State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
36 hedge funds and large institutions have $63.4M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
4.21% less ownership
Funds ownership: 50.68% → 46.47% (-4.2%)
10% less capital invested
Capital invested by funds: $70.4M → $63.4M (-$6.97M)
10% less funds holding
Funds holding: 40 → 36 (-4)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$4.56M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.66M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.41M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.97M |
| 5 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12M |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$3.71M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.33M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$1.21M |
| 5 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
-$645K |
STOT Hedge Fund Activity: Q2 2020 in Review
36 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q2 2020, worth a combined $63.4M — down 9.9% from $70.4M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of STOT and 4 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 15 added.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $4.56M. The largest seller was Morgan Stanley, cutting an estimated $12M.
- 36 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q2 2020, down from 40 in Q1 2020.
- Funds reported $63.4M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q2 2020, down 9.9% quarter-over-quarter.
- 4 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q2 2020 and 7 closed out, a net change of -3 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q2 2020 was Beaumont Financial Advisors, an estimated $4.56M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q2 2020 was Morgan Stanley, an estimated $12M sold.
Based on aggregated 13F filings for Q2 2020.