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State Street DoubleLine Short Duration Total Return Tactical ETF

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.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

10% more funds holding

Funds holding: 4246 (+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: 33 (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

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
11
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1
Spinnaker Investment Group
California
$22.2M +$663K +14,279 +3%
LPL Financial
2
LPL Financial
California
$6.79M -$48.1K -1,035 -0.7%
PCMU
3
Paragon Capital Management (Utah)
Utah
$6.05M -$56.2K -1,210 -0.9%
HA
4
Hofer & Associates
California
$5.66M +$12.3K +264 +0.2%
Jane Street
5
Jane Street
New York
$3.53M +$613K +13,193 +21%
UBS Group
6
UBS Group
Switzerland
$3.52M -$351K -7,552 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.04M
Morgan Stanley
8
Morgan Stanley
New York
$3.03M -$75.8K -1,633 -2%
EWA
9
Exencial Wealth Advisors
Oklahoma
$3.02M -$243K -5,238 -7%
AFO
10
Arrowroot Family Office
California
$2.36M +$185K +3,981 +8%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.03M +$2.03M +43,783 New
PAG
12
Private Advisor Group
New Jersey
$1.73M +$188K +4,046 +12%
GEA
13
Glen Eagle Advisors
New Jersey
$1.55M -$2.64M -56,880 -63%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.4M -$38.7K -833 -3%
ARC
15
Advisor Resource Council
Texas
$1.35M -$111K -2,397 -8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.25M +$1.25M +26,914 New
AWM
17
AE Wealth Management
Kansas
$1.04M -$46.2K -994 -4%
Citadel Advisors
18
Citadel Advisors
Florida
$970K +$69.9K +1,505 +8%
Bank of America
19
Bank of America
North Carolina
$903K -$50K -1,076 -5%
LFG
20
Larson Financial Group
Missouri
$893K -$30K -646 -3%
SAM
21
Synergy Asset Management
Washington
$844K +$844K +18,177 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$725K +$16K +344 +2%
KIA
23
KLR Investment Advisors
Rhode Island
$670K -$21.3K -458 -3%
GIP
24
Greatmark Investment Partners
Georgia
$580K
CIBC World Market
25
CIBC World Market
Ontario, Canada
$548K

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.