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State Street Fixed Income Sector Rotation ETF
FISR

76 hedge funds and large institutions have $440M invested in State Street Fixed Income Sector Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

643% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 7

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

37% more capital invested

Capital invested by funds: $321M → $440M (+$119M)

6% more funds holding

Funds holding: 72 → 76 (+4)

2.67% more ownership

Funds ownership: 99.74% → 102.41% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
52
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$26.7M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$26.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.8M
4
APW
Austin Private Wealth
Texas
+$9.98M
5
HWP
Hibernia Wealth Partners
Louisiana
+$8.58M

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$773K
2
TC
TownSquare Capital
Utah
-$766K
3
Jane Street
Jane Street
New York
-$479K
4
WFAG
Worth Financial Advisory Group
North Carolina
-$277K
5
Citadel Advisors
Citadel Advisors
Florida
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
26
Global Financial Private Client
Florida
$1.04M +$305K +11,957 +42%
VBFP
27
Valtinson Bruner Financial Planning
Minnesota
$862K +$654K +25,614 +331%
TVM
28
True Vision MN
Minnesota
$753K +$59.4K +2,327 +9%
VAG
29
VisionPoint Advisory Group
Texas
$710K +$16.4K +644 +2%
MML Investors Services
30
MML Investors Services
Massachusetts
$691K +$682K +26,729 New
KFS
31
Kelly Financial Services
Massachusetts
$635K -$5.92K -232 -0.9%
QWM
32
Quadcap Wealth Management
Texas
$561K – – –
MFG
33
Merit Financial Group
Georgia
$505K -$203K -7,950 -29%
PS
34
Principal Securities
Iowa
$497K +$379K +14,844 +339%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$479K +$6.63K +260 +1%
CAAS
36
Capital Asset Advisory Services
Michigan
$475K +$103K +4,039 +28%
ACM
37
Absolute Capital Management
Pennsylvania
$439K +$78.1K +3,061 +22%
PAG
38
Private Advisor Group
New Jersey
$430K +$105K +4,095 +33%
EAM
39
Empirical Asset Management
Massachusetts
$405K +$24.3K +954 +6%
SWP
40
Stratos Wealth Partners
Ohio
$404K +$399K +15,626 New
SF
41
Synovus Financial
Georgia
$403K +$21.8K +856 +6%
Raymond James Financial
42
Raymond James Financial
Florida
$401K -$740 -29 -0.2%
FA
43
FSA Advisors
Michigan
$380K +$55.7K +2,183 +17%
RWPA
44
Richard W. Paul & Associates
Michigan
$380K +$253K +9,897 +207%
FI
45
FWG Investments
Kentucky
$336K -$28.8K -1,130 -8%
MFN
46
Midwest Financial Network
Illinois
$313K +$82.2K +3,220 +36%
MWM
47
Maripau Wealth Management
Indiana
$312K +$38.5K +1,508 +14%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$296K +$292K +11,438 New
AI
49
Atria Investments
North Carolina
$287K +$10.4K +406 +4%
NL
50
NWAM LLC
Washington
$279K – – –
1
2
3 4

FISR Hedge Fund Activity: Q2 2025 in Review

76 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q2 2025, worth a combined $440M — up 37% from $321M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FISR positions and 7 closed out — a net gain of 4 holders — while 52 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.7M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $773K sold.

  • 76 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q2 2025, up from 72 in Q1 2025.
  • Funds reported $440M of State Street Fixed Income Sector Rotation ETF stock for Q2 2025, up 37% quarter-over-quarter.
  • 11 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q2 2025 and 7 closed out, a net change of +4 holders.
  • The largest State Street Fixed Income Sector Rotation ETF buyer in Q2 2025 was LPL Financial, an estimated $26.7M added.
  • The largest State Street Fixed Income Sector Rotation ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $773K sold.

Based on aggregated 13F filings for Q2 2025.