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State Street Fixed Income Sector Rotation ETF

76 hedge funds and large institutions have $440M invested in State Street Fixed Income Sector Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

643% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 7

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

37% more capital invested

Capital invested by funds: $321M → $440M (+$119M)

6% more funds holding

Funds holding: 7276 (+4)

2.67% more ownership

Funds ownership: 99.74%102.41% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
11
Increased
52
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$109M +$26.7M +1,045,887 +33%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$90.5M +$26.1M +1,023,979 +41%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$60.8M +$15.8M +621,021 +36%
APC
4
Aspire Private Capital
North Carolina
$22M +$1.89M +74,050 +10%
NA
5
NewEdge Advisors
Louisiana
$21.4M +$2.71M +106,221 +15%
HWP
6
Hibernia Wealth Partners
Louisiana
$17.9M +$8.58M +336,131 +94%
APW
7
Austin Private Wealth
Texas
$16.8M +$9.98M +391,136 +150%
PAS
8
Park Avenue Securities
New York
$13.4M +$3.69M +144,479 +39%
RCM
9
Raleigh Capital Management
North Carolina
$11.7M +$1.45M +56,720 +14%
LWMI
10
Landmark Wealth Management (Illinois)
Illinois
$11.5M +$4.59M +179,873 +68%
HighTower Advisors
11
HighTower Advisors
Illinois
$8.38M +$1.5M +58,929 +22%
AWM
12
Axxcess Wealth Management
California
$5.86M +$725K +28,397 +14%
SAW
13
Signal Advisors Wealth
Michigan
$5.62M +$2.98M +116,745 +116%
SA
14
Sanctuary Advisors
Indiana
$4.62M +$2.73M +106,793 +148%
AWM
15
AE Wealth Management
Kansas
$3.47M +$731K +28,652 +27%
NA
16
Novus Advisors
South Carolina
$3.45M +$652K +25,557 +24%
CW
17
CreativeOne Wealth
Kansas
$3.19M +$1.32M +51,781 +72%
HI
18
Harbour Investments
Wisconsin
$2.92M +$1.2M +46,914 +71%
BWP
19
Balboa Wealth Partners
Arizona
$2.35M +$281K +11,019 +14%
LFG
20
Lockerman Financial Group
California
$2.18M +$401K +15,719 +23%
IPWA
21
International Private Wealth Advisors
California
$1.94M +$448K +17,558 +30%
ATC
22
Argent Trust Co
Tennessee
$1.57M -$32.3K -1,267 -2%
IWM
23
Iams Wealth Management
Nebraska
$1.48M +$423K +16,569 +41%
OWA
24
Outlook Wealth Advisors
Texas
$1.3M +$889K +34,822 +227%
GM
25
GeoWealth Management
Illinois
$1.25M +$269K +10,545 +28%

FISR Hedge Fund Activity: Q2 2025 in Review

76 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street Fixed Income Sector Rotation ETF (FISR) for Q2 2025, worth a combined $440M — up 37% from $321M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FISR positions and 7 closed out — a net gain of 4 holders — while 52 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.7M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $773K sold.

  • 76 institutional investors held State Street Fixed Income Sector Rotation ETF (FISR) as of Q2 2025, up from 72 in Q1 2025.
  • Funds reported $440M of State Street Fixed Income Sector Rotation ETF stock for Q2 2025, up 37% quarter-over-quarter.
  • 11 funds opened new State Street Fixed Income Sector Rotation ETF positions in Q2 2025 and 7 closed out, a net change of +4 holders.
  • The largest State Street Fixed Income Sector Rotation ETF buyer in Q2 2025 was LPL Financial, an estimated $26.7M added.
  • The largest State Street Fixed Income Sector Rotation ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $773K sold.

Based on aggregated 13F filings for Q2 2025.