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State Street Fixed Income Sector Rotation ETF
FISR

79 hedge funds and large institutions have $470M invested in State Street Fixed Income Sector Rotation ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 14

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

31% more capital invested

Capital invested by funds: $359M → $470M (+$111M)

3.45% more ownership

Funds ownership: 99.86% → 103.31% (+3.4%)

1% more funds holding

Funds holding: 78 → 79 (+1)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
0.97%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
47
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$28.9M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$27.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.8M
4
Cerity Partners
Cerity Partners
New York
+$16.1M
5
PAS
Park Avenue Securities
New York
+$2.63M

Top Sellers

Rank Fund Capital Flow
1
SA
Sanctuary Advisors
Indiana
-$1.21M
2
Citadel Advisors
Citadel Advisors
Florida
-$600K
3
WFAG
Worth Financial Advisory Group
North Carolina
-$364K
4
Osaic Holdings
Osaic Holdings
Arizona
-$189K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$164K
Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
26
Valtinson Bruner Financial Planning
Minnesota
$1.5M +$198K +7,626 +15%
ATC
27
Argent Trust Co
Tennessee
$1.37M -$17.2K -665 -1%
TVM
28
True Vision MN
Minnesota
$1.17M +$254K +9,813 +28%
IWM
29
Iams Wealth Management
Nebraska
$1M -$55.4K -2,137 -5%
WF
30
WealthPoint Financial
North Carolina
$936K +$398K +15,360 +73%
GM
31
GeoWealth Management
Illinois
$893K +$149K +5,746 +20%
GAA
32
Global Assets Advisory
Florida
$817K +$829K +31,990 New
GFPC
33
Global Financial Private Client
Florida
$754K +$196K +7,562 +35%
VAG
34
VisionPoint Advisory Group
Texas
$647K -$1.24K -48 -0.2%
WIA
35
World Investment Advisors
California
$613K +$217K +8,366 +54%
CFD
36
Creative Financial Designs
Indiana
$548K +$59.4K +2,290 +12%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$494K +$44.3K +1,710 +10%
OWA
38
Outlook Wealth Advisors
Texas
$490K +$271K +10,445 +121%
SWP
39
Stratos Wealth Partners
Ohio
$446K +$111K +4,294 +33%
FA
40
FSA Advisors
Michigan
$436K +$43.8K +1,688 +11%
KFS
41
Kelly Financial Services
Massachusetts
$426K +$69.9K +2,698 +19%
QWM
42
Quadcap Wealth Management
Texas
$416K -$97K -3,741 -19%
ACM
43
Absolute Capital Management
Pennsylvania
$402K +$131K +5,044 +48%
IAA
44
Independent Advisor Alliance
North Carolina
$386K -$35.9K -1,384 -8%
IWP
45
Integrity Wealth Partners
California
$383K +$386K +14,891 New
PAG
46
Private Advisor Group
New Jersey
$351K -$93.5K -3,606 -21%
OE
47
October Effect
Virginia
$329K +$125K +4,819 +60%
Morgan Stanley
48
Morgan Stanley
New York
$311K -$76.1K -2,937 -20%
CAAS
49
Capital Asset Advisory Services
Michigan
$311K +$312K +12,031 New
EAM
50
Empirical Asset Management
Massachusetts
$290K +$16.3K +627 +6%
1
2
3 4

FISR Hedge Fund Activity: Q1 2026 in Review

79 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q1 2026, worth a combined $470M — up 31% from $359M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FISR positions and 6 closed out — a net gain of 4 holders — while 47 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $28.9M. The largest seller was Sanctuary Advisors, cutting an estimated $1.21M.

  • 79 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q1 2026, up from 78 in Q4 2025.
  • Funds reported $470M of State Street Fixed Income Sector Rotation ETF stock for Q1 2026, up 31% quarter-over-quarter.
  • 10 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q1 2026 and 6 closed out, a net change of +4 holders.
  • The largest State Street Fixed Income Sector Rotation ETF buyer in Q1 2026 was LPL Financial, an estimated $28.9M added.
  • The largest State Street Fixed Income Sector Rotation ETF seller in Q1 2026 was Sanctuary Advisors, an estimated $1.21M sold.

Based on aggregated 13F filings for Q1 2026.