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State Street Fixed Income Sector Rotation ETF
FISR

55 hedge funds and large institutions have $205M invested in State Street Fixed Income Sector Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

41% more funds holding

Funds holding: 39 → 55 (+16)

23% more capital invested

Capital invested by funds: $166M → $205M (+$38.8M)

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

6.36% more ownership

Funds ownership: 95.12% → 101.48% (+6.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
55
Holders Change
+16
Holders Change %
+41.03%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
20
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWP
Hibernia Wealth Partners
Louisiana
+$8.46M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$6.38M
3
AWM
AE Wealth Management
Kansas
+$5.8M
4
LPL Financial
LPL Financial
California
+$5.39M
5
GM
GeoWealth Management
Illinois
+$908K

Top Sellers

Rank Fund Capital Flow
1
CCG
Capital CS Group
California
-$1.35M
2
APC
Aspire Private Capital
North Carolina
-$1.33M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.33M
4
VF
Virtu Financial
New York
-$454K
5
CA
Cetera Advisors
Colorado
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
26
VisionPoint Advisory Group
Texas
$635K +$174K +6,960 +40%
AWS
27
Atria Wealth Solutions
New York
$629K +$9.35K +374 +2%
QWM
28
Quadcap Wealth Management
Texas
$569K +$547K +21,865 New
MFG
29
Merit Financial Group
Georgia
$502K +$124K +4,954 +35%
GFPC
30
Global Financial Private Client
Florida
$464K +$278K +11,125 +166%
CAN
31
Cetera Advisor Networks
California
$430K +$138K +5,538 +50%
EAM
32
Empirical Asset Management
Massachusetts
$410K +$3.15K +126 +0.8%
ACP
33
Aveo Capital Partners
Colorado
$385K +$31.4K +1,256 +9%
MWM
34
Maripau Wealth Management
Indiana
$344K -$1.13K -45 -0.3%
SAW
35
Signal Advisors Wealth
Michigan
$344K +$330K +13,204 New
RJA
36
Raymond James & Associates
Florida
$324K -$62.3K -2,492 -17%
PAG
37
Private Advisor Group
New Jersey
$285K +$14.5K +580 +6%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$263K +$253K +10,108 New
FA
39
FSA Advisors
Michigan
$254K +$244K +9,746 New
FI
40
FWG Investments
Kentucky
$238K +$229K +9,162 New
HAS
41
HBW Advisory Services
California
$226K +$217K +8,676 New
FSA
42
Financial Sense Advisors
California
$206K +$198K +7,904 New
APW
43
Austin Private Wealth
Texas
$205K +$197K +7,893 New
CP
44
Castleview Partners
Texas
$203K -$96.6K -3,866 -33%
RWPA
45
Richard W. Paul & Associates
Michigan
$152K +$62.8K +2,512 +75%
FFA
46
Farther Finance Advisors
California
$78.3K -$51.6K -2,063 -41%
GRP
47
Global Retirement Partners
California
$61.1K +$2.77K +111 +5%
SAM
48
Smartleaf Asset Management
Massachusetts
$16.2K +$15.5K +622 New
T
49
Tidemark
California
$9.78K +$9.4K +376 New
Wells Fargo
50
Wells Fargo
California
$4.87K +$4.67K +187 New
1
2
3

FISR Hedge Fund Activity: Q4 2023 in Review

55 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q4 2023, worth a combined $205M — up 23% from $166M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FISR positions and 2 closed out — a net gain of 16 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Hibernia Wealth Partners, opening a new position worth an estimated $8.46M. The largest seller was Capital CS Group, exiting entirely with an estimated $1.35M sold.

  • 55 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q4 2023, up from 39 in Q3 2023.
  • Funds reported $205M of State Street Fixed Income Sector Rotation ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 18 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q4 2023 and 2 closed out, a net change of +16 holders.
  • The largest State Street Fixed Income Sector Rotation ETF buyer in Q4 2023 was Hibernia Wealth Partners, an estimated $8.46M added.
  • The largest State Street Fixed Income Sector Rotation ETF seller in Q4 2023 was Capital CS Group, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2023.