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State Street DoubleLine Short Duration Total Return Tactical ETF

41 hedge funds and large institutions have $67.6M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.66% more ownership

Funds ownership: 44.05%54.72% (+11%)

1% more capital invested

Capital invested by funds: $66.9M → $67.6M (+$680K)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

11% less funds holding

Funds holding: 4641 (-5)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
4
Increased
15
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
26
TRUADVICE
Florida
$253K -$11.6K -253 -4%
NFG
27
Nations Financial Group
Iowa
$249K -$184 -4 -0.1%
WWM
28
Western Wealth Management
Colorado
$225K -$213K -4,649 -49%
BAM
29
Belpointe Asset Management
Nevada
$220K +$112K +2,431 +104%
ODFS
30
O'Donnell Financial Services
California
$214K -$184 -4 -0.1%
Citigroup
31
Citigroup
New York
$178K +$33.7K +734 +24%
KIA
32
Kraematon Investment Advisors
Massachusetts
$166K +$166K +3,607 New
VNA
33
Valley National Advisers
Pennsylvania
$146K -$130K -2,838 -47%
GWM
34
Geneos Wealth Management
Colorado
$83.2K -$259K -5,634 -76%
PTC
35
Private Trust Company
Ohio
$43K
Osaic Holdings
36
Osaic Holdings
Arizona
$38.9K -$373K -8,117 -91%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$21K
NFSG
38
Newbridge Financial Services Group
Florida
$10.9K
CA
39
CoreCap Advisors
Michigan
$2.21K +$2.2K +48 New
C
40
Covestor
United Kingdom
$2K +$92 +2 +6%
PAG
41
Private Advisor Group
New Jersey
$1.75K -$210K -4,566 -11%
Jane Street
42
Jane Street
New York
-$2.58M -56,042 Closed
Citadel Advisors
43
Citadel Advisors
Florida
-$1.48M -32,228 Closed
MW
44
MBL Wealth
North Carolina
-$679K -14,753 Closed
FHA
45
Flagship Harbor Advisors
Massachusetts
-$585K -12,712 Closed
SOS
46
Silver Oak Securities
Tennessee
-$215K -4,640 Closed
RCM
47
Raleigh Capital Management
North Carolina
-$3K -65 Closed
Wells Fargo
48
Wells Fargo
California
-$46 -1 Closed

STOT Hedge Fund Activity: Q4 2022 in Review

41 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q4 2022, worth a combined $67.6M — up 1% from $66.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of STOT and 4 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Spinnaker Investment Group, adding an estimated $3.55M. The largest seller was Jane Street, exiting entirely with an estimated $2.58M sold.

  • 41 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q4 2022, down from 46 in Q3 2022.
  • Funds reported $67.6M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q4 2022, up 1% quarter-over-quarter.
  • 4 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q4 2022 and 7 closed out, a net change of -3 holders.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q4 2022 was Spinnaker Investment Group, an estimated $3.55M added.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q4 2022 was Jane Street, an estimated $2.58M sold.

Based on aggregated 13F filings for Q4 2022.