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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWP
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
+$8.46M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$6.38M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.39M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$908K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCG
Capital CS Group
Irvine,
California
|
-$1.35M |
| 2 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
-$1.33M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.33M |
| 4 |
VF
Virtu Financial
New York
|
-$454K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$281K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $2.78K | -$50.3K | -2,011 | -95% |
|
|
FFA
52
Frazier Financial Advisors
Columbus,
Ohio
| $2.62K | +$2.52K | +101 | New |
|
|
RFG
53
REAP Financial Group
Austin,
Texas
| $1.98K | +$1.9K | +76 | New |
|
|
C
54
Covestor
London,
United Kingdom
| $1K | -$500 | -20 | -36% |
|
55
Morgan Stanley
New York
| $52 | +$50 | +2 | New |
|
|
CCG
56
Capital CS Group
Irvine,
California
| – | -$1.35M | -54,676 | Closed |
|
|
VF
57
Virtu Financial
New York
| – | -$454K | -18,360 | Closed |
|
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.