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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
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$2.64M +$674K +24,746 +35%
FCIM
52
Fairview Capital Investment Management
California
$2.64M -$39.9K -1,466 -2%
DI
53
Diligent Investors
California
$2.55M +$144K +5,273 +6%
Charles Schwab
54
Charles Schwab
California
$2.52M -$31.5K -1,157 -1%
AII
55
AGF Investments Inc
Ontario, Canada
$2.49M -$236K -8,678 -9%
US Bancorp
56
US Bancorp
Minnesota
$2.32M -$1.15M -42,186 -33%
WP
57
WealthSource Partners
California
$2.31M +$389K +14,299 +21%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$2.27M +$657K +24,139 +42%
RFC
59
Regions Financial Corp
Alabama
$2.24M +$1.28M +46,994 +138%
SBL
60
Sargent Bickham Lagudis
Colorado
$1.87M +$1.16M +42,516 +168%
SCA
61
Snowden Capital Advisors
New York
$1.64M +$90.2K +3,312 +6%
AA
62
Advisory Alpha
Michigan
$1.61M +$976K +35,840 +169%
OA
63
Opes Advisors
California
$1.61M +$110K +4,052 +8%
Stifel Financial
64
Stifel Financial
Missouri
$1.51M +$174K +6,382 +13%
JP Morgan Chase
65
JP Morgan Chase
New York
$1.48M +$1.03M +37,982 +243%
PAG
66
Pinnacle Advisory Group
Maryland
$1.4M +$316K +11,608 +30%
HW
67
Hancock Whitney
Mississippi
$1.4M +$918K +33,695 +200%
RCAG
68
Rehmann Capital Advisory Group
Michigan
$1.32M -$1.91M -69,980 -59%
BOTW
69
Bank of the West
California
$1.19M -$277K -10,184 -19%
ACP
70
Arcus Capital Partners
Georgia
$1.15M +$12.1K +445 +1%
AP
71
Advisor Partners
California
$978K -$1.09K -40 -0.1%
MWM
72
Mission Wealth Management
California
$746K
CWM
73
Concert Wealth Management
California
$700K -$300K -11,013 -30%
IFWM
74
Institute for Wealth Management
Colorado
$692K +$682K +25,053 New
CA
75
Cetera Advisors
Colorado
$661K +$649K +23,831 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.