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State Street DoubleLine Short Duration Total Return Tactical ETF

41 hedge funds and large institutions have $67.6M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.66% more ownership

Funds ownership: 44.05%54.72% (+11%)

1% more capital invested

Capital invested by funds: $66.9M → $67.6M (+$680K)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

11% less funds holding

Funds holding: 4641 (-5)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
4
Increased
15
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1
Spinnaker Investment Group
California
$18M +$3.55M +77,244 +25%
LPL Financial
2
LPL Financial
California
$10.1M +$2.21M +48,047 +28%
HA
3
Hofer & Associates
California
$5.46M -$3.49K -76 -0.1%
UBS Group
4
UBS Group
Switzerland
$4.25M -$89.4K -1,948 -2%
EWM
5
Elmwood Wealth Management
California
$3.68M -$119K -2,600 -3%
EWA
6
Exencial Wealth Advisors
Oklahoma
$3.37M +$1.33M +29,002 +66%
Morgan Stanley
7
Morgan Stanley
New York
$3.36M +$637K +13,884 +24%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.02M +$188K +4,103 +7%
PCMU
9
Paragon Capital Management (Utah)
Utah
$2.44M +$42K +915 +2%
GEA
10
Glen Eagle Advisors
New Jersey
$1.83M +$1.81M +39,531 +39,531%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.58M -$47.1K -1,025 -3%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.41M +$271K +5,911 +24%
LFG
13
Larson Financial Group
Missouri
$1M +$14.7K +320 +1%
Bank of America
14
Bank of America
North Carolina
$873K -$1.42M -30,980 -62%
SWP
15
Stratos Wealth Partners
Ohio
$714K -$117K -2,541 -14%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$664K +$54.8K +1,194 +9%
KIA
17
KLR Investment Advisors
Rhode Island
$629K +$627K +13,654 New
GIP
18
Greatmark Investment Partners
Georgia
$576K
CIBC World Market
19
CIBC World Market
Ontario, Canada
$570K
MFG
20
Merit Financial Group
Georgia
$488K +$486K +10,588 New
ACP
21
Aveo Capital Partners
Colorado
$399K -$305K -6,650 -43%
OPS
22
Orion Portfolio Solutions
Nebraska
$390K
BCI
23
Brinker Capital Investments
Pennsylvania
$381K
EH
24
Equitable Holdings
New York
$299K +$22.2K +483 +8%
SS
25
Sunbelt Securities
Texas
$282K +$1.7K +37 +0.6%

STOT Hedge Fund Activity: Q4 2022 in Review

41 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q4 2022, worth a combined $67.6M — up 1% from $66.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of STOT and 4 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Spinnaker Investment Group, adding an estimated $3.55M. The largest seller was Jane Street, exiting entirely with an estimated $2.58M sold.

  • 41 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q4 2022, down from 46 in Q3 2022.
  • Funds reported $67.6M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q4 2022, up 1% quarter-over-quarter.
  • 4 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q4 2022 and 7 closed out, a net change of -3 holders.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q4 2022 was Spinnaker Investment Group, an estimated $3.55M added.
  • The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q4 2022 was Jane Street, an estimated $2.58M sold.

Based on aggregated 13F filings for Q4 2022.