State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
46 hedge funds and large institutions have $81M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
20% more capital invested
Capital invested by funds: $67.6M → $81M (+$13.4M)
12.44% more ownership
Funds ownership: 54.72% → 67.16% (+12%)
12% more funds holding
Funds holding: 41 → 46 (+5)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
50% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.12M |
| 2 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
+$2.1M |
| 3 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
+$1.8M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.01M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$626K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$1.22M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$390K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$381K |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$286K |
| 5 |
Morgan Stanley
New York
|
-$277K |
STOT Hedge Fund Activity: Q1 2023 in Review
46 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q1 2023, worth a combined $81M — up 20% from $67.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new STOT positions and 5 closed out — a net gain of 6 holders — while 10 added to existing stakes and 20 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $5.12M. The largest seller was HighTower Advisors, cutting an estimated $1.22M.
- 46 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q1 2023, up from 41 in Q4 2022.
- Funds reported $81M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q1 2023, up 20% quarter-over-quarter.
- 11 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q1 2023 and 5 closed out, a net change of +6 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q1 2023 was Jane Street, an estimated $5.12M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q1 2023 was HighTower Advisors, an estimated $1.22M sold.
Based on aggregated 13F filings for Q1 2023.