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State Street SPDR Bloomberg International Treasury Bond ETF

151 hedge funds and large institutions have $955M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

51% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 39

25% more capital invested

Capital invested by funds: $766M → $955M (+$189M)

6% more funds holding

Funds holding: 142151 (+9)

5.63% less ownership

Funds ownership: 65.44%59.81% (-5.6%)

Holders
151
Holders Change
+9
Holders Change %
+6.34%
% of All Funds
3.76%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
29
Increased
59
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$6.48M +$6.39M +234,688 New
BlackRock
27
BlackRock
New York
$6.13M +$33.6K +1,232 +0.6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$6.13M +$1.51M +55,371 +33%
CAN
29
Cetera Advisor Networks
California
$5.48M +$5.4M +198,288 New
NSLI
30
Nan Shan Life Insurance
Taiwan
$4.98M
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.69M +$78.4K +2,879 +2%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$4.61M +$1.68M +61,800 +59%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$4.54M +$4.2M +154,303 +1,555%
AG
34
Advisor Group
Arizona
$4.4M +$3.82M +140,267 +739%
ECM
35
ETrade Capital Management
Virginia
$4.39M +$99.2K +3,643 +2%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$4.17M -$755K -27,721 -16%
Creative Planning
37
Creative Planning
Kansas
$4.15M -$12.2K -447 -0.3%
AIM
38
Advantage Investment Management
Iowa
$4.08M +$4.02M +147,693 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$3.98M +$3.3M +121,257 +528%
IA
40
IFP Advisors
Florida
$3.79M +$2.57M +94,456 +221%
FAAS
41
First Allied Advisory Services
California
$3.69M +$3.14M +115,250 +634%
PAG
42
Private Advisor Group
New Jersey
$3.37M +$235K +8,625 +8%
State Street
43
State Street
Massachusetts
$3.18M +$813K +29,839 +35%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2.92M +$2.87M +105,302 +34,189%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.81M +$2.77M +101,886 New
Ameriprise
46
Ameriprise
Minnesota
$2.76M +$1.69M +62,083 +195%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$2.73M +$99.4K +3,651 +4%
NPC
48
National Planning Corporation
California
$2.69M -$1.07M -39,305 -29%
PFA
49
Pinnacle Family Advisors
Missouri
$2.69M +$2.65M +97,243 New
AIS
50
Accurate Investment Solutions
Pennsylvania
$2.68M +$2.64M +96,875 New

BWX Hedge Fund Activity: Q2 2017 in Review

151 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q2 2017, worth a combined $955M — up 25% from $766M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BWX positions and 17 closed out — a net gain of 12 holders — while 59 added to existing stakes and 39 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $41M. The largest seller was UBS Group, cutting an estimated $88M.

  • 151 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q2 2017, up from 142 in Q1 2017.
  • Funds reported $955M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q2 2017, up 25% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q2 2017 and 17 closed out, a net change of +12 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $41M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q2 2017 was UBS Group, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2017.