State Street Fixed Income Sector Rotation ETF
FISR
21 hedge funds and large institutions have $40.9M invested in State Street Fixed Income Sector Rotation ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
10% more capital invested
Capital invested by funds: $37.2M → $40.9M (+$3.76M)
2.89% more ownership
Funds ownership: 67.48% → 70.37% (+2.9%)
9% less funds holding
Funds holding: 23 → 21 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.61M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.31M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.01M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$896K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.43M |
| 2 |
PAS
Park Avenue Securities
New York
|
-$462K |
| 3 |
T
TRUADVICE
Sarasota,
Florida
|
-$325K |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
-$293K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$239K |
FISR Hedge Fund Activity: Q4 2020 in Review
21 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q4 2020, worth a combined $40.9M — up 10% from $37.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FISR and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 12 added.
The largest buyer was Simplicity Solutions, adding an estimated $1.61M. The largest seller was Envestnet Asset Management, cutting an estimated $2.43M.
- 21 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q4 2020, down from 23 in Q3 2020.
- Funds reported $40.9M of State Street Fixed Income Sector Rotation ETF stock for Q4 2020, up 10% quarter-over-quarter.
- 2 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q4 2020 and 3 closed out, a net change of -1 holder.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q4 2020 was Simplicity Solutions, an estimated $1.61M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $2.43M sold.
Based on aggregated 13F filings for Q4 2020.