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State Street Fixed Income Sector Rotation ETF
FISR

75 hedge funds and large institutions have $295M invested in State Street Fixed Income Sector Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 43 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

10% more funds holding

Funds holding: 68 → 75 (+7)

3.67% less ownership

Funds ownership: 103.9% → 100.23% (-3.7%)

16% less capital invested

Capital invested by funds: $350M → $295M (-$54.8M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

63% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 43

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
11
Increased
16
Reduced
43
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAW
Signal Advisors Wealth
Michigan
+$2.22M
2
VF
Virtu Financial
New York
+$1.64M
3
RCM
Raleigh Capital Management
North Carolina
+$752K
4
AF
Allworth Financial
California
+$534K
5
Jane Street
Jane Street
New York
+$273K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$13.5M
2
HWP
Hibernia Wealth Partners
Louisiana
-$9.45M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.55M
4
GM
GeoWealth Management
Illinois
-$3.62M
5
LWMI
Landmark Wealth Management (Illinois)
Illinois
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
Iams Wealth Management
Nebraska
$1.03M +$43.5K +1,683 +4%
AWS
27
Atria Wealth Solutions
New York
$933K -$82.1K -3,180 -8%
MFG
28
Merit Financial Group
Georgia
$882K +$161K +6,247 +22%
ACP
29
Aveo Capital Partners
Colorado
$743K -$120K -4,654 -14%
VAG
30
VisionPoint Advisory Group
Texas
$675K -$21.2K -819 -3%
CP
31
Castleview Partners
Texas
$650K +$55.1K +2,132 +9%
GFPC
32
Global Financial Private Client
Florida
$640K -$97.1K -3,759 -13%
QWM
33
Quadcap Wealth Management
Texas
$554K – – –
AF
34
Allworth Financial
California
$524K +$534K +20,661 New
APW
35
Austin Private Wealth
Texas
$522K -$674K -26,105 -56%
FI
36
FWG Investments
Kentucky
$516K -$37.7K -1,458 -7%
Jane Street
37
Jane Street
New York
$467K +$273K +10,565 +135%
EAM
38
Empirical Asset Management
Massachusetts
$412K -$3.2K -124 -0.8%
WFAG
39
Worth Financial Advisory Group
North Carolina
$393K -$117K -4,548 -23%
Morgan Stanley
40
Morgan Stanley
New York
$365K +$10K +388 +3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$352K +$117K +4,539 +48%
TVM
42
True Vision MN
Minnesota
$344K +$2.53K +98 +0.7%
Citadel Advisors
43
Citadel Advisors
Florida
$343K -$62.2K -2,409 -15%
Raymond James Financial
44
Raymond James Financial
Florida
$340K +$347K +13,417 New
FA
45
FSA Advisors
Michigan
$304K +$17.7K +685 +6%
CAAS
46
Capital Asset Advisory Services
Michigan
$290K -$192K -7,430 -39%
MWM
47
Maripau Wealth Management
Indiana
$289K -$15.2K -589 -5%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$285K +$80.8K +3,127 +39%
PAG
49
Private Advisor Group
New Jersey
$279K -$10.5K -405 -4%
Mariner
50
Mariner
Kansas
$259K +$264K +10,212 New
1
2
3 4

FISR Hedge Fund Activity: Q4 2024 in Review

75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q4 2024, worth a combined $295M — down 16% from $350M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FISR positions and 3 closed out — a net gain of 8 holders — while 16 added to existing stakes and 43 trimmed.

The largest buyer was Signal Advisors Wealth, adding an estimated $2.22M. The largest seller was LPL Financial, cutting an estimated $13.5M.

  • 75 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q4 2024, up from 68 in Q3 2024.
  • Funds reported $295M of State Street Fixed Income Sector Rotation ETF stock for Q4 2024, down 16% quarter-over-quarter.
  • 11 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q4 2024 and 3 closed out, a net change of +8 holders.
  • The largest State Street Fixed Income Sector Rotation ETF buyer in Q4 2024 was Signal Advisors Wealth, an estimated $2.22M added.
  • The largest State Street Fixed Income Sector Rotation ETF seller in Q4 2024 was LPL Financial, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2024.