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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.36M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.11M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.96M |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$2.2M |
| 5 |
Morgan Stanley
New York
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAG
Winthrop Advisory Group
Boston,
Massachusetts
|
-$50.4M |
| 2 |
PCMU
Paragon Capital Management (Utah)
Provo,
Utah
|
-$3.74M |
| 3 |
VF
Virtu Financial
New York
|
-$2.37M |
| 4 |
Jane Street
New York
|
-$1.46M |
| 5 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$1.15M |
STOT Hedge Fund Activity: Q4 2024 in Review
63 of the 7,607 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.