State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
40 hedge funds and large institutions have $70.4M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
13% more capital invested
Capital invested by funds: $62.3M → $70.4M (+$8.09M)
3.15% more ownership
Funds ownership: 47.53% → 50.68% (+3.1%)
3% more funds holding
Funds holding: 39 → 40 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
35% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$11.6M |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$3.8M |
| 3 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$2.99M |
| 4 |
Jane Street
New York
|
+$2.59M |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$383K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S
Surevest
Los Angeles,
California
|
-$4.65M |
| 2 |
Morgan Stanley
New York
|
-$1.88M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.6M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.03M |
| 5 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
-$849K |
STOT Hedge Fund Activity: Q1 2020 in Review
40 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q1 2020, worth a combined $70.4M — up 13% from $62.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new STOT positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 17 trimmed.
The largest buyer was Valley National Advisers, adding an estimated $11.6M. The largest seller was Surevest, cutting an estimated $4.65M.
- 40 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q1 2020, up from 39 in Q4 2019.
- Funds reported $70.4M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q1 2020, up 13% quarter-over-quarter.
- 8 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q1 2020 and 4 closed out, a net change of +4 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q1 2020 was Valley National Advisers, an estimated $11.6M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q1 2020 was Surevest, an estimated $4.65M sold.
Based on aggregated 13F filings for Q1 2020.