State Street Fixed Income Sector Rotation ETF
FISR
34 hedge funds and large institutions have $89.7M invested in State Street Fixed Income Sector Rotation ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 20 reducing their positions, and 8 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
10.22% more ownership
Funds ownership: 79.47% → 89.69% (+10%)
2% less capital invested
Capital invested by funds: $91.1M → $89.7M (-$1.41M)
6% less funds holding
Funds holding: 36 → 34 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
75% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$17.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.15M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$650K |
| 4 |
Jane Street
New York
|
+$328K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$312K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.39M |
| 2 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
-$3.28M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$1.48M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.09M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$818K |
FISR Hedge Fund Activity: Q1 2022 in Review
34 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q1 2022, worth a combined $89.7M — down 1.5% from $91.1M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of FISR and 6 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 5 added.
The largest buyer was Simplicity Solutions, opening a new position worth an estimated $17.5M. The largest seller was LPL Financial, cutting an estimated $5.39M.
- 34 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q1 2022, down from 36 in Q4 2021.
- Funds reported $89.7M of State Street Fixed Income Sector Rotation ETF stock for Q1 2022, down 1.5% quarter-over-quarter.
- 6 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q1 2022 and 8 closed out, a net change of -2 holders.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q1 2022 was Simplicity Solutions, an estimated $17.5M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q1 2022 was LPL Financial, an estimated $5.39M sold.
Based on aggregated 13F filings for Q1 2022.