State Street Fixed Income Sector Rotation ETF
FISR
36 hedge funds and large institutions have $91.1M invested in State Street Fixed Income Sector Rotation ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
145% more capital inflows, than outflows
Capital inflows: $28.8M | Capital outflows: $11.8M
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
24% more funds holding
Funds holding: 29 → 36 (+7)
5% more ownership
Funds ownership: 74.47% → 79.47% (+5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.87M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.59M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
+$2.14M |
| 4 |
Kelly Financial Services
Braintree,
Massachusetts
|
+$1.84M |
| 5 |
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Simplicity Solutions
Minneapolis,
Minnesota
|
-$10.1M |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
-$392K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$273K |
| 4 |
Apella Capital
West Hartford,
Connecticut
|
-$220K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$219K |
FISR Hedge Fund Activity: Q4 2021 in Review
36 of the 6,522 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q4 2021, worth a combined $91.1M — up 23% from $74.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FISR positions and 4 closed out — a net gain of 7 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.87M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $10.1M sold.
- 36 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q4 2021, up from 29 in Q3 2021.
- Funds reported $91.1M of State Street Fixed Income Sector Rotation ETF stock for Q4 2021, up 23% quarter-over-quarter.
- 11 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q4 2021 and 4 closed out, a net change of +7 holders.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q4 2021 was LPL Financial, an estimated $6.87M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q4 2021 was Simplicity Solutions, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2021.