STBF

Performance Trust Short Term Bond ETF
STBF

8 hedge funds and large institutions have $3.93M invested in Performance Trust Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding: →

less first-time investments, than exits

New positions opened: | Existing positions closed:

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
8
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.39M
2
+$127K
3
+$72K

Top Sellers

1
-$822K
2
-$634K
3
-$145K
4
GWM
Geneos Wealth Management
Colorado
-$104K
5
Osaic Holdings
Osaic Holdings
Arizona
-$35.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1
DKM Wealth Management
California
$2.13M
RIL
2
Rothschild Investment LLC
Illinois
$811K
Citadel Advisors
3
Citadel Advisors
Florida
$295K
CWM
4
Chicago Wealth Management
Illinois
$263K
Jane Street
5
Jane Street
New York
$230K
GWM
6
Geneos Wealth Management
Colorado
$107K
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$72K
Osaic Holdings
8
Osaic Holdings
Arizona
$17.6K
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
–
UBS Group
10
UBS Group
Switzerland
–