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State Street SPDR Bloomberg International Treasury Bond ETF

148 hedge funds and large institutions have $1.14B invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

13% more capital invested

Capital invested by funds: $1.01B → $1.14B (+$130M)

6% more funds holding

Funds holding: 139148 (+9)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

10.52% less ownership

Funds ownership: 138.39%127.87% (-11%)

20% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 55

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
3.94%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
28
Increased
44
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
51
BlackRock
New York
$2.02M -$30.6K -1,150 -2%
CAL
52
Capital Analysts LLC
Pennsylvania
$2M -$547K -20,576 -22%
State Street
53
State Street
Massachusetts
$2M -$951K -35,760 -33%
NPC
54
National Planning Corporation
California
$1.98M -$3.56M -133,740 -66%
Stifel Financial
55
Stifel Financial
Missouri
$1.61M +$426K +16,008 +38%
BSWM
56
Boston Standard Wealth Management
Massachusetts
$1.51M -$407K -15,280 -22%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$1.5M -$170K -6,394 -11%
NCM
58
Newgate Capital Management
Connecticut
$1.47M +$1.4M +52,730 New
AIG
59
American International Group
New York
$1.42M +$1.14M +42,846 +519%
GWM
60
Geneos Wealth Management
Colorado
$1.4M +$1.33M +50,078 New
MML Investors Services
61
MML Investors Services
Massachusetts
$1.31M +$63.5K +2,386 +5%
TFA
62
Transamerica Financial Advisors
Florida
$1.27M +$1.19M +44,812 +5,069%
WI
63
WBI Investments
New Jersey
$1.27M -$35.5M -1,335,212 -97%
WP
64
WealthSource Partners
California
$1.24M +$1.18M +44,362 New
RPG
65
Risk Paradigm Group
Texas
$1.21M -$809K -30,424 -41%
SCA
66
Snowden Capital Advisors
New York
$1.17M +$1.11M +41,814 New
CIM
67
Cambria Investment Management
California
$1.17M
GC
68
Garde Capital
Washington
$1.1M -$21.8K -818 -2%
CFB
69
Cullen/Frost Bankers
Texas
$1.03M -$5.98M -224,694 -86%
Ameriprise
70
Ameriprise
Minnesota
$997K -$175K -6,566 -16%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$977K +$362K +13,602 +63%
RJA
72
Raymond James & Associates
Florida
$819K -$58.1K -2,184 -7%
M&T Bank
73
M&T Bank
New York
$800K +$219K +8,236 +40%
Truist Financial
74
Truist Financial
North Carolina
$773K -$8.04K -302 -1%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$760K +$726K +27,274 New

BWX Hedge Fund Activity: Q1 2016 in Review

148 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2016, worth a combined $1.14B — up 13% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BWX positions and 16 closed out — a net gain of 12 holders — while 44 added to existing stakes and 55 trimmed.

The largest buyer was Piershale Financial Group, opening a new position worth an estimated $29.8M. The largest seller was WBI Investments, cutting an estimated $35.5M.

  • 148 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2016, up from 139 in Q4 2015.
  • Funds reported $1.14B of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2016, up 13% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2016 and 16 closed out, a net change of +12 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2016 was Piershale Financial Group, an estimated $29.8M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2016 was WBI Investments, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2016.