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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
BTNA
76
Bremer Trust National Association
Minnesota
$611K +$29.2K +1,071 +5%
PWM
77
Perigon Wealth Management
California
$573K +$564K +20,722 New
PMG
78
ProVise Management Group
Florida
$571K +$563K +20,664 New
N
79
Natixis
France
$493K +$73.1K +2,683 +18%
AI
80
Atria Investments
North Carolina
$472K +$465K +17,081 New
BCMIO
81
Beacon Capital Management Inc (Ohio)
Ohio
$466K -$55.8K -2,049 -11%
V
82
Veritable
Delaware
$433K
Bank of New York Mellon
83
Bank of New York Mellon
New York
$431K +$5.34K +196 +1%
CAL
84
Capital Analysts LLC
Pennsylvania
$431K -$206K -7,582 -33%
PFS
85
Prospera Financial Services
Texas
$390K +$387K +14,222 New
IFA
86
Interactive Financial Advisors
Illinois
$386K -$5.66M -207,705 -94%
Citigroup
87
Citigroup
New York
$381K +$22.9K +842 +7%
RBC
88
Ronald Blue & Co
Georgia
$378K
FHC
89
First Heartland Consultants
Missouri
$377K +$372K +13,655 New
MLFP
90
MPS Loria Financial Planners
Illinois
$368K +$354K +13,014 New
Truist Financial
91
Truist Financial
North Carolina
$365K
PA
92
Parkside Advisors
California
$360K
First Trust Advisors
93
First Trust Advisors
Illinois
$330K -$92K -3,378 -22%
ANB
94
Amarillo National Bank
Texas
$324K
RJA
95
Raymond James & Associates
Florida
$316K -$24.1K -885 -7%
HPC
96
HM Payson & Co
Maine
$314K
MIS
97
Morningstar Investment Services
Illinois
$313K +$85.5K +3,139 +38%
SPC
98
Sigma Planning Corp
Michigan
$297K +$7.19K +264 +3%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$295K +$287K +10,542 +8,712%
HighTower Advisors
100
HighTower Advisors
Illinois
$283K +$276K +10,145 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.