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State Street SPDR Bloomberg International Treasury Bond ETF

183 hedge funds and large institutions have $904M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

16% more funds holding

Funds holding: 158183 (+25)

2.54% more ownership

Funds ownership: 56.95%59.48% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 61

0% less capital invested

Capital invested by funds: $907M → $904M (-$3.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $264K

Holders
183
Holders Change
+25
Holders Change %
+15.82%
% of All Funds
4.15%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
41
Increased
61
Reduced
61
Closed
15
Calls
Puts
$264K
Net Calls
-$264K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
26
Monroe Bank & Trust
Michigan
$8.09M +$169 +6 +0%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$7.99M +$631K +22,446 +9%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$7.05M +$110K +3,902 +2%
AG
29
Advisor Group
Arizona
$6.93M +$1.23M +43,788 +22%
BTS
30
BB&T Securities
Virginia
$6.8M +$6.73M +239,298 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$6.7M -$317K -11,269 -5%
Prudential Financial
32
Prudential Financial
New Jersey
$6.66M +$122K +4,340 +2%
BlackRock
33
BlackRock
New York
$6.29M -$131K -4,648 -2%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$4.67M +$456K +16,217 +11%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$4.66M +$1.67M +59,219 +57%
SBL
36
Sargent Bickham Lagudis
Colorado
$4.31M -$1.46M -51,805 -25%
AIM
37
Advantage Investment Management
Iowa
$4.25M +$43.7K +1,554 +1%
PFG
38
Piershale Financial Group
Illinois
$4.22M -$3.06M -108,675 -42%
ECM
39
ETrade Capital Management
Virginia
$4.21M +$45.8K +1,630 +1%
Creative Planning
40
Creative Planning
Kansas
$4.13M +$15K +534 +0.4%
FI
41
FormulaFolio Investments
Michigan
$4.02M -$14.1M -499,986 -78%
BCP
42
Blackhawk Capital Partners
Wisconsin
$4.01M +$3.97M +141,226 New
VFA
43
Voya Financial Advisors
Connecticut
$3.97M -$27.5M -976,574 -87%
Stifel Financial
44
Stifel Financial
Missouri
$3.93M +$478K +16,991 +13%
FAAS
45
First Allied Advisory Services
California
$3.8M -$38.4K -1,367 -1%
BFG
46
Barber Financial Group
Kansas
$3.64M -$181K -6,436 -5%
State Street
47
State Street
Massachusetts
$3.34M +$68.6K +2,438 +2%
Ameriprise
48
Ameriprise
Minnesota
$3.21M -$687K -24,439 -20%
PFA
49
Pinnacle Family Advisors
Missouri
$3.2M +$5.91K +210 +0.2%
SWP
50
Strategic Wealth Partners
Ohio
$3.14M +$3.17M +112,725 New

BWX Hedge Fund Activity: Q4 2017 in Review

183 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q4 2017, worth a combined $904M — down 0.38% from $907M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BWX positions and 15 closed out — a net gain of 26 holders — while 61 added to existing stakes and 61 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $17.8M. The largest seller was Voya Financial Advisors, cutting an estimated $27.5M.

  • 183 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q4 2017, up from 158 in Q3 2017.
  • Funds reported $904M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q4 2017, down 0.38% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q4 2017 and 15 closed out, a net change of +26 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $17.8M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q4 2017 was Voya Financial Advisors, an estimated $27.5M sold.

Based on aggregated 13F filings for Q4 2017.