State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
48 hedge funds and large institutions have $72M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
2% less funds holding
Funds holding: 49 → 48 (-1)
14.07% less ownership
Funds ownership: 58.02% → 43.95% (-14%)
23% less capital invested
Capital invested by funds: $93.9M → $72M (-$21.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
+$1.27M |
| 2 |
FSA
Financial Sense Advisors
San Diego,
California
|
+$531K |
| 3 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$474K |
| 4 |
HA
Hofer & Associates
Thousand Oaks,
California
|
+$339K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$7.93M |
| 2 |
Morgan Stanley
New York
|
-$5.13M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.58M |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
-$1.97M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.64M |
STOT Hedge Fund Activity: Q1 2022 in Review
48 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q1 2022, worth a combined $72M — down 23% from $93.9M a quarter earlier.
Fund positioning in STOT was balanced in Q1 2022: 6 funds opened new positions, 6 closed out, 15 added to existing stakes and 16 trimmed.
The largest buyer was Spinnaker Investment Group, adding an estimated $1.27M. The largest seller was Private Advisor Group, cutting an estimated $7.93M.
- 48 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q1 2022, down from 49 in Q4 2021.
- Funds reported $72M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q1 2022, down 23% quarter-over-quarter.
- 6 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q1 2022 and 6 closed out, a net change of 0 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q1 2022 was Spinnaker Investment Group, an estimated $1.27M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q1 2022 was Private Advisor Group, an estimated $7.93M sold.
Based on aggregated 13F filings for Q1 2022.