Performance Trust Short Term Bond ETF
STBF
9 hedge funds and large institutions have $3.98M 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.
82% more capital invested
Capital invested by funds: $2.19M → $3.98M (+$1.79M)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
6.32% more ownership
Funds ownership: 16.13% → 22.46% (+6.3%)
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 |
Osaic Holdings
Scottsdale,
Arizona
|
+$36K |
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 |
STBF Hedge Fund Activity: Q1 2025 in Review
9 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in Performance Trust Short Term Bond ETF (STBF) for Q1 2025, worth a combined $3.98M — up 82% 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 $3.98M of Performance Trust Short Term Bond ETF stock for Q1 2025, up 82% 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.