State Street Fixed Income Sector Rotation ETF
FISR
14 hedge funds and large institutions have $22.9M invested in State Street Fixed Income Sector Rotation ETF in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.
12% more capital invested
Capital invested by funds: $20.4M → $22.9M (+$2.41M)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
17.1% less ownership
Funds ownership: 82.03% → 64.94% (-17%)
18% less funds holding
Funds holding: 17 → 14 (-3)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.63M |
| 2 |
PAS
Park Avenue Securities
New York
|
+$541K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$403K |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$403K |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$934K |
| 2 |
Jane Street
New York
|
-$558K |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$150K |
| 4 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$79.7K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$33.4K |
FISR Hedge Fund Activity: Q1 2020 in Review
14 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q1 2020, worth a combined $22.9M — up 12% from $20.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FISR and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 5 added.
The largest buyer was Envestnet Asset Management, adding an estimated $2.63M. The largest seller was Laidlaw Wealth Management, exiting entirely with an estimated $934K sold.
- 14 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q1 2020, down from 17 in Q4 2019.
- Funds reported $22.9M of State Street Fixed Income Sector Rotation ETF stock for Q1 2020, up 12% quarter-over-quarter.
- 2 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q1 2020 and 4 closed out, a net change of -2 holders.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $2.63M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q1 2020 was Laidlaw Wealth Management, an estimated $934K sold.
Based on aggregated 13F filings for Q1 2020.