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
AF
51
Allworth Financial
California
$110K -$43.5K -1,684 -29%
Wells Fargo
52
Wells Fargo
California
$91.8K +$36K +1,394 +65%
GRP
53
Global Retirement Partners
California
$63.2K -$7.46K -289 -11%
ACA
54
Aptus Capital Advisors
Alabama
$44.5K
PS
55
Principal Securities
Iowa
$32.4K -$464K -17,977 -94%
PTC
56
Private Trust Company
Ohio
$16.3K -$31.5K -1,221 -66%
FFA
57
Farther Finance Advisors
California
$13.9K -$55.6K -2,154 -80%
RWPA
58
Richard W. Paul & Associates
Michigan
$8.78K -$370K -14,352 -98%
Q1WB
59
Quest 10 Wealth Builders
Virginia
$6.15K +$5.99K +232 +5,800%
RFG
60
REAP Financial Group
Texas
$1.69K +$155 +6 +10%
FFA
61
Frazier Financial Advisors
Ohio
$1.59K +$26 +1 +2%
C
62
Covestor
United Kingdom
$1K -$3.95K -153 -77%
EWM
63
Evolution Wealth Management
Florida
$625
CJ
64
Caitlin John
Michigan
$299 +$284 +11 New
OWA
65
Outlook Wealth Advisors
Texas
-$1.3M -50,194 Closed
CAAS
66
Capital Asset Advisory Services
Michigan
-$475K -18,454 Closed
ACM
67
Absolute Capital Management
Pennsylvania
-$439K -16,996 Closed
SF
68
Synovus Financial
Georgia
-$403K -15,605 Closed
FA
69
FSA Advisors
Michigan
-$380K -14,695 Closed
FI
70
FWG Investments
Kentucky
-$336K -12,992 Closed
MFN
71
Midwest Financial Network
Illinois
-$313K -12,110 Closed
MWM
72
Maripau Wealth Management
Indiana
-$312K -12,084 Closed
AI
73
Atria Investments
North Carolina
-$287K -11,096 Closed
HAS
74
HBW Advisory Services
California
-$270K -10,465 Closed
HH
75
Hilltop Holdings
Texas
-$234K -9,040 Closed