We are live on ! Find out more
FISR icon

State Street Fixed Income Sector Rotation ETF

64 hedge funds and large institutions have $239M invested in State Street Fixed Income Sector Rotation ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.69% less ownership

Funds ownership: 102.41%95.72% (-6.7%)

16% less funds holding

Funds holding: 7664 (-12)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

46% less capital invested

Capital invested by funds: $440M → $239M (-$201M)

71% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 17

80% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 45

Holders
64
Holders Change
-12
Holders Change %
-15.79%
% of All Funds
0.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
5
Increased
9
Reduced
45
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TVM
26
True Vision MN
Minnesota
$689K -$69.4K -2,690 -9%
VAG
27
VisionPoint Advisory Group
Texas
$621K -$94K -3,643 -13%
QWM
28
Quadcap Wealth Management
Texas
$547K -$18.1K -700 -3%
GM
29
GeoWealth Management
Illinois
$521K -$733K -28,389 -59%
VBFP
30
Valtinson Bruner Financial Planning
Minnesota
$499K -$367K -14,214 -43%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$475K -$7.95K -308 -2%
CFD
32
Creative Financial Designs
Indiana
$475K +$222K +8,586 +89%
MFG
33
Merit Financial Group
Georgia
$463K -$45.5K -1,762 -9%
MML Investors Services
34
MML Investors Services
Massachusetts
$437K -$257K -9,962 -37%
KFS
35
Kelly Financial Services
Massachusetts
$388K -$250K -9,694 -39%
EAM
36
Empirical Asset Management
Massachusetts
$342K -$65.8K -2,549 -16%
GFPC
37
Global Financial Private Client
Florida
$341K -$702K -27,196 -68%
Morgan Stanley
38
Morgan Stanley
New York
$331K +$328K +12,722 New
SWP
39
Stratos Wealth Partners
Ohio
$331K -$75.3K -2,916 -19%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$318K +$19.8K +768 +7%
PAG
41
Private Advisor Group
New Jersey
$307K -$126K -4,878 -29%
NL
42
NWAM LLC
Washington
$286K
RFS
43
Richardson Financial Services
Massachusetts
$282K +$11.1K +429 +10%
MCA
44
MSH Capital Advisors
Arizona
$281K +$24.5K +950 +10%
Osaic Holdings
45
Osaic Holdings
Arizona
$216K -$3.72K -144 -2%
FSA
46
Financial Sense Advisors
California
$211K
TCM
47
Triumph Capital Management
Colorado
$201K -$40.1K -1,554 -17%
OE
48
October Effect
Virginia
$201K +$199K +7,727 New
SPIA
49
Steward Partners Investment Advisory
New York
$138K +$137K +5,302 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$125K