State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
42 hedge funds and large institutions have $82.2M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 7 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
1% more capital invested
Capital invested by funds: $81M → $82.2M (+$1.16M)
2.83% less ownership
Funds ownership: 67.16% → 64.33% (-2.8%)
9% less funds holding
Funds holding: 46 → 42 (-4)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCMU
Paragon Capital Management (Utah)
Provo,
Utah
|
+$3.76M |
| 2 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
+$1.61M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$1.16M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$900K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$398K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.5M |
| 2 |
Jane Street
New York
|
-$2.2M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$634K |
| 4 |
AFO
Arrowroot Family Office
Marina Del Rey,
California
|
-$529K |
| 5 |
EH
Equitable Holdings
New York
|
-$396K |
STOT Hedge Fund Activity: Q2 2023 in Review
42 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q2 2023, worth a combined $82.2M — up 1.4% from $81M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of STOT and 3 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 21 added.
The largest buyer was Paragon Capital Management (Utah), adding an estimated $3.76M. The largest seller was LPL Financial, cutting an estimated $3.5M.
- 42 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q2 2023, down from 46 in Q1 2023.
- Funds reported $82.2M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q2 2023, up 1.4% quarter-over-quarter.
- 3 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q2 2023 and 7 closed out, a net change of -4 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q2 2023 was Paragon Capital Management (Utah), an estimated $3.76M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q2 2023 was LPL Financial, an estimated $3.5M sold.
Based on aggregated 13F filings for Q2 2023.