State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
19 hedge funds and large institutions have $23M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
46% more funds holding
Funds holding: 13 → 19 (+6)
18% more capital invested
Capital invested by funds: $19.4M → $23M (+$3.54M)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
3.76% less ownership
Funds ownership: 46.3% → 42.54% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.95M |
| 2 |
Jane Street
New York
|
+$1.03M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$330K |
| 4 |
TSS
Two Sigma Securities
New York
|
+$241K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$1.27M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.18M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$613K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$495K |
| 5 |
WAM
Weatherly Asset Management
Del Mar,
California
|
-$63.9K |
STOT Hedge Fund Activity: Q1 2018 in Review
19 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q1 2018, worth a combined $23M — up 18% from $19.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new STOT positions and 1 closed out — a net gain of 6 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.95M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $1.27M sold.
- 19 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q1 2018, up from 13 in Q4 2017.
- Funds reported $23M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q1 2018, up 18% quarter-over-quarter.
- 7 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q1 2018 and 1 closed out, a net change of +6 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q1 2018 was Morgan Stanley, an estimated $3.95M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q1 2018 was Signature Estate & Investment Advisors, an estimated $1.27M sold.
Based on aggregated 13F filings for Q1 2018.