Performance Trust Short Term Bond ETF
STBF
9 hedge funds and large institutions have $4.08M invested in Performance Trust Short Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
87% more capital invested
Capital invested by funds: $2.19M → $4.08M (+$1.89M)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
6.92% more ownership
Funds ownership: 16.13% → 23.05% (+6.9%)
0% more funds holding
Funds holding: 9 → 9 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
DKM Wealth Management
Stockton,
California
|
+$743K |
| 2 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$662K |
| 3 |
Jane Street
New York
|
+$466K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$466K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$24.3K |
| 2 |
CWM
Chicago Wealth Management
Chicago,
Illinois
|
-$12.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.93K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $863K | +$466K | +18,476 | +118% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $822K | +$466K | +18,457 | +132% |
|
|
DWM
3
DKM Wealth Management
Stockton,
California
| $744K | +$743K | +29,416 | New |
|
|
RIL
4
Rothschild Investment LLC
Chicago,
Illinois
| $683K | +$662K | +26,225 | +3,384% |
|
|
5
Citadel Advisors
Miami,
Florida
| $438K | -$24.3K | -961 | -5% |
|
|
CWM
6
Chicago Wealth Management
Chicago,
Illinois
| $263K | -$12.5K | -495 | -5% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $210K | +$106K | +4,181 | +102% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $53.8K | +$36K | +1,426 | +204% |
|
|
9
UBS Group
Zurich,
Switzerland
| $4.22K | -$7.93K | -314 | -65% |
|
STBF Hedge Fund Activity: Q1 2025 in Review
9 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Performance Trust Short Term Bond ETF (STBF) for Q1 2025, worth a combined $4.08M — up 87% from $2.19M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new STBF positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was DKM Wealth Management, opening a new position worth an estimated $743K. The largest seller was Citadel Advisors, cutting an estimated $24.3K.
- 9 institutional investors held Performance Trust Short Term Bond ETF (STBF) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $4.08M of Performance Trust Short Term Bond ETF stock for Q1 2025, up 87% quarter-over-quarter.
- 1 fund opened new Performance Trust Short Term Bond ETF positions in Q1 2025 and 0 closed out, a net change of +1 holder.
- The largest Performance Trust Short Term Bond ETF buyer in Q1 2025 was DKM Wealth Management, an estimated $743K added.
- The largest Performance Trust Short Term Bond ETF seller in Q1 2025 was Citadel Advisors, an estimated $24.3K sold.
Based on aggregated 13F filings for Q1 2025.