State Street Fixed Income Sector Rotation ETF
FISR
43 hedge funds and large institutions have $144M invested in State Street Fixed Income Sector Rotation ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
200% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 8
13% more funds holding
Funds holding: 38 → 43 (+5)
13% more capital invested
Capital invested by funds: $128M → $144M (+$16.2M)
5.05% more ownership
Funds ownership: 97.37% → 102.43% (+5.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.28M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.14M |
| 3 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$1.09M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.04M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$830K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$880K |
| 2 |
T
TRUADVICE
Sarasota,
Florida
|
-$320K |
| 3 |
RCM
Raleigh Capital Management
Cary,
North Carolina
|
-$226K |
| 4 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$171K |
| 5 |
Jane Street
New York
|
-$121K |
FISR Hedge Fund Activity: Q4 2022 in Review
43 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q4 2022, worth a combined $144M — up 13% from $128M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FISR positions and 3 closed out — a net gain of 6 holders — while 24 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.28M. The largest seller was Simplicity Solutions, cutting an estimated $880K.
- 43 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q4 2022, up from 38 in Q3 2022.
- Funds reported $144M of State Street Fixed Income Sector Rotation ETF stock for Q4 2022, up 13% quarter-over-quarter.
- 9 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q4 2022 and 3 closed out, a net change of +6 holders.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q4 2022 was LPL Financial, an estimated $8.28M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q4 2022 was Simplicity Solutions, an estimated $880K sold.
Based on aggregated 13F filings for Q4 2022.