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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
HAS
51
HBW Advisory Services
California
$270K +$20.8K +815 +8%
MCA
52
MSH Capital Advisors
Arizona
$254K +$36.7K +1,437 +17%
CFD
53
Creative Financial Designs
Indiana
$249K +$78.4K +3,074 +47%
TCM
54
Triumph Capital Management
Colorado
$240K +$237K +9,282 New
HH
55
Hilltop Holdings
Texas
$234K +$231K +9,040 New
Mariner
56
Mariner
Kansas
$220K – – –
Osaic Holdings
57
Osaic Holdings
Arizona
$218K +$181K +7,082 +521%
FSA
58
Financial Sense Advisors
California
$209K -$28.7K -1,126 -12%
PAS
59
PKS Advisory Services
New York
$208K +$208K +8,135 New
MWM
60
Mascagni Wealth Management
Mississippi
$206K +$638 +25 +0.3%
AF
61
Allworth Financial
California
$152K -$200K -7,847 -57%
T
62
Transce3nd
Texas
$150K +$74.8K +2,930 +102%
SAM
63
Smartleaf Asset Management
Massachusetts
$127K +$106K +4,162 +538%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$124K – – –
RFS
65
Richardson Financial Services
Massachusetts
$108K +$27.8K +1,090 +35%
GRP
66
Global Retirement Partners
California
$70.1K +$69.2K +2,713 New
FFA
67
Farther Finance Advisors
California
$69.5K +$27.5K +1,078 +67%
Wells Fargo
68
Wells Fargo
California
$55K +$1.4K +55 +3%
PTC
69
Private Trust Company
Ohio
$47.8K +$8.93K +350 +23%
ACA
70
Aptus Capital Advisors
Alabama
$44.1K +$43.5K +1,706 New
UBS Group
71
UBS Group
Switzerland
$13.2K +$13K +509 New
C
72
Covestor
United Kingdom
$5K +$2.45K +96 +93%
FFA
73
Frazier Financial Advisors
Ohio
$1.56K – – –
RFG
74
REAP Financial Group
Texas
$1.52K – – –
EWM
75
Evolution Wealth Management
Florida
$620 +$612 +24 New
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.