State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
28 hedge funds and large institutions have $51.6M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
33% more funds holding
Funds holding: 21 → 28 (+7)
21% more capital invested
Capital invested by funds: $42.7M → $51.6M (+$8.88M)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.56% less ownership
Funds ownership: 51.68% → 51.12% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Nottingham Advisors
Amherst,
New York
|
+$3.3M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$2.67M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$1.64M |
| 4 |
S
Surevest
Los Angeles,
California
|
+$737K |
| 5 |
CPA
Clear Perspective Advisors
Aurora,
Illinois
|
+$666K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.11M |
| 2 |
GAB
German American Bancorp
Jasper,
Indiana
|
-$384K |
| 3 |
Morgan Stanley
New York
|
-$339K |
| 4 |
1NWS
1 North Wealth Services
Annapolis,
Maryland
|
-$185K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$112K |
STOT Hedge Fund Activity: Q1 2019 in Review
28 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q1 2019, worth a combined $51.6M — up 21% from $42.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new STOT positions and 2 closed out — a net gain of 7 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Nottingham Advisors, opening a new position worth an estimated $3.3M. The largest seller was UBS Group, cutting an estimated $1.11M.
- 28 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q1 2019, up from 21 in Q4 2018.
- Funds reported $51.6M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q1 2019, up 21% quarter-over-quarter.
- 9 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q1 2019 and 2 closed out, a net change of +7 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q1 2019 was Nottingham Advisors, an estimated $3.3M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q1 2019 was UBS Group, an estimated $1.11M sold.
Based on aggregated 13F filings for Q1 2019.