State Street SPDR Bloomberg International Treasury Bond ETF
146 hedge funds and large institutions have $581M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 49 reducing their positions, and 22 closing their positions.
36% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 22
4% more funds holding
Funds holding: 141 → 146 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 49
0.63% less ownership
Funds ownership: 56.93% → 56.29% (-0.63%)
9% less capital invested
Capital invested by funds: $637M → $581M (-$56.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$26.6M |
| 3 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$11.5M |
| 4 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$11.1M |
| 5 |
IC
Innealta Capital
Austin,
Texas
|
+$5.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$52.6M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$33M |
| 3 |
LPL Financial
San Diego,
California
|
-$29M |
| 4 |
Jane Street
New York
|
-$13.9M |
| 5 |
I
INVST
Indianapolis,
Indiana
|
-$7.12M |
BWX Hedge Fund Activity: Q4 2019 in Review
146 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q4 2019, worth a combined $581M — down 8.9% from $637M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new BWX positions and 22 closed out — a net gain of 8 holders — while 49 added to existing stakes and 49 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $27.2M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $52.6M sold.
- 146 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q4 2019, up from 141 in Q3 2019.
- Funds reported $581M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q4 2019, down 8.9% quarter-over-quarter.
- 30 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q4 2019 and 22 closed out, a net change of +8 holders.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q4 2019 was Envestnet Asset Management, an estimated $27.2M added.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q4 2019 was Charles Schwab Investment Advisory, an estimated $52.6M sold.
Based on aggregated 13F filings for Q4 2019.