We are live on ! Find out more
BWX icon

State Street SPDR Bloomberg International Treasury Bond ETF

151 hedge funds and large institutions have $1.21B invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

10.28% more ownership

Funds ownership: 127.87%138.16% (+10%)

6% more capital invested

Capital invested by funds: $1.14B → $1.21B (+$69.8M)

2% more funds holding

Funds holding: 148151 (+3)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

23% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 62

Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
4.03%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
24
Increased
48
Reduced
62
Closed
20
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$9.28M +$9.09M +323,872 +39,886%
FIM
27
Freedom Investment Management
Connecticut
$8.69M -$8.18M -291,734 -49%
FI
28
FormulaFolio Investments
Michigan
$8.12M +$353K +12,594 +5%
CFB
29
Cullen/Frost Bankers
Texas
$7.92M +$6.74M +240,262 +650%
MBT
30
Monroe Bank & Trust
Michigan
$7.61M +$259K +9,224 +4%
QI
31
QS Investors
New York
$7.44M -$956K -34,066 -12%
State Street
32
State Street
Massachusetts
$6.94M +$4.79M +170,868 +238%
IFA
33
Interactive Financial Advisors
Illinois
$6.11M -$59.8K -2,132 -1%
US Bancorp
34
US Bancorp
Minnesota
$6.1M +$929K +33,112 +18%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$5.67M +$90.8K +3,238 +2%
PAG
36
Private Advisor Group
New Jersey
$5.6M +$5.05M +180,070 +1,195%
BWM
37
Braver Wealth Management
Massachusetts
$5.5M +$5.16M +183,910 +2,143%
PFA
38
Pure Financial Advisors
California
$5.48M +$491K +17,494 +10%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$5.1M +$2.54M +90,452 +103%
BA
40
BlackRock Advisors
Delaware
$4.61M
RJA
41
Raymond James & Associates
Florida
$4.55M +$3.65M +129,938 +442%
ECM
42
ETrade Capital Management
Virginia
$4.37M +$366K +13,036 +9%
Creative Planning
43
Creative Planning
Kansas
$4.21M -$24.4K -870 -0.6%
FWM
44
Frontier Wealth Management
Missouri
$4.08M -$8.94M -318,604 -69%
FCIM
45
Fairview Capital Investment Management
California
$3.96M
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$3.9M +$1.59M +56,654 +71%
AII
47
AGF Investments Inc
Ontario, Canada
$3.78M +$3.71M +132,386 New
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.47M +$3.11M +111,004 +1,048%
Ameriprise
49
Ameriprise
Minnesota
$3.19M +$2.12M +75,658 +212%
Stifel Financial
50
Stifel Financial
Missouri
$2.91M +$1.24M +44,080 +76%

BWX Hedge Fund Activity: Q2 2016 in Review

151 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q2 2016, worth a combined $1.21B — up 6.1% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BWX positions and 20 closed out — a net gain of 4 holders — while 48 added to existing stakes and 62 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was LPL Financial, cutting an estimated $125M.

  • 151 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q2 2016, up from 148 in Q1 2016.
  • Funds reported $1.21B of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q2 2016, up 6.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q2 2016 and 20 closed out, a net change of +4 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q2 2016 was Bank of America, an estimated $132M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q2 2016 was LPL Financial, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2016.