State Street Fixed Income Sector Rotation ETF
FISR
23 hedge funds and large institutions have $37.2M invested in State Street Fixed Income Sector Rotation ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
44% more funds holding
Funds holding: 16 → 23 (+7)
25% more capital invested
Capital invested by funds: $29.7M → $37.2M (+$7.5M)
4.4% more ownership
Funds ownership: 63.08% → 67.48% (+4.4%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.72M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.42M |
| 3 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$994K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$479K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$430K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$924K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$247K |
| 3 |
PAS
Park Avenue Securities
New York
|
-$201K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$142K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$62.7K |
FISR Hedge Fund Activity: Q3 2020 in Review
23 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q3 2020, worth a combined $37.2M — up 25% from $29.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FISR positions and 1 closed out — a net gain of 7 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Simplicity Solutions, adding an estimated $2.72M. The largest seller was Envestnet Asset Management, cutting an estimated $924K.
- 23 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q3 2020, up from 16 in Q2 2020.
- Funds reported $37.2M of State Street Fixed Income Sector Rotation ETF stock for Q3 2020, up 25% quarter-over-quarter.
- 8 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q3 2020 and 1 closed out, a net change of +7 holders.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q3 2020 was Simplicity Solutions, an estimated $2.72M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q3 2020 was Envestnet Asset Management, an estimated $924K sold.
Based on aggregated 13F filings for Q3 2020.