State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
46 hedge funds and large institutions have $80.2M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
10% more funds holding
Funds holding: 42 → 46 (+4)
0.85% more ownership
Funds ownership: 64.33% → 65.18% (+0.85%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less capital invested
Capital invested by funds: $82.2M → $80.2M (-$2.04M)
50% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.03M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.25M |
| 3 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$844K |
| 4 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
+$663K |
| 5 |
Jane Street
New York
|
+$613K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
-$3.6M |
| 2 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
-$2.64M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$482K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$398K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$351K |
STOT Hedge Fund Activity: Q3 2023 in Review
46 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q3 2023, worth a combined $80.2M — down 2.5% from $82.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new STOT positions and 5 closed out — a net gain of 4 holders — while 11 added to existing stakes and 22 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.03M. The largest seller was Elmwood Wealth Management, exiting entirely with an estimated $3.6M sold.
- 46 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q3 2023, up from 42 in Q2 2023.
- Funds reported $80.2M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q3 2023, down 2.5% quarter-over-quarter.
- 9 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q3 2023 and 5 closed out, a net change of +4 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q3 2023 was Cetera Investment Advisers, an estimated $2.03M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q3 2023 was Elmwood Wealth Management, an estimated $3.6M sold.
Based on aggregated 13F filings for Q3 2023.