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State Street SPDR Bloomberg International Treasury Bond ETF

193 hedge funds and large institutions have $978M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

8% more capital invested

Capital invested by funds: $904M → $978M (+$74.8M)

5% more funds holding

Funds holding: 183193 (+10)

1.28% more ownership

Funds ownership: 59.48%60.76% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 61

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
193
Holders Change
+10
Holders Change %
+5.46%
% of All Funds
4.42%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
38
Increased
61
Reduced
61
Closed
27
Calls
$484K
Puts
Net Calls
+$484K
Net Calls Change
+$748K
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
26
First Allied Advisory Services
California
$8.16M +$4.15M +142,869 +107%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$7.98M -$319K -10,972 -4%
State Street
28
State Street
Massachusetts
$7M +$3.48M +119,856 +102%
QI
29
QS Investors
New York
$6.94M -$1.62M -55,717 -19%
Prudential Financial
30
Prudential Financial
New Jersey
$6.75M -$178K -6,120 -3%
BlackRock
31
BlackRock
New York
$6.22M -$298K -10,239 -5%
LPT
32
Legacy Private Trust
Wisconsin
$5.87M +$5.41M +186,126 +1,445%
AG
33
Advisor Group
Arizona
$5.7M -$1.47M -50,457 -21%
RWP
34
RWA Wealth Partners
Massachusetts
$5.62M +$4.81M +165,378 +664%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$5.61M -$1.33M -45,576 -19%
BCP
36
Blackhawk Capital Partners
Wisconsin
$5.52M +$1.33M +45,679 +32%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$5.03M +$190K +6,551 +4%
CW
38
CreativeOne Wealth
Kansas
$4.95M +$4.88M +167,705 New
FWM
39
Frontier Wealth Management
Missouri
$4.61M -$3.79M -130,186 -45%
Stifel Financial
40
Stifel Financial
Missouri
$4.55M +$438K +15,060 +10%
PAM
41
Panagora Asset Management
Massachusetts
$4.31M -$18.4M -631,225 -81%
Creative Planning
42
Creative Planning
Kansas
$4.3M +$6.63K +228 +0.2%
BFG
43
Barber Financial Group
Kansas
$4.26M +$480K +16,492 +13%
UCFA
44
United Capital Financial Advisors
Texas
$4.14M -$29.2M -1,005,338 -88%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$4.13M -$708K -24,342 -15%
Ameriprise
46
Ameriprise
Minnesota
$4.04M +$1.09M +37,320 +38%
ECM
47
ETrade Capital Management
Virginia
$3.88M -$482K -16,575 -11%
TFA
48
Transamerica Financial Advisors
Florida
$3.67M +$3.61M +124,300 +248,600%
VFA
49
Voya Financial Advisors
Connecticut
$3.62M -$496K -17,043 -12%
Citigroup
50
Citigroup
New York
$3.3M +$924K +31,790 +39%

BWX Hedge Fund Activity: Q1 2018 in Review

193 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2018, worth a combined $978M — up 8.3% from $904M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BWX positions and 27 closed out — a net gain of 11 holders — while 61 added to existing stakes and 61 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $76.7M. The largest seller was Envestnet Asset Management, cutting an estimated $29.3M.

  • 193 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2018, up from 183 in Q4 2017.
  • Funds reported $978M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2018, up 8.3% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2018 and 27 closed out, a net change of +11 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2018 was Mirae Asset Global Investments, an estimated $76.7M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2018.