State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
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.
0% more funds holding
Funds holding: 46 → 46 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.98M |
| 2 |
Jane Street
New York
|
+$2.61M |
| 3 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
+$2.25M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.65M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.22M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$6.92M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$1.23M |
| 4 |
MW
MBL Wealth
Charlotte,
North Carolina
|
-$1.02M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$888K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
51
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$30K | -638 | Closed |
|
52
Wells Fargo
San Francisco,
California
| – | -$2.05K | -44 | -98% |
|
|
FA
53
Fortis Advisors
Wayne,
Pennsylvania
| – | -$1.17K | -25 | 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.