State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
8 hedge funds and large institutions have $15.4M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.
14% more funds holding
Funds holding: 7 → 8 (+1)
3% more capital invested
Capital invested by funds: $14.9M → $15.4M (+$497K)
7.02% less ownership
Funds ownership: 54.81% → 47.79% (-7%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.93M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.36M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$24.8K |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.14M |
| 2 |
Jane Street
New York
|
-$961K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$655K |
| 4 |
LPL Financial
San Diego,
California
|
-$99.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $6.58M | +$1.93M | +38,932 | +42% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $4.87M | -$1.14M | -23,035 | -19% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.36M | +$1.36M | +27,388 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $986K | -$655K | -13,225 | -40% |
|
|
5
LPL Financial
San Diego,
California
| $897K | -$99.5K | -2,008 | -10% |
|
|
6
Jane Street
New York
| $520K | -$961K | -19,386 | -65% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $167K | +$24.8K | +500 | +17% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $50K | – | – | – |
|
STOT Hedge Fund Activity: Q1 2017 in Review
8 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q1 2017, worth a combined $15.4M — up 3.3% from $14.9M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new STOT positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was UBS Group, adding an estimated $1.93M. The largest seller was Bank of America, cutting an estimated $1.14M.
- 8 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q1 2017, up from 7 in Q4 2016.
- Funds reported $15.4M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q1 2017, up 3.3% quarter-over-quarter.
- 1 fund opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q1 2017 and 0 closed out, a net change of +1 holder.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q1 2017 was UBS Group, an estimated $1.93M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q1 2017 was Bank of America, an estimated $1.14M sold.
Based on aggregated 13F filings for Q1 2017.