State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
55 hedge funds and large institutions have $126M invested in State Street DoubleLine Short Duration Total Return Tactical ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 9 closing their positions.
7% more capital invested
Capital invested by funds: $117M → $126M (+$8.71M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 20
2% less funds holding
Funds holding: 56 → 55 (-1)
3.59% less ownership
Funds ownership: 77.16% → 73.57% (-3.6%)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$6.94M |
| 2 |
MW
MBL Wealth
Charlotte,
North Carolina
|
+$5.36M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.15M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.8M |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.06M |
| 2 |
Morgan Stanley
New York
|
-$2.95M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$1.3M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.12M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$1.07M |
STOT Hedge Fund Activity: Q1 2024 in Review
55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) for Q1 2024, worth a combined $126M — up 7.4% from $117M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of STOT and 8 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 20 added.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $6.94M. The largest seller was Royal Bank of Canada, cutting an estimated $3.06M.
- 55 institutional investors held State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) as of Q1 2024, down from 56 in Q4 2023.
- Funds reported $126M of State Street DoubleLine Short Duration Total Return Tactical ETF stock for Q1 2024, up 7.4% quarter-over-quarter.
- 8 funds opened new State Street DoubleLine Short Duration Total Return Tactical ETF positions in Q1 2024 and 9 closed out, a net change of -1 holder.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF buyer in Q1 2024 was CAPTRUST Financial Advisors, an estimated $6.94M added.
- The largest State Street DoubleLine Short Duration Total Return Tactical ETF seller in Q1 2024 was Royal Bank of Canada, an estimated $3.06M sold.
Based on aggregated 13F filings for Q1 2024.