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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
JP Morgan Chase
76
JP Morgan Chase
New York
$735K -$1.99M -74,746 -74%
AIM
77
Advantage Investment Management
Iowa
$722K +$689K +25,904 New
SS
78
Simplicity Solutions
Minnesota
$715K +$682K +25,640 New
MC
79
Miles Capital
Iowa
$634K
SEI Investments
80
SEI Investments
Pennsylvania
$607K +$346K +12,994 +147%
BCMIO
81
Beacon Capital Management Inc (Ohio)
Ohio
$605K -$86.6K -3,254 -13%
MWP
82
MYCIO Wealth Partners
Pennsylvania
$518K -$6.26M -235,112 -93%
AIS
83
Accurate Investment Solutions
Pennsylvania
$492K +$470K +17,654 New
MFS
84
MSI Financial Services
Massachusetts
$491K +$295K +11,084 +170%
TNBTD
85
Trustmark National Bank Trust Department
Mississippi
$480K +$458K +17,218 New
IH
86
IFC Holdings
Florida
$471K -$38K -1,428 -8%
V
87
Veritable
Delaware
$445K
PAG
88
Private Advisor Group
New Jersey
$420K -$4.88M -183,506 -92%
Citigroup
89
Citigroup
New York
$411K -$27.1K -1,018 -6%
CWM
90
Concert Wealth Management
California
$405K -$668K -25,092 -64%
IWMPD
91
Integrated Wealth Management (Palm Desert)
California
$402K -$9.31K -350 -2%
RBC
92
Ronald Blue & Co
Georgia
$394K
RFC
93
Regions Financial Corp
Alabama
$387K +$370K +13,896 New
Comerica Bank
94
Comerica Bank
Texas
$378K -$285K -10,706 -44%
PA
95
Parkside Advisors
California
$361K
TYCC
96
Texas Yale Capital Corp
Florida
$360K
ANB
97
Amarillo National Bank
Texas
$357K
LFG
98
LifePlan Financial Group
Ohio
$355K -$59.8K -2,248 -15%
WIM
99
Windhaven Investment Management
Massachusetts
$323K -$165K -6,216 -35%
FHA
100
First Horizon Advisors
Tennessee
$314K +$90.4K +3,396 +44%

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.