State Street Fixed Income Sector Rotation ETF
FISR
72 hedge funds and large institutions have $321M invested in State Street Fixed Income Sector Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
52% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 23
9% more capital invested
Capital invested by funds: $295M → $321M (+$25.7M)
0.49% less ownership
Funds ownership: 100.23% → 99.74% (-0.49%)
4% less funds holding
Funds holding: 75 → 72 (-3)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.5M |
| 2 |
APW
Austin Private Wealth
Austin,
Texas
|
+$6.15M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.1M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.94M |
| 5 |
LFG
Lockerman Financial Group
Newport Beach,
California
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$5.28M |
| 2 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$1.72M |
| 3 |
VF
Virtu Financial
New York
|
-$1.61M |
| 4 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
-$1.35M |
| 5 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACP
76
Aveo Capital Partners
Englewood,
Colorado
| – | -$743K | -29,278 | Closed |
|
|
CP
77
Castleview Partners
Dallas,
Texas
| – | -$650K | -25,608 | Closed |
|
78
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$285K | -11,238 | Closed |
|
|
FWM
79
FLP Wealth Management
Bentonville,
Arkansas
| – | -$6.86K | -270 | Closed |
|
80
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.95K | -77 | Closed |
|
|
CJ
81
Caitlin John
Brighton,
Michigan
| – | -$284 | -11 | Closed |
|
FISR Hedge Fund Activity: Q1 2025 in Review
72 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q1 2025, worth a combined $321M — up 8.7% from $295M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FISR and 7 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 35 added.
The largest buyer was LPL Financial, adding an estimated $12.5M. The largest seller was GeoWealth Management, cutting an estimated $5.28M.
- 72 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q1 2025, down from 75 in Q4 2024.
- Funds reported $321M of State Street Fixed Income Sector Rotation ETF stock for Q1 2025, up 8.7% quarter-over-quarter.
- 7 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q1 2025 and 9 closed out, a net change of -2 holders.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q1 2025 was LPL Financial, an estimated $12.5M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q1 2025 was GeoWealth Management, an estimated $5.28M sold.
Based on aggregated 13F filings for Q1 2025.