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State Street DoubleLine Short Duration Total Return Tactical ETF

36 hedge funds and large institutions have $68.8M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

8% more capital invested

Capital invested by funds: $63.4M → $68.8M (+$5.38M)

2.37% more ownership

Funds ownership: 46.47%48.84% (+2.4%)

0% more funds holding

Funds holding: 3636 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
3
Increased
18
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1
Valley National Advisers
Pennsylvania
$12.3M +$25.5K +513 +0.2%
Jane Street
2
Jane Street
New York
$8.49M +$2.3M +46,159 +37%
Morgan Stanley
3
Morgan Stanley
New York
$7.51M +$555K +11,158 +8%
UBS Group
4
UBS Group
Switzerland
$4.83M -$225K -4,526 -4%
Citadel Advisors
5
Citadel Advisors
Florida
$4.1M +$391K +7,859 +11%
PWM
6
Peterson Wealth Management
Nevada
$3.96M +$894K +17,977 +29%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.96M +$3.74M +75,271 +1,750%
BFA
8
Beaumont Financial Advisors
Massachusetts
$3.73M -$896K -18,017 -19%
PWS
9
Private Wealth Strategies
Ohio
$3.37M +$471K +9,462 +16%
EWM
10
Elmwood Wealth Management
California
$3.27M
NA
11
Nottingham Advisors
New York
$3.01M +$65.4K +1,314 +2%
ACP
12
Aveo Capital Partners
Colorado
$2.39M -$81K -1,629 -3%
LPL Financial
13
LPL Financial
California
$1.28M -$1.63M -32,761 -56%
NFG
14
Nations Financial Group
Iowa
$1.19M -$104K -2,091 -8%
WAS
15
Wealth Advisory Solutions
Indiana
$594K -$80.3K -1,614 -12%
DWM
16
Dakota Wealth Management
Florida
$519K -$118K -2,381 -19%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$501K +$20K +402 +4%
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$498K +$51.6K +1,038 +12%
T
19
TRUADVICE
Florida
$487K +$487K +9,794 New
MCM
20
Monument Capital Management
Virginia
$484K +$1.89K +38 +0.4%
MA
21
Mutual Advisors
Nebraska
$416K +$74.5K +1,497 +22%
RA
22
RFG Advisory
Alabama
$405K +$20.1K +404 +5%
VAG
23
VisionPoint Advisory Group
Texas
$263K +$263K +5,284 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$222K
FG
25
Fiduciary Group
Georgia
$200K +$200K +4,025 New

STOT Hedge Fund Activity: Q3 2020 in Review

36 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q3 2020, worth a combined $68.8M — up 8.5% from $63.4M a quarter earlier.

Fund positioning in STOT was balanced in Q3 2020: 3 funds opened new positions, 3 closed out, 18 added to existing stakes and 10 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.74M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.43M sold.

  • 36 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $68.8M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q3 2020, up 8.5% quarter-over-quarter.
  • 3 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q3 2020 and 3 closed out, a net change of 0 holders.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $3.74M added.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q3 2020 was Susquehanna International Group, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2020.