
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1
Winthrop Advisory Group
Massachusetts
$50.4M +$46.9M +992,564 New
SIG
2
Spinnaker Investment Group
California
$26.1M +$1.55M +32,766 +6%
LPL Financial
3
LPL Financial
California
$18.1M +$3.22M +68,227 +22%
VF
4
Virtu Financial
New York
$8.35M +$5.51M +116,740 +198%
PCMU
5
Paragon Capital Management (Utah)
Utah
$6.49M +$164K +3,469 +3%
HA
6
Hofer & Associates
California
$6.03M -$20.4K -431 -0.3%
Morgan Stanley
7
Morgan Stanley
New York
$5.86M +$2.76M +58,474 +90%
FIA
8
Foundations Investment Advisors
Arizona
$4.54M +$3.7M +78,412 +454%
LWA
9
Lineweaver Wealth Advisors
Ohio
$4.47M +$526K +11,149 +13%
PCP
10
Proficio Capital Partners
Massachusetts
$4.12M +$2.51M +53,217 +158%
GLR
11
Great Lakes Retirement
Ohio
$3.46M +$3.44M +72,883 New
UBS Group
12
UBS Group
Switzerland
$3.34M -$149K -3,158 -4%
FFN
13
Focus Financial Network
Minnesota
$2.56M +$946K +20,043 +59%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$2.54M -$607K -12,844 -19%
BAM
15
Belpointe Asset Management
Nevada
$2.33M +$161K +3,405 +7%
AFO
16
Arrowroot Family Office
California
$2.04M -$92.3K -1,954 -4%
EWA
17
Exencial Wealth Advisors
Oklahoma
$1.96M -$582K -12,331 -23%
WAS
18
WESPAC Advisors SoCal
California
$1.94M +$1.93M +40,901 New
EIA
19
Eldridge Investment Advisors
New Hampshire
$1.94M +$383K +8,104 +25%
Bank of America
20
Bank of America
North Carolina
$1.75M +$895K +18,950 +106%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.59M +$126K +2,664 +9%
Jane Street
22
Jane Street
New York
$1.46M -$1.79M -37,866 -55%
SA
23
Sanctuary Advisors
Indiana
$1.29M +$1.3M +27,450 New
Citadel Advisors
24
Citadel Advisors
Florida
$1.23M +$818K +17,330 +200%
CCA
25
Clearwater Capital Advisors
Illinois
$1.18M -$22.9K -485 -2%

STOT Hedge Fund Activity: Q3 2024 in Review

63 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q3 2024, worth a combined $181M — up 73% from $104M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STOT positions and 3 closed out — a net gain of 7 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Winthrop Advisory Group, opening a new position worth an estimated $46.9M. The largest seller was Flow Traders U.S., cutting an estimated $2.91M.

  • 63 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $181M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q3 2024, up 73% quarter-over-quarter.
  • 10 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q3 2024 and 3 closed out, a net change of +7 holders.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q3 2024 was Winthrop Advisory Group, an estimated $46.9M added.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q3 2024 was Flow Traders U.S., an estimated $2.91M sold.

Based on aggregated 13F filings for Q3 2024.