State Street Fixed Income Sector Rotation ETF
FISR
68 hedge funds and large institutions have $350M invested in State Street Fixed Income Sector Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 14
44% more capital invested
Capital invested by funds: $243M → $350M (+$107M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11% more funds holding
Funds holding: 61 → 68 (+7)
1.8% less ownership
Funds ownership: 105.7% → 103.9% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$27.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$20.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.4M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$9.95M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$8.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.71M |
| 2 |
HWP
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
-$368K |
| 3 |
ATC
Argent Trust Co
Nashville,
Tennessee
|
-$224K |
| 4 |
CP
Castleview Partners
Dallas,
Texas
|
-$149K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$69.3K |
FISR Hedge Fund Activity: Q3 2024 in Review
68 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q3 2024, worth a combined $350M — up 44% from $243M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FISR positions and 2 closed out — a net gain of 7 holders — while 42 added to existing stakes and 14 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $27.6M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $1.71M sold.
- 68 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q3 2024, up from 61 in Q2 2024.
- Funds reported $350M of State Street Fixed Income Sector Rotation ETF stock for Q3 2024, up 44% quarter-over-quarter.
- 9 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q3 2024 and 2 closed out, a net change of +7 holders.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q3 2024 was Envestnet Portfolio Solutions, an estimated $27.6M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $1.71M sold.
Based on aggregated 13F filings for Q3 2024.