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State Street DoubleLine Short Duration Total Return Tactical ETF

39 hedge funds and large institutions have $62.3M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

34% more funds holding

Funds holding: 2939 (+10)

22% more capital invested

Capital invested by funds: $51.1M → $62.3M (+$11.2M)

7.93% more ownership

Funds ownership: 39.6%47.53% (+7.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
16
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.9M +$2.61M +52,747 +14%
UBS Group
2
UBS Group
Switzerland
$6.84M -$1.62M -32,579 -19%
S
3
Surevest
California
$5.07M -$584K -11,775 -10%
Jane Street
4
Jane Street
New York
$3.51M +$2.93M +59,058 +497%
ACP
5
Aveo Capital Partners
Colorado
$3.3M -$348K -7,023 -10%
PWM
6
Peterson Wealth Management
Nevada
$3.16M +$3.16M +63,727 New
NA
7
Nottingham Advisors
New York
$2.79M +$1.06M +21,299 +61%
EWM
8
Elmwood Wealth Management
California
$2.28M +$68.2K +1,375 +3%
NFG
9
Nations Financial Group
Iowa
$1.28M +$6.05K +122 +0.5%
RJA
10
Raymond James & Associates
Florida
$1.18M +$54.2K +1,094 +5%
BCI
11
Brinker Capital Investments
Pennsylvania
$1.15M -$28.2K -568 -2%
CPA
12
Clear Perspective Advisors
Illinois
$1.14M -$581K -11,720 -34%
LPL Financial
13
LPL Financial
California
$1.04M +$2.18K +44 +0.2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.03M +$1.03M +20,787 New
WAS
15
Wealth Advisory Solutions
Indiana
$784K +$786K +15,863 New
Citadel Advisors
16
Citadel Advisors
Florida
$749K +$750K +15,133 New
VNA
17
Valley National Advisers
Pennsylvania
$732K +$344K +6,942 +88%
1NWS
18
1 North Wealth Services
Maryland
$726K +$87.9K +1,773 +14%
Bank of America
19
Bank of America
North Carolina
$717K +$69.7K +1,406 +11%
DWM
20
Dakota Wealth Management
Florida
$688K +$17.4K +351 +3%
EWA
21
Exencial Wealth Advisors
Oklahoma
$688K +$689K +13,900 New
MCM
22
Monument Capital Management
Virginia
$476K +$3.77K +76 +0.8%
BAM
23
Belpointe Asset Management
Nevada
$380K +$381K +7,686 New
CIBC World Market
24
CIBC World Market
Ontario, Canada
$369K +$103K +2,068 +38%
AG
25
Advisor Group
Arizona
$367K +$23.9K +482 +7%

STOT Hedge Fund Activity: Q4 2019 in Review

39 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q4 2019, worth a combined $62.3M — up 22% from $51.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new STOT positions and 0 closed out — a net gain of 10 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $2.93M. The largest seller was UBS Group, cutting an estimated $1.62M.

  • 39 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q4 2019, up from 29 in Q3 2019.
  • Funds reported $62.3M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q4 2019, up 22% quarter-over-quarter.
  • 10 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q4 2019 and 0 closed out, a net change of +10 holders.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q4 2019 was Jane Street, an estimated $2.93M added.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q4 2019 was UBS Group, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2019.