State Street Fixed Income Sector Rotation ETF
FISR
39 hedge funds and large institutions have $166M invested in State Street Fixed Income Sector Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 7 closing their positions.
0.41% more ownership
Funds ownership: 94.71% → 95.12% (+0.41%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $170M → $166M (-$4.42M)
9% less funds holding
Funds holding: 43 → 39 (-4)
50% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 24
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.47M |
| 2 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$1.04M |
| 3 |
RCM
Raleigh Capital Management
Cary,
North Carolina
|
+$809K |
| 4 |
VF
Virtu Financial
New York
|
+$466K |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.3M |
| 2 |
T
TRUADVICE
Sarasota,
Florida
|
-$921K |
| 3 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
-$782K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$656K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$569K |
FISR Hedge Fund Activity: Q3 2023 in Review
39 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q3 2023, worth a combined $166M — down 2.6% from $170M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FISR and 3 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 12 added.
The largest buyer was Cetera Advisors, adding an estimated $1.47M. The largest seller was Envestnet Asset Management, cutting an estimated $11.3M.
- 39 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q3 2023, down from 43 in Q2 2023.
- Funds reported $166M of State Street Fixed Income Sector Rotation ETF stock for Q3 2023, down 2.6% quarter-over-quarter.
- 3 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q3 2023 and 7 closed out, a net change of -4 holders.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q3 2023 was Cetera Advisors, an estimated $1.47M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2023.