State Street Fixed Income Sector Rotation ETF
FISR
45 hedge funds and large institutions have $164M invested in State Street Fixed Income Sector Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 5 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 11
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
14% more capital invested
Capital invested by funds: $144M → $164M (+$20M)
5% more funds holding
Funds holding: 43 → 45 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.97% less ownership
Funds ownership: 102.43% → 101.46% (-0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.9M |
| 2 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
+$2.05M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.81M |
| 4 |
Jane Street
New York
|
+$1.47M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPW
MGO Private Wealth
Irvine,
California
|
-$1.26M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$393K |
| 3 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$376K |
| 4 |
RWPA
Richard W. Paul & Associates
Novi,
Michigan
|
-$264K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$211K |
FISR Hedge Fund Activity: Q1 2023 in Review
45 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q1 2023, worth a combined $164M — up 14% from $144M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FISR positions and 5 closed out — a net gain of 3 holders — while 24 added to existing stakes and 11 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $5.9M. The largest seller was MGO Private Wealth, exiting entirely with an estimated $1.26M sold.
- 45 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q1 2023, up from 43 in Q4 2022.
- Funds reported $164M of State Street Fixed Income Sector Rotation ETF stock for Q1 2023, up 14% quarter-over-quarter.
- 8 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q1 2023 and 5 closed out, a net change of +3 holders.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $5.9M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q1 2023 was MGO Private Wealth, an estimated $1.26M sold.
Based on aggregated 13F filings for Q1 2023.