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State Street DoubleLine Short Duration Total Return Tactical ETF

46 hedge funds and large institutions have $66.9M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4646 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

4.84% less ownership

Funds ownership: 48.89%44.05% (-4.8%)

11% less capital invested

Capital invested by funds: $75.2M → $66.9M (-$8.31M)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
12
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$389K
PCFFS
27
Pacific Center for Financial Services
California
$388K +$1.54K +33 +0.4%
BCI
28
Brinker Capital Investments
Pennsylvania
$380K
GWM
29
Geneos Wealth Management
Colorado
$342K
SS
30
Sunbelt Securities
Texas
$279K +$3.49K +75 +1%
EH
31
Equitable Holdings
New York
$277K +$280K +6,013 New
VNA
32
Valley National Advisers
Pennsylvania
$276K -$299K -6,416 -52%
T
33
TRUADVICE
Florida
$260K -$25.2K -541 -9%
NFG
34
Nations Financial Group
Iowa
$249K +$1.35K +29 +0.5%
SOS
35
Silver Oak Securities
Tennessee
$215K +$216K +4,640 New
ODFS
36
O'Donnell Financial Services
California
$214K -$38.2K -820 -15%
Citigroup
37
Citigroup
New York
$144K
BAM
38
Belpointe Asset Management
Nevada
$108K
PTC
39
Private Trust Company
Ohio
$43K +$43.3K +930 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$21K +$21K +450 New
NFSG
41
Newbridge Financial Services Group
Florida
$11K
GEA
42
Glen Eagle Advisors
New Jersey
$4.6K
RCM
43
Raleigh Capital Management
North Carolina
$3K -$512 -11 -14%
C
44
Covestor
United Kingdom
$2K -$1.4K -30 -45%
APA
45
American Portfolios Advisors
New York
$921 +$233 +5 +33%
ARC
46
Advisor Resource Council
Texas
-$888K -19,041 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$326K -6,991 Closed
SB
48
Strategic Blueprint
Georgia
-$301K -6,450 Closed
NA
49
Nottingham Advisors
New York
-$280K -6,000 Closed
DWM
50
Dakota Wealth Management
Florida
-$215K -4,603 Closed

STOT Hedge Fund Activity: Q3 2022 in Review

46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q3 2022, worth a combined $66.9M — down 11% from $75.2M a quarter earlier.

Fund positioning in STOT was balanced in Q3 2022: 8 funds opened new positions, 8 closed out, 12 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.98M. The largest seller was UBS Group, cutting an estimated $9.22M.

  • 46 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $66.9M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 8 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q3 2022 and 8 closed out, a net change of 0 holders.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q3 2022 was LPL Financial, an estimated $2.98M added.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q3 2022 was UBS Group, an estimated $9.22M sold.

Based on aggregated 13F filings for Q3 2022.