State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
30 hedge funds and large institutions have $49.6M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
7% more funds holding
Funds holding: 28 → 30 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $51.6M → $49.6M (-$2.04M)
9.55% less ownership
Funds ownership: 51.12% → 41.58% (-9.5%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S
Surevest
Los Angeles,
California
|
+$1.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.18M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$665K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$440K |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.2M |
| 2 |
NA
Nottingham Advisors
Amherst,
New York
|
-$1.22M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.17M |
| 4 |
Jane Street
New York
|
-$875K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$480K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $21K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $12K | -$269K | -5,463 | -96% |
|
|
GEA
28
Glen Eagle Advisors
Kingston,
New Jersey
| $11.2K | – | – | – |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $745 | – | – | – |
|
|
IP
30
Intellectus Partners
San Francisco,
California
| – | -$168K | -3,406 | Closed |
|
|
SWP
31
Strategic Wealth Partners
Independence,
Ohio
| – | -$15K | -304 | Closed |
|
32
Wells Fargo
San Francisco,
California
| – | +$49 | +1 | New |
|
STOT Hedge Fund Activity: Q2 2019 in Review
30 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q2 2019, worth a combined $49.6M — down 3.9% from $51.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new STOT positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Surevest, adding an estimated $1.46M. The largest seller was Morgan Stanley, cutting an estimated $2.2M.
- 30 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q2 2019, up from 28 in Q1 2019.
- Funds reported $49.6M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q2 2019, down 3.9% quarter-over-quarter.
- 5 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q2 2019 and 2 closed out, a net change of +3 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q2 2019 was Surevest, an estimated $1.46M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q2 2019 was Morgan Stanley, an estimated $2.2M sold.
Based on aggregated 13F filings for Q2 2019.