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State Street SPDR Bloomberg International Treasury Bond ETF

158 hedge funds and large institutions have $646M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more ownership

Funds ownership: 54.83%57.83% (+3%)

3% more capital invested

Capital invested by funds: $625M → $646M (+$21M)

4% less funds holding

Funds holding: 165158 (-7)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

22% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 60

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $335K

Holders
158
Holders Change
-7
Holders Change %
-4.24%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
26
Increased
47
Reduced
60
Closed
29
Calls
Puts
$335K
Net Calls
-$335K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
76
TS Financial Group (TSFG)
Illinois
$438K +$436K +15,693 New
MLFP
77
MPS Loria Financial Planners
Illinois
$405K -$82K -2,952 -17%
Truist Financial
78
Truist Financial
North Carolina
$402K +$29.9K +1,075 +8%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$393K +$6.55K +236 +2%
First Trust Advisors
80
First Trust Advisors
Illinois
$381K -$9.58K -345 -2%
RJA
81
Raymond James & Associates
Florida
$374K +$45.3K +1,630 +14%
V
82
Veritable
Delaware
$349K
PA
83
Parkside Advisors
California
$346K +$111 +4 +0%
JFGLC
84
Johnson Financial Group LLC (Colorado)
Colorado
$333K -$14.9M -537,162 -98%
SPC
85
Sigma Planning Corp
Michigan
$330K -$242K -8,715 -42%
HPC
86
HM Payson & Co
Maine
$317K +$316K +11,381 New
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$315K -$979K -35,245 -76%
IWC
88
Integrated Wealth Concepts
Massachusetts
$298K +$13.4K +481 +5%
BBNA
89
Bremer Bank National Association
Minnesota
$294K +$295K +10,606 New
IFA
90
Interactive Financial Advisors
Illinois
$293K -$472 -17 -0.2%
ACM
91
AlphaStar Capital Management
North Carolina
$292K -$50.6K -1,824 -14%
FNC
92
First National Corp
Massachusetts
$288K -$17.4K -625 -6%
SC
93
Solstein Capital
California
$279K
VCM
94
Virtue Capital Management
Tennessee
$275K +$41.5K +1,494 +18%
William Blair & Company
95
William Blair & Company
Illinois
$270K +$16.4K +591 +7%
SI
96
Stephens Inc
Arkansas
$264K -$36.8K -1,327 -12%
LPT
97
Legacy Private Trust
Wisconsin
$258K -$436K -15,701 -63%
UCFA
98
United Capital Financial Advisors
Texas
$251K -$220K -7,924 -47%
MCM
99
Maryland Capital Management
Maryland
$238K +$237K +8,530 New
DI
100
Diligent Investors
California
$230K -$149K -5,350 -39%

BWX Hedge Fund Activity: Q1 2019 in Review

158 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2019, worth a combined $646M — up 3.4% from $625M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of BWX and 26 opened new positions — a net loss of 3 holders — while 60 trimmed existing stakes and 47 added.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $37.6M. The largest seller was Johnson Financial Group LLC (Colorado), cutting an estimated $14.9M.

  • 158 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2019, down from 165 in Q4 2018.
  • Funds reported $646M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2019, up 3.4% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2019 and 29 closed out, a net change of -3 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $37.6M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2019 was Johnson Financial Group LLC (Colorado), an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2019.