State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
56 hedge funds and large institutions have $117M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
47% more capital invested
Capital invested by funds: $80.2M → $117M (+$37.3M)
22% more funds holding
Funds holding: 46 → 56 (+10)
11.97% more ownership
Funds ownership: 65.18% → 77.16% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$24.6M |
| 2 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
+$3.27M |
| 3 |
Morgan Stanley
New York
|
+$3.04M |
| 4 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
+$1.95M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.22M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.73M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.25M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$970K |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$548K |
STOT Hedge Fund Activity: Q4 2023 in Review
56 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q4 2023, worth a combined $117M — up 47% from $80.2M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new STOT positions and 4 closed out — a net gain of 10 holders — while 18 added to existing stakes and 21 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $24.6M. The largest seller was Jane Street, cutting an estimated $2.22M.
- 56 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q4 2023, up from 46 in Q3 2023.
- Funds reported $117M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q4 2023, up 47% quarter-over-quarter.
- 14 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q4 2023 and 4 closed out, a net change of +10 holders.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q4 2023 was CAPTRUST Financial Advisors, an estimated $24.6M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q4 2023 was Jane Street, an estimated $2.22M sold.
Based on aggregated 13F filings for Q4 2023.