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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
PFA
51
Pinnacle Family Advisors
Missouri
$3.23M -$82.2K -2,826 -3%
QAM
52
Q3 Asset Management
Michigan
$3.13M +$3.09M +106,150 New
MML Investors Services
53
MML Investors Services
Massachusetts
$2.97M -$31.6K -1,087 -1%
FCIM
54
Fairview Capital Investment Management
California
$2.94M +$57.4K +1,975 +2%
SBL
55
Sargent Bickham Lagudis
Colorado
$2.84M -$1.61M -55,297 -36%
Charles Schwab
56
Charles Schwab
California
$2.8M
US Bancorp
57
US Bancorp
Minnesota
$2.78M -$387K -13,305 -12%
RFC
58
Regions Financial Corp
Alabama
$2.7M -$379K -13,028 -12%
IA
59
IFP Advisors
Florida
$2.69M
SWP
60
Strategic Wealth Partners
Ohio
$2.66M -$661K -22,721 -20%
AIS
61
Accurate Investment Solutions
Pennsylvania
$2.55M -$198K -6,806 -7%
AII
62
AGF Investments Inc
Ontario, Canada
$2.36M -$255K -8,776 -10%
RJA
63
Raymond James & Associates
Florida
$2.36M +$1.94M +66,890 +509%
NR
64
Newfound Research
Massachusetts
$2.35M +$2.32M +79,766 New
HW
65
Hancock Whitney
Mississippi
$2.23M +$889K +30,560 +68%
PAG
66
Pinnacle Advisory Group
Maryland
$1.9M +$68.4K +2,353 +4%
Renaissance Technologies
67
Renaissance Technologies
New York
$1.88M +$1.85M +63,800 New
OA
68
Opes Advisors
California
$1.81M +$27.3K +938 +2%
NA
69
NextCapital Advisers
Illinois
$1.78M +$1.75M +60,262 New
SCA
70
Snowden Capital Advisors
New York
$1.76M -$38.7K -1,331 -2%
AA
71
Advisory Alpha
Michigan
$1.72M +$1.51M +52,060 +600%
AC
72
AFAM Capital
Texas
$1.58M +$1.56M +53,620 New
AG
73
AlphaSimPlex Group
Massachusetts
$1.55M
AGA
74
Accuvest Global Advisors
Utah
$1.55M +$1.53M +52,588 New
RCAG
75
Rehmann Capital Advisory Group
Michigan
$1.46M +$77.3K +2,660 +6%

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.