State Street Fixed Income Sector Rotation ETF
FISR
61 hedge funds and large institutions have $243M invested in State Street Fixed Income Sector Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
14% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 21
13% more funds holding
Funds holding: 54 → 61 (+7)
12% more capital invested
Capital invested by funds: $218M → $243M (+$25.7M)
7.67% less ownership
Funds ownership: 113.37% → 105.7% (-7.7%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWP
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
+$10.1M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$8.71M |
| 3 |
LWMI
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
+$5.44M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.06M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$5.54M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.26M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$529K |
| 4 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$454K |
| 5 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$357K |
FISR Hedge Fund Activity: Q2 2024 in Review
61 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q2 2024, worth a combined $243M — up 12% from $218M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FISR positions and 3 closed out — a net gain of 9 holders — while 24 added to existing stakes and 21 trimmed.
The largest buyer was Hibernia Wealth Partners, adding an estimated $10.1M. The largest seller was GeoWealth Management, cutting an estimated $5.54M.
- 61 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q2 2024, up from 54 in Q1 2024.
- Funds reported $243M of State Street Fixed Income Sector Rotation ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 12 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q2 2024 and 3 closed out, a net change of +9 holders.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q2 2024 was Hibernia Wealth Partners, an estimated $10.1M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q2 2024 was GeoWealth Management, an estimated $5.54M sold.
Based on aggregated 13F filings for Q2 2024.