State Street Fixed Income Sector Rotation ETF
FISR
75 hedge funds and large institutions have $295M invested in State Street Fixed Income Sector Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 43 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
10% more funds holding
Funds holding: 68 → 75 (+7)
3.67% less ownership
Funds ownership: 103.9% → 100.23% (-3.7%)
16% less capital invested
Capital invested by funds: $350M → $295M (-$54.8M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
63% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$2.22M |
| 2 |
VF
Virtu Financial
New York
|
+$1.64M |
| 3 |
RCM
Raleigh Capital Management
Cary,
North Carolina
|
+$752K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$534K |
| 5 |
Jane Street
New York
|
+$273K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$13.5M |
| 2 |
HWP
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
-$9.45M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.55M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3.62M |
| 5 |
LWMI
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
-$2.83M |
FISR Hedge Fund Activity: Q4 2024 in Review
75 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q4 2024, worth a combined $295M — down 16% from $350M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FISR positions and 3 closed out — a net gain of 8 holders — while 16 added to existing stakes and 43 trimmed.
The largest buyer was Signal Advisors Wealth, adding an estimated $2.22M. The largest seller was LPL Financial, cutting an estimated $13.5M.
- 75 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q4 2024, up from 68 in Q3 2024.
- Funds reported $295M of State Street Fixed Income Sector Rotation ETF stock for Q4 2024, down 16% quarter-over-quarter.
- 11 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q4 2024 and 3 closed out, a net change of +8 holders.
- The largest State Street Fixed Income Sector Rotation ETF buyer in Q4 2024 was Signal Advisors Wealth, an estimated $2.22M added.
- The largest State Street Fixed Income Sector Rotation ETF seller in Q4 2024 was LPL Financial, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2024.