State Street SPDR Bloomberg International Treasury Bond ETF
138 hedge funds and large institutions have $1.33B invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 24 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 10 → 16 (+6)
22% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 50
5% more capital invested
Capital invested by funds: $1.27B → $1.33B (+$61.2M)
1.26% less ownership
Funds ownership: 123.38% → 122.12% (-1.3%)
7% less funds holding
Funds holding: 149 → 138 (-11)
42% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$10.5M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$7.45M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.35M |
| 4 |
QI
QS Investors
New York
|
+$7.31M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$4.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GF
Gerstein Fisher
New York
|
-$12.7M |
| 2 |
LPL Financial
San Diego,
California
|
-$12.3M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$8M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$4.24M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.57M |
BWX Hedge Fund Activity: Q1 2014 in Review
138 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2014, worth a combined $1.33B — up 4.8% from $1.27B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of BWX and 14 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 61 added.
The largest buyer was TD Ameritrade Investment Management, adding an estimated $10.5M. The largest seller was Gerstein Fisher, cutting an estimated $12.7M.
- 138 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2014, down from 149 in Q4 2013.
- Funds reported $1.33B of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2014, up 4.8% quarter-over-quarter.
- 14 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2014 and 24 closed out, a net change of -10 holders.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2014 was TD Ameritrade Investment Management, an estimated $10.5M added.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2014 was Gerstein Fisher, an estimated $12.7M sold.
Based on aggregated 13F filings for Q1 2014.