Performance Trust Short Term Bond ETF
STBF
8 hedge funds and large institutions have $4.01M invested in Performance Trust Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
1% more capital invested
Capital invested by funds: $3.98M → $4.01M (+$34.6K)
0.14% more ownership
Funds ownership: 22.46% → 22.6% (+0.14%)
11% less funds holding
Funds holding: 9 → 8 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
DKM Wealth Management
Stockton,
California
|
+$1.38M |
| 2 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$126K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$71.7K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$45.1K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$822K |
| 2 |
Jane Street
New York
|
-$630K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$144K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.22K |
| 5 |
CWM
Chicago Wealth Management
Chicago,
Illinois
|
-$630 |
STBF Hedge Fund Activity: Q2 2025 in Review
8 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in Performance Trust Short Term Bond ETF (STBF) for Q2 2025, worth a combined $4.01M — up 0.87% from $3.98M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of STBF and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 4 added.
The largest buyer was DKM Wealth Management, adding an estimated $1.38M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $822K sold.
- 8 institutional investors held Performance Trust Short Term Bond ETF (STBF) as of Q2 2025, down from 9 in Q1 2025.
- Funds reported $4.01M of Performance Trust Short Term Bond ETF stock for Q2 2025, up 0.87% quarter-over-quarter.
- 1 fund opened new Performance Trust Short Term Bond ETF positions in Q2 2025 and 2 closed out, a net change of -1 holder.
- The largest Performance Trust Short Term Bond ETF buyer in Q2 2025 was DKM Wealth Management, an estimated $1.38M added.
- The largest Performance Trust Short Term Bond ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $822K sold.
Based on aggregated 13F filings for Q2 2025.