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State Street DoubleLine Short Duration Total Return Tactical ETF

60 hedge funds and large institutions have $119M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% less funds holding

Funds holding: 6360 (-3)

11% less capital invested

Capital invested by funds: $134M → $119M (-$14.5M)

15.53% less ownership

Funds ownership: 77.11%61.58% (-16%)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
20
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$25.4M +$4.03M +85,798 +19%
SIG
2
Spinnaker Investment Group
California
$25.3M +$41K +873 +0.2%
Bank of America
3
Bank of America
North Carolina
$7.49M +$2.61M +55,597 +54%
FIA
4
Foundations Investment Advisors
Arizona
$7.17M +$1.87M +39,701 +35%
HA
5
Hofer & Associates
California
$6.73M +$95.7K +2,037 +1%
Morgan Stanley
6
Morgan Stanley
New York
$4.84M -$2.45M -52,231 -34%
PCP
7
Proficio Capital Partners
Massachusetts
$4.83M -$1.47M -31,288 -23%
GLR
8
Great Lakes Retirement
Ohio
$3.38M -$172K -3,663 -5%
UBS Group
9
UBS Group
Switzerland
$3.14M -$74.8K -1,592 -2%
FFN
10
Focus Financial Network
Minnesota
$3.01M +$4.98K +106 +0.2%
PCMU
11
Paragon Capital Management (Utah)
Utah
$2.46M -$244K -5,186 -9%
LWA
12
Lineweaver Wealth Advisors
Ohio
$2.01M -$1.28M -27,294 -39%
Raymond James Financial
13
Raymond James Financial
Florida
$1.7M +$1.47M +31,266 +652%
SA
14
Sanctuary Advisors
Indiana
$1.56M +$58.8K +1,252 +4%
EIA
15
Eldridge Investment Advisors
New Hampshire
$1.51M -$432K -9,188 -22%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.46M -$664K -14,142 -31%
EWA
17
Exencial Wealth Advisors
Oklahoma
$1.46M -$310K -6,595 -18%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.35M -$2.56M -54,454 -66%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.25M +$9.63K +205 +0.8%
CCA
20
Clearwater Capital Advisors
Illinois
$1.25M +$71.4K +1,519 +6%
BAM
21
Belpointe Asset Management
Nevada
$1.22M -$1.23M -26,139 -50%
IWC
22
Integrated Wealth Concepts
Massachusetts
$1.16M -$3.34K -71 -0.3%
MCA
23
MSH Capital Advisors
Arizona
$1.06M +$8.08K +172 +0.8%
VF
24
Virtu Financial
New York
$886K -$5.01M -106,713 -85%
EFS
25
Essex Financial Services
Connecticut
$783K +$45.7K +973 +6%

STOT Hedge Fund Activity: Q1 2025 in Review

60 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q1 2025, worth a combined $119M — down 11% from $134M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of STOT and 7 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 20 added.

The largest buyer was LPL Financial, adding an estimated $4.03M. The largest seller was Virtu Financial, cutting an estimated $5.01M.

  • 60 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q1 2025, down from 63 in Q4 2024.
  • Funds reported $119M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 7 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q1 2025 was LPL Financial, an estimated $4.03M added.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q1 2025 was Virtu Financial, an estimated $5.01M sold.

Based on aggregated 13F filings for Q1 2025.