State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
22 hedge funds and large institutions have $50.4M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
119% more capital invested
Capital invested by funds: $23M → $50.4M (+$27.4M)
21.02% more ownership
Funds ownership: 42.54% → 63.57% (+21%)
16% more funds holding
Funds holding: 19 → 22 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$4.05M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.15M |
| 4 |
Jane Street
New York
|
+$1.79M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$968K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSS
Two Sigma Securities
New York
|
-$241K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$220K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$90.8K |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$33K |
| 5 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
-$14.7K |
STOT Hedge Fund Activity: Q2 2018 in Review
22 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q2 2018, worth a combined $50.4M — up 119% from $23M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new STOT positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18M. The largest seller was Two Sigma Securities, exiting entirely with an estimated $241K sold.
- 22 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q2 2018, up from 19 in Q1 2018.
- Funds reported $50.4M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q2 2018, up 119% quarter-over-quarter.
- 5 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q2 2018 and 2 closed out, a net change of +3 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q2 2018 was Morgan Stanley, an estimated $18M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q2 2018 was Two Sigma Securities, an estimated $241K sold.
Based on aggregated 13F filings for Q2 2018.