Performance Trust Short Term Bond ETF
STBF
12 hedge funds and large institutions have $13.7M invested in Performance Trust Short Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
242% more capital invested
Capital invested by funds: $4.01M → $13.7M (+$9.72M)
50% more funds holding
Funds holding: 8 → 12 (+4)
48.32% more ownership
Funds ownership: 22.6% → 70.92% (+48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$8.59M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$602K |
| 3 |
DWM
DKM Wealth Management
Stockton,
California
|
+$299K |
| 4 |
WCM
Winebrenner Capital Management
Louisville,
Kentucky
|
+$273K |
| 5 |
Jane Street
New York
|
+$130K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$295K |
| 2 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
-$122K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIG
1
Brookwood Investment Group
Phoenix,
Arizona
| $8.64M | +$8.59M | +339,110 | New |
|
|
DWM
2
DKM Wealth Management
Stockton,
California
| $2.44M | +$299K | +11,808 | +14% |
|
|
RIL
3
Rothschild Investment LLC
Chicago,
Illinois
| $692K | -$122K | -4,819 | -15% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $605K | +$602K | +23,767 | New |
|
|
5
Jane Street
New York
| $362K | +$130K | +5,137 | +57% |
|
|
CWM
6
Chicago Wealth Management
Chicago,
Illinois
| $327K | +$62K | +2,449 | +24% |
|
|
WCM
7
Winebrenner Capital Management
Louisville,
Kentucky
| $274K | +$273K | +10,775 | New |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $109K | +$1.52K | +60 | +1% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $102K | +$2.99K | +118 | +3% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $79K | +$79K | +3,117 | New |
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $72K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| $22.4K | +$22.3K | +879 | New |
|
|
13
Citadel Advisors
Miami,
Florida
| – | -$295K | -11,627 | Closed |
|
STBF Hedge Fund Activity: Q3 2025 in Review
12 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Performance Trust Short Term Bond ETF (STBF) for Q3 2025, worth a combined $13.7M — up 242% from $4.01M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new STBF positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Brookwood Investment Group, opening a new position worth an estimated $8.59M. The largest seller was Citadel Advisors, exiting entirely with an estimated $295K sold.
- 12 institutional investors held Performance Trust Short Term Bond ETF (STBF) as of Q3 2025, up from 8 in Q2 2025.
- Funds reported $13.7M of Performance Trust Short Term Bond ETF stock for Q3 2025, up 242% quarter-over-quarter.
- 5 funds opened new Performance Trust Short Term Bond ETF positions in Q3 2025 and 1 closed out, a net change of +4 holders.
- The largest Performance Trust Short Term Bond ETF buyer in Q3 2025 was Brookwood Investment Group, an estimated $8.59M added.
- The largest Performance Trust Short Term Bond ETF seller in Q3 2025 was Citadel Advisors, an estimated $295K sold.
Based on aggregated 13F filings for Q3 2025.