Performance Trust Short Term Bond ETF
STBF
5 hedge funds and large institutions have $1.26M invested in Performance Trust Short Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.
25% more funds holding
Funds holding: 4 → 5 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
14.48% less ownership
Funds ownership: 24% → 9.52% (-14%)
55% less capital invested
Capital invested by funds: $2.77M → $1.26M (-$1.51M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$75.1K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$34K |
| 3 |
CWM
Chicago Wealth Management
Chicago,
Illinois
|
+$16.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.58M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$90.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $330K | +$75.1K | +2,966 | +30% |
|
|
2
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $310K | -$1.58M | -62,269 | -84% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $308K | -$90.8K | -3,588 | -23% |
|
|
CWM
4
Chicago Wealth Management
Chicago,
Illinois
| $277K | +$16.1K | +636 | +6% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $34.2K | +$34K | +1,342 | New |
|
STBF Hedge Fund Activity: Q3 2024 in Review
5 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Performance Trust Short Term Bond ETF (STBF) for Q3 2024, worth a combined $1.26M — down 55% from $2.77M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new STBF positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $75.1K. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $1.58M.
- 5 institutional investors held Performance Trust Short Term Bond ETF (STBF) as of Q3 2024, up from 4 in Q2 2024.
- Funds reported $1.26M of Performance Trust Short Term Bond ETF stock for Q3 2024, down 55% quarter-over-quarter.
- 1 fund opened new Performance Trust Short Term Bond ETF positions in Q3 2024 and 0 closed out, a net change of +1 holder.
- The largest Performance Trust Short Term Bond ETF buyer in Q3 2024 was Citadel Advisors, an estimated $75.1K added.
- The largest Performance Trust Short Term Bond ETF seller in Q3 2024 was Thrivent Financial for Lutherans, an estimated $1.58M sold.
Based on aggregated 13F filings for Q3 2024.