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State Street SPDR Bloomberg International Treasury Bond ETF

149 hedge funds and large institutions have $537M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.93% less ownership

Funds ownership: 56%54.06% (-1.9%)

5% less capital invested

Capital invested by funds: $567M → $537M (-$29.4M)

6% less funds holding

Funds holding: 159149 (-10)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

Holders
149
Holders Change
-10
Holders Change %
-6.29%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
52
Reduced
47
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
26
Royal Fund Management
Florida
$4.11M +$4.27M +140,892 New
BFG
27
Baron Financial Group
New Jersey
$3.97M +$386K +12,725 +10%
FCIM
28
Fairview Capital Investment Management
California
$3.92M -$148K -4,869 -3%
AWM
29
AE Wealth Management
Kansas
$3.42M +$3.35M +110,506 +1,604%
OWM
30
Opes Wealth Management
California
$3.42M +$424K +13,963 +14%
Renaissance Technologies
31
Renaissance Technologies
New York
$3.42M -$582K -19,198 -14%
ASI
32
Advisory Services & Investments
Oregon
$3.17M +$3.3M +108,804 New
PAG
33
Private Advisor Group
New Jersey
$2.94M -$416K -13,699 -12%
Citigroup
34
Citigroup
New York
$2.76M +$206K +6,785 +8%
Ameriprise
35
Ameriprise
Minnesota
$2.72M +$1.33M +43,797 +89%
MCC
36
Money Concepts Capital
Florida
$2.22M +$547K +18,029 +31%
Osaic Holdings
37
Osaic Holdings
Arizona
$2.12M +$603K +19,869 +37%
TA
38
Tectonic Advisors
Texas
$2.1M -$361K -11,892 -14%
FI
39
FormulaFolio Investments
Michigan
$2.04M -$9.65M -318,023 -82%
State Street
40
State Street
Massachusetts
$1.88M -$36.6M -1,205,185 -95%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.79M +$238K +7,842 +15%
KAS
42
Kestra Advisory Services
Texas
$1.76M -$105K -3,456 -5%
Stifel Financial
43
Stifel Financial
Missouri
$1.72M +$196K +6,477 +12%
PSUF
44
People's United Financial
Connecticut
$1.6M -$14.4M -473,314 -90%
PAG
45
Pinnacle Advisory Group
Maryland
$1.48M +$215K +7,104 +16%
APA
46
American Portfolios Advisors
New York
$1.42M +$1.44M +47,395 +3,437%
ECA
47
Elevated Capital Advisors
Utah
$1.33M +$1.36M +44,728 New
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$1.31M -$7.58M -249,853 -85%
IA
49
IndexIQ Advisors
New York
$1.14M +$1.19M +39,148 New
ANTB
50
AMG National Trust Bank
Colorado
$1.11M +$540K +17,790 +88%

BWX Hedge Fund Activity: Q1 2021 in Review

149 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2021, worth a combined $537M — down 5.2% from $567M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of BWX and 21 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 52 added.

The largest buyer was Charles Schwab, opening a new position worth an estimated $62M. The largest seller was State Street, cutting an estimated $36.6M.

  • 149 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2021, down from 159 in Q4 2020.
  • Funds reported $537M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2021, down 5.2% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2021 and 28 closed out, a net change of -7 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2021 was Charles Schwab, an estimated $62M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2021 was State Street, an estimated $36.6M sold.

Based on aggregated 13F filings for Q1 2021.