State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
65 hedge funds and large institutions have $153M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
28% more capital invested
Capital invested by funds: $119M → $153M (+$34M)
8% more funds holding
Funds holding: 60 → 65 (+5)
1.35% less ownership
Funds ownership: 61.57% → 60.22% (-1.4%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$11.3M |
| 2 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
+$9.02M |
| 3 |
AssetMark Inc
Concord,
California
|
+$4.27M |
| 4 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$3.31M |
| 5 |
Morgan Stanley
New York
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$3.98M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.82M |
| 3 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
-$1.61M |
| 4 |
VF
Virtu Financial
New York
|
-$886K |
| 5 |
BI
Beckerman Institutional
Ocean Grove,
New Jersey
|
-$259K |
STOT Hedge Fund Activity: Q2 2025 in Review
65 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q2 2025, worth a combined $153M — up 28% from $119M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new STOT positions and 8 closed out — a net gain of 5 holders — while 26 added to existing stakes and 17 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $11.3M. The largest seller was Proficio Capital Partners, cutting an estimated $3.98M.
- 65 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q2 2025, up from 60 in Q1 2025.
- Funds reported $153M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q2 2025, up 28% quarter-over-quarter.
- 13 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q2 2025 and 8 closed out, a net change of +5 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q2 2025 was Foundations Investment Advisors, an estimated $11.3M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q2 2025 was Proficio Capital Partners, an estimated $3.98M sold.
Based on aggregated 13F filings for Q2 2025.