State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
21 hedge funds and large institutions have $42.7M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 7 closing their positions.
5% less funds holding
Funds holding: 22 → 21 (-1)
6.17% less ownership
Funds ownership: 57.85% → 51.68% (-6.2%)
12% less capital invested
Capital invested by funds: $48.4M → $42.7M (-$5.66M)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.65M |
| 2 |
GAB
German American Bancorp
Jasper,
Indiana
|
+$383K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$265K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$210K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.61M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$1.78M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.7M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.51M |
| 5 |
Morgan Stanley
New York
|
-$1.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IP
26
Intellectus Partners
San Francisco,
California
| – | -$312K | -6,395 | Closed |
|
27
Citigroup
New York
| – | -$24K | -500 | Closed |
|
|
CPIG
28
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$10K | -208 | Closed |
|
STOT Hedge Fund Activity: Q4 2018 in Review
21 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q4 2018, worth a combined $42.7M — down 12% from $48.4M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of STOT and 6 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 3 added.
The largest buyer was UBS Group, adding an estimated $1.65M. The largest seller was Jane Street, cutting an estimated $2.61M.
- 21 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q4 2018, down from 22 in Q3 2018.
- Funds reported $42.7M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q4 2018, down 12% quarter-over-quarter.
- 6 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q4 2018 and 7 closed out, a net change of -1 holder.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q4 2018 was UBS Group, an estimated $1.65M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q4 2018 was Jane Street, an estimated $2.61M sold.
Based on aggregated 13F filings for Q4 2018.