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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
SIG
1
Spinnaker Investment Group
California
$26.8M +$3M +63,434 +13%
LPL Financial
2
LPL Financial
California
$25.7M +$2.05M +43,373 +9%
Raymond James Financial
3
Raymond James Financial
Florida
$18.6M +$15.4M +326,531 +496%
FIA
4
Foundations Investment Advisors
Arizona
$15.2M -$3.35M -70,821 -18%
JAG
5
Journey Advisory Group
Kentucky
$8.22M -$850K -17,979 -9%
SC
6
Saiph Capital
New Jersey
$7.09M +$7.08M +149,657 New
HA
7
Hofer & Associates
California
$6.79M -$4.82K -102 -0.1%
Morgan Stanley
8
Morgan Stanley
New York
$6.44M -$983K -20,790 -13%
Citadel Advisors
9
Citadel Advisors
Florida
$6.26M +$5.91M +124,882 +1,741%
AFO
10
Arrowroot Family Office
California
$4.65M +$897K +18,975 +24%
UBS Group
11
UBS Group
Switzerland
$4.64M +$1.42M +30,102 +44%
Bank of America
12
Bank of America
North Carolina
$4.56M -$3.2M -67,661 -41%
VF
13
Virtu Financial
New York
$4.07M +$4.06M +85,791 New
GLR
14
Great Lakes Retirement
Ohio
$4.06M +$305K +6,455 +8%
AssetMark Inc
15
AssetMark Inc
California
$3.53M -$764K -16,149 -18%
FFN
16
Focus Financial Network
Minnesota
$2.93M -$91.5K -1,935 -3%
PCMU
17
Paragon Capital Management (Utah)
Utah
$2.57M +$102K +2,147 +4%
LWA
18
Lineweaver Wealth Advisors
Ohio
$2.19M +$144K +3,038 +7%
SA
19
Sanctuary Advisors
Indiana
$2.15M +$484K +10,232 +29%
Jane Street
20
Jane Street
New York
$1.94M +$1.46M +30,790 +306%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.52M +$142K +3,010 +10%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$1.5M +$75K +1,585 +5%
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.46M +$126K +2,669 +9%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.46M -$49.7K -1,051 -3%
EIA
25
Eldridge Investment Advisors
New Hampshire
$1.26M -$44.7K -946 -3%

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.