State Street Fixed Income Sector Rotation ETF
FISR
38 hedge funds and large institutions have $128M invested in State Street Fixed Income Sector Rotation ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 5 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 6
13% more capital invested
Capital invested by funds: $114M → $128M (+$14.6M)
2.89% more ownership
Funds ownership: 94.48% → 97.37% (+2.9%)
0% more funds holding
Funds holding: 38 → 38 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.9M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2M |
| 4 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
+$1.24M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$9.35M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.41M |
| 3 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$257K |
| 4 |
RCM
Raleigh Capital Management
Cary,
North Carolina
|
-$229K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$121K |
FISR Hedge Fund Activity: Q3 2022 in Review
38 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q3 2022, worth a combined $128M — up 13% from $114M a quarter earlier.
Fund positioning in FISR was balanced in Q3 2022: 5 funds opened new positions, 5 closed out, 22 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $13M. The largest seller was Simplicity Solutions, cutting an estimated $9.35M.
- 38 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $128M of State Street Fixed Income Sector Rotation ETF stock for Q3 2022, up 13% quarter-over-quarter.
- 5 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q3 2022 and 5 closed out, a net change of 0 holders.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $13M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q3 2022 was Simplicity Solutions, an estimated $9.35M sold.
Based on aggregated 13F filings for Q3 2022.