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, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0.45% less ownership
Funds ownership: 23.05% → 22.6% (-0.45%)
2% less capital invested
Capital invested by funds: $4.08M → $4.01M (-$70.3K)
11% less funds holding
Funds holding: 9 → 8 (-1)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
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 |
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 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$103K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
1
DKM Wealth Management
Stockton,
California
| $2.13M | +$1.38M | +54,736 | +186% |
|
|
RIL
2
Rothschild Investment LLC
Chicago,
Illinois
| $811K | +$126K | +5,001 | +19% |
|
|
3
Citadel Advisors
Miami,
Florida
| $295K | -$144K | -5,710 | -33% |
|
|
CWM
4
Chicago Wealth Management
Chicago,
Illinois
| $263K | -$630 | -25 | -0.2% |
|
|
5
Jane Street
New York
| $230K | -$630K | -25,022 | -73% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $107K | -$103K | -4,095 | -49% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $99.3K | +$45.1K | +1,791 | +84% |
|
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $72K | +$71.7K | +2,844 | New |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$822K | -32,492 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$4.22K | -167 | Closed |
|
STBF Hedge Fund Activity: Q2 2025 in Review
8 of the 7,596 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 — down 1.7% from $4.08M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of STBF and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 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, down 1.7% 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.