State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
38 hedge funds and large institutions have $71.3M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 5 closing their positions.
5% less capital invested
Capital invested by funds: $75.1M → $71.3M (-$3.74M)
2.36% less ownership
Funds ownership: 51.07% → 48.71% (-2.4%)
5% less funds holding
Funds holding: 40 → 38 (-2)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.41M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$1.35M |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
+$1.04M |
| 4 |
PCFFS
Pacific Center for Financial Services
San Ramon,
California
|
+$550K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$354K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$3.64M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.33M |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$1.31M |
| 4 |
Jane Street
New York
|
-$1.28M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.15M |
STOT Hedge Fund Activity: Q1 2021 in Review
38 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q1 2021, worth a combined $71.3M — down 5% from $75.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of STOT and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 13 added.
The largest buyer was Bank of America, adding an estimated $2.41M. The largest seller was Private Wealth Strategies, exiting entirely with an estimated $3.64M sold.
- 38 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q1 2021, down from 40 in Q4 2020.
- Funds reported $71.3M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q1 2021, down 5% quarter-over-quarter.
- 4 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q1 2021 and 5 closed out, a net change of -1 holder.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q1 2021 was Bank of America, an estimated $2.41M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q1 2021 was Private Wealth Strategies, an estimated $3.64M sold.
Based on aggregated 13F filings for Q1 2021.