State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
7 hedge funds and large institutions have $14.9M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
133% more funds holding
Funds holding: 3 → 7 (+4)
54.81% more ownership
Funds ownership: 0% → 54.81% (+55%)
69% less capital invested
Capital invested by funds: $48.8M → $14.9M (-$33.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.02M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.68M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.65M |
| 4 |
Jane Street
New York
|
+$1.49M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$48.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $6M | +$6.02M | +120,389 | +17,704% |
|
|
2
UBS Group
Zurich,
Switzerland
| $4.63M | +$4.68M | +93,500 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.64M | +$1.65M | +33,070 | New |
|
|
4
Jane Street
New York
| $1.48M | +$1.49M | +29,861 | New |
|
|
5
LPL Financial
San Diego,
California
| $996K | +$1.01M | +20,110 | New |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $142K | +$143K | +2,862 | New |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $50K | – | – | – |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$48.7M | -964,450 | Closed |
|
STOT Hedge Fund Activity: Q4 2016 in Review
7 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q4 2016, worth a combined $14.9M — down 69% from $48.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new STOT positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Bank of America, adding an estimated $6.02M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $48.7M sold.
- 7 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q4 2016, up from 3 in Q3 2016.
- Funds reported $14.9M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q4 2016, down 69% quarter-over-quarter.
- 5 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q4 2016 and 1 closed out, a net change of +4 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q4 2016 was Bank of America, an estimated $6.02M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q4 2016 was Royal Bank of Canada, an estimated $48.7M sold.
Based on aggregated 13F filings for Q4 2016.