Performance Trust Short Term Bond ETF
STBF
9 hedge funds and large institutions have $2.19M invested in Performance Trust Short Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
80% more funds holding
Funds holding: 5 → 9 (+4)
74% more capital invested
Capital invested by funds: $1.26M → $2.19M (+$927K)
6.62% more ownership
Funds ownership: 9.52% → 16.13% (+6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$395K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$135K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$104K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$48.7K |
| 5 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$19.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$310K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFO
1
Stenger Family Office
Naperville,
Illinois
| $557K | +$561K | +22,186 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $459K | +$135K | +5,330 | +41% |
|
|
3
Jane Street
New York
| $392K | +$395K | +15,634 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $352K | +$48.7K | +1,929 | +16% |
|
|
CWM
5
Chicago Wealth Management
Chicago,
Illinois
| $273K | +$303 | +12 | +0.1% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $103K | +$104K | +4,115 | New |
|
|
RIL
7
Rothschild Investment LLC
Chicago,
Illinois
| $19.5K | +$19.6K | +775 | New |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $17.6K | -$16.2K | -642 | -48% |
|
9
UBS Group
Zurich,
Switzerland
| $12.1K | +$12.2K | +481 | New |
|
|
10
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$310K | -12,186 | Closed |
|
STBF Hedge Fund Activity: Q4 2024 in Review
9 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Performance Trust Short Term Bond ETF (STBF) for Q4 2024, worth a combined $2.19M — up 74% from $1.26M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new STBF positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $395K. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $310K sold.
- 9 institutional investors held Performance Trust Short Term Bond ETF (STBF) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $2.19M of Performance Trust Short Term Bond ETF stock for Q4 2024, up 74% quarter-over-quarter.
- 5 funds opened new Performance Trust Short Term Bond ETF positions in Q4 2024 and 1 closed out, a net change of +4 holders.
- The largest Performance Trust Short Term Bond ETF buyer in Q4 2024 was Jane Street, an estimated $395K added.
- The largest Performance Trust Short Term Bond ETF seller in Q4 2024 was Thrivent Financial for Lutherans, an estimated $310K sold.
Based on aggregated 13F filings for Q4 2024.