Performance Trust Short Term Bond ETF
STBF
15 hedge funds and large institutions have $16.6M invested in Performance Trust Short Term Bond ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
25% more funds holding
Funds holding: 12 → 15 (+3)
21% more capital invested
Capital invested by funds: $13.7M → $16.6M (+$2.87M)
22.07% less ownership
Funds ownership: 70.92% → 48.85% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$3.66M |
| 2 |
WCM
Winebrenner Capital Management
Louisville,
Kentucky
|
+$1.71M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.03M |
| 4 |
DWM
DKM Wealth Management
Stockton,
California
|
+$713K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$700K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
-$8.64M |
| 2 |
Jane Street
New York
|
-$72.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$22.4K |
STBF Hedge Fund Activity: Q4 2025 in Review
15 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Performance Trust Short Term Bond ETF (STBF) for Q4 2025, worth a combined $16.6M — up 21% from $13.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new STBF positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Rothschild Investment LLC, adding an estimated $3.66M. The largest seller was Brookwood Investment Group, exiting entirely with an estimated $8.64M sold.
- 15 institutional investors held Performance Trust Short Term Bond ETF (STBF) as of Q4 2025, up from 12 in Q3 2025.
- Funds reported $16.6M of Performance Trust Short Term Bond ETF stock for Q4 2025, up 21% quarter-over-quarter.
- 5 funds opened new Performance Trust Short Term Bond ETF positions in Q4 2025 and 2 closed out, a net change of +3 holders.
- The largest Performance Trust Short Term Bond ETF buyer in Q4 2025 was Rothschild Investment LLC, an estimated $3.66M added.
- The largest Performance Trust Short Term Bond ETF seller in Q4 2025 was Brookwood Investment Group, an estimated $8.64M sold.
Based on aggregated 13F filings for Q4 2025.