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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$26.7M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$26.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.8M |
| 4 |
APW
Austin Private Wealth
Austin,
Texas
|
+$9.98M |
| 5 |
HWP
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
+$8.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$773K |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$766K |
| 3 |
Jane Street
New York
|
-$479K |
| 4 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
-$277K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$260K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
Q1WB
76
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $103 | +$102 | +4 | New |
|
|
AWS
77
Atria Wealth Solutions
New York
| – | -$773K | -29,881 | Closed |
|
|
TC
78
TownSquare Capital
Provo,
Utah
| – | -$766K | -29,582 | Closed |
|
|
79
Jane Street
New York
| – | -$479K | -18,491 | Closed |
|
|
WFAG
80
Worth Financial Advisory Group
Charlotte,
North Carolina
| – | -$277K | -10,715 | Closed |
|
|
81
Citadel Advisors
Miami,
Florida
| – | -$260K | -10,055 | Closed |
|
82
Morgan Stanley
New York
| – | -$24.5K | -945 | Closed |
|
|
CAWM
83
Capital A Wealth Management
New Castle,
Pennsylvania
| – | -$3.08K | -119 | Closed |
|
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.