State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
46 hedge funds and large institutions have $75.2M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 7 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
4.94% more ownership
Funds ownership: 43.95% → 48.89% (+4.9%)
4% more capital invested
Capital invested by funds: $72M → $75.2M (+$3.23M)
4% less funds holding
Funds holding: 48 → 46 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
40% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$8.69M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.96M |
| 3 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
+$1.38M |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$895K |
| 5 |
LPL Financial
San Diego,
California
|
+$561K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Providence Capital Advisors
Charlotte,
North Carolina
|
-$2.86M |
| 2 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$2.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.15M |
| 4 |
DSAM
Dock Street Asset Management
Palm Beach,
Florida
|
-$1.15M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.02M |
STOT Hedge Fund Activity: Q2 2022 in Review
46 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q2 2022, worth a combined $75.2M — up 4.5% from $72M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of STOT and 5 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 12 added.
The largest buyer was UBS Group, adding an estimated $8.69M. The largest seller was Providence Capital Advisors, exiting entirely with an estimated $2.86M sold.
- 46 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q2 2022, down from 48 in Q1 2022.
- Funds reported $75.2M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q2 2022, up 4.5% quarter-over-quarter.
- 5 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q2 2022 and 7 closed out, a net change of -2 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q2 2022 was UBS Group, an estimated $8.69M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q2 2022 was Providence Capital Advisors, an estimated $2.86M sold.
Based on aggregated 13F filings for Q2 2022.