State Street SPDR Bloomberg International Treasury Bond ETF
130 hedge funds and large institutions have $388M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 54 reducing their positions, and 30 closing their positions.
3.79% less ownership
Funds ownership: 54.99% → 51.2% (-3.8%)
13% less funds holding
Funds holding: 149 → 130 (-19)
24% less capital invested
Capital invested by funds: $508M → $388M (-$120M)
28% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 54
60% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 30
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$8.04M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$5.37M |
| 3 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$5.01M |
| 4 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
+$4.17M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$58.3M |
| 2 |
Morgan Stanley
New York
|
-$27.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$26.8M |
| 4 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
-$16.5M |
| 5 |
Jane Street
New York
|
-$9.12M |
BWX Hedge Fund Activity: Q2 2020 in Review
130 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q2 2020, worth a combined $388M — down 24% from $508M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of BWX and 12 opened new positions — a net loss of 18 holders — while 54 trimmed existing stakes and 39 added.
The largest buyer was MD Financial Management, adding an estimated $8.04M. The largest seller was Wells Fargo, cutting an estimated $58.3M.
- 130 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q2 2020, down from 149 in Q1 2020.
- Funds reported $388M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q2 2020, down 24% quarter-over-quarter.
- 12 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q2 2020 and 30 closed out, a net change of -18 holders.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q2 2020 was MD Financial Management, an estimated $8.04M added.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q2 2020 was Wells Fargo, an estimated $58.3M sold.
Based on aggregated 13F filings for Q2 2020.