State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
49 hedge funds and large institutions have $93.9M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
32% more funds holding
Funds holding: 37 → 49 (+12)
5.08% more ownership
Funds ownership: 52.94% → 58.02% (+5.1%)
8% less capital invested
Capital invested by funds: $102M → $93.9M (-$8.42M)
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.19M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$2.59M |
| 3 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$1.26M |
| 4 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
+$634K |
| 5 |
GIP
Greatmark Investment Partners
Columbus,
Georgia
|
+$616K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$21.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.51M |
| 3 |
Jane Street
New York
|
-$3.22M |
| 4 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$2.38M |
| 5 |
PWM
Peterson Wealth Management
Sparks,
Nevada
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
HighTower Advisors
Chicago,
Illinois
| – | -$286K | -5,768 | Closed |
|
|
MWM
52
Meridian Wealth Management
Lexington,
Kentucky
| – | -$221K | -4,452 | Closed |
|
STOT Hedge Fund Activity: Q4 2021 in Review
49 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q4 2021, worth a combined $93.9M — down 8.2% from $102M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new STOT positions and 3 closed out — a net gain of 14 holders — while 10 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.19M. The largest seller was Citadel Advisors, cutting an estimated $21.7M.
- 49 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q4 2021, up from 37 in Q3 2021.
- Funds reported $93.9M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q4 2021, down 8.2% quarter-over-quarter.
- 17 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q4 2021 and 3 closed out, a net change of +14 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q4 2021 was LPL Financial, an estimated $3.19M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q4 2021 was Citadel Advisors, an estimated $21.7M sold.
Based on aggregated 13F filings for Q4 2021.