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State Street Fixed Income Sector Rotation ETF

79 hedge funds and large institutions have $470M invested in State Street Fixed Income Sector Rotation ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 14

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

31% more capital invested

Capital invested by funds: $359M → $470M (+$111M)

3.45% more ownership

Funds ownership: 99.86%103.31% (+3.4%)

1% more funds holding

Funds holding: 7879 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
0.97%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
47
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
51
NWAM LLC
Washington
$280K
MCA
52
MSH Capital Advisors
Arizona
$277K
MWM
53
Maripau Wealth Management
Indiana
$238K +$34.2K +1,319 +17%
FI
54
FWG Investments
Kentucky
$227K +$6.43K +248 +3%
TCM
55
Triumph Capital Management
Colorado
$223K +$60.4K +2,331 +37%
FSA
56
Financial Sense Advisors
California
$216K -$17.8K -687 -8%
AI
57
Atria Investments
North Carolina
$215K +$216K +8,342 New
RWPA
58
Richard W. Paul & Associates
Michigan
$140K +$77.5K +2,989 +123%
BLC
59
Brown, Lisle/Cummings
Rhode Island
$75.1K +$75.7K +2,920 New
RFS
60
Richardson Financial Services
Massachusetts
$59.7K +$3.21K +124 +6%
SAM
61
Smartleaf Asset Management
Massachusetts
$49.6K +$30.9K +1,192 +160%
FFA
62
Farther Finance Advisors
California
$47.5K +$12K +463 +33%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$40.9K +$41.2K +1,590 New
PTC
64
Private Trust Company
Ohio
$33K -$441 -17 -1%
Osaic Holdings
65
Osaic Holdings
Arizona
$29.3K -$189K -7,309 -86%
AF
66
Allworth Financial
California
$15.8K
C
67
Covestor
United Kingdom
$15K +$9.46K +365 +169%
MWA
68
Merkkuri Wealth Advisors
New York
$9.45K +$9.52K +367 New
Q1WB
69
Quest 10 Wealth Builders
Virginia
$7.95K
KFG
70
Kingdom Financial Group
Arizona
$4.17K -$26 -1 -0.6%
LAS
71
Lloyd Advisory Services
Georgia
$4.17K +$4.2K +162 New
RF
72
Rossby Financial
Florida
$1.95K
EWM
73
Evolution Wealth Management
Florida
$1.85K -$337 -13 -15%
RFG
74
REAP Financial Group
Texas
$1.67K
FFA
75
Frazier Financial Advisors
Ohio
$1.6K

FISR Hedge Fund Activity: Q1 2026 in Review

79 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q1 2026, worth a combined $470M — up 31% from $359M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FISR positions and 6 closed out — a net gain of 4 holders — while 47 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $28.9M. The largest seller was Sanctuary Advisors, cutting an estimated $1.21M.

  • 79 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q1 2026, up from 78 in Q4 2025.
  • Funds reported $470M of State Street Fixed Income Sector Rotation ETF stock for Q1 2026, up 31% quarter-over-quarter.
  • 10 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q1 2026 and 6 closed out, a net change of +4 holders.
  • The largest State Street Fixed Income Sector Rotation ETF buyer in Q1 2026 was LPL Financial, an estimated $28.9M added.
  • The largest State Street Fixed Income Sector Rotation ETF seller in Q1 2026 was Sanctuary Advisors, an estimated $1.21M sold.

Based on aggregated 13F filings for Q1 2026.