State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
36 hedge funds and large institutions have $77.5M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
9% more capital invested
Capital invested by funds: $71.3M → $77.5M (+$6.15M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.05% less ownership
Funds ownership: 48.71% → 48.66% (-0.05%)
5% less funds holding
Funds holding: 38 → 36 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$14M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.14M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$871K |
| 4 |
Morgan Stanley
New York
|
+$720K |
| 5 |
DSAM
Dock Street Asset Management
Palm Beach,
Florida
|
+$572K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.3M |
| 2 |
PWM
Peterson Wealth Management
Sparks,
Nevada
|
-$1.84M |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$1.04M |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
-$360K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$220K |
STOT Hedge Fund Activity: Q2 2021 in Review
36 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q2 2021, worth a combined $77.5M — up 8.6% from $71.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of STOT and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 13 added.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $14M. The largest seller was Bank of America, cutting an estimated $2.3M.
- 36 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q2 2021, down from 38 in Q1 2021.
- Funds reported $77.5M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q2 2021, up 8.6% quarter-over-quarter.
- 5 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q2 2021 and 6 closed out, a net change of -1 holder.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q2 2021 was Private Advisor Group, an estimated $14M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q2 2021 was Bank of America, an estimated $2.3M sold.
Based on aggregated 13F filings for Q2 2021.