State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
29 hedge funds and large institutions have $51.1M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
3% more capital invested
Capital invested by funds: $49.6M → $51.1M (+$1.55M)
1.98% less ownership
Funds ownership: 41.58% → 39.6% (-2%)
3% less funds holding
Funds holding: 30 → 29 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$1.28M |
| 2 |
CPA
Clear Perspective Advisors
Aurora,
Illinois
|
+$869K |
| 3 |
Morgan Stanley
New York
|
+$400K |
| 4 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$390K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.18M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$556K |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
-$381K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$242K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $12K | – | – | – |
|
|
GEA
27
Glen Eagle Advisors
Kingston,
New Jersey
| $11.2K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $10K | +$9.87K | +199 | +19,900% |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $745 | – | – | – |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.19M | -23,996 | Closed |
|
|
FAAS
31
First Allied Advisory Services
San Diego,
California
| – | -$1.18M | -23,754 | Closed |
|
|
32
MML Investors Services
Springfield,
Massachusetts
| – | -$242K | -4,879 | Closed |
|
STOT Hedge Fund Activity: Q3 2019 in Review
29 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q3 2019, worth a combined $51.1M — up 3.1% from $49.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of STOT and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 16 added.
The largest buyer was Nations Financial Group, opening a new position worth an estimated $1.28M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.19M sold.
- 29 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q3 2019, down from 30 in Q2 2019.
- Funds reported $51.1M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q3 2019, up 3.1% quarter-over-quarter.
- 2 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q3 2019 and 3 closed out, a net change of -1 holder.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q3 2019 was Nations Financial Group, an estimated $1.28M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q3 2019 was Susquehanna International Group, an estimated $1.19M sold.
Based on aggregated 13F filings for Q3 2019.