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State Street SPDR Bloomberg International Treasury Bond ETF

146 hedge funds and large institutions have $514M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

32% more capital invested

Capital invested by funds: $388M → $514M (+$126M)

12% more funds holding

Funds holding: 130146 (+16)

5.35% more ownership

Funds ownership: 51.2%56.56% (+5.4%)

Holders
146
Holders Change
+16
Holders Change %
+12.31%
% of All Funds
2.95%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.1%
New
29
Increased
53
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
76
Client 1st Advisory Group
Florida
$423K -$198K -6,676 -32%
FWM
77
Frontier Wealth Management
Missouri
$385K -$106K -3,570 -22%
VFA
78
Voya Financial Advisors
Connecticut
$358K -$1.45M -48,611 -80%
JP Morgan Chase
79
JP Morgan Chase
New York
$358K +$7.82K +263 +2%
HPC
80
HM Payson & Co
Maine
$338K
ESB
81
Essex Savings Bank
Connecticut
$321K
SPC
82
Sigma Planning Corp
Michigan
$316K +$30 +1 +0%
William Blair & Company
83
William Blair & Company
Illinois
$301K
SP
84
SWS Partners
Ohio
$276K +$276K +9,288 New
RRC
85
Relaxing Retirement Coach
Massachusetts
$270K +$271K +9,100 New
CW
86
CreativeOne Wealth
Kansas
$264K -$45.9K -1,543 -15%
Financial Engines Advisors
87
Financial Engines Advisors
California
$254K
JFGLC
88
Johnson Financial Group LLC (Colorado)
Colorado
$252K +$15.2K +513 +6%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$251K -$1.13M -37,902 -82%
FHA
90
First Horizon Advisors
Tennessee
$251K -$81.3K -2,734 -24%
TFGT
91
TS Financial Group (TSFG)
Illinois
$239K +$30 +1 +0%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$233K +$35.1K +1,181 +18%
Truist Financial
93
Truist Financial
North Carolina
$227K -$9.04K -304 -4%
SBL
94
Sargent Bickham Lagudis
Colorado
$219K +$100K +3,370 +84%
HAS
95
HBW Advisory Services
California
$218K +$218K +7,345 New
BAM
96
BTS Asset Management
Massachusetts
$177K +$105K +3,532 +145%
NL
97
NKCFO LLC
Illinois
$172K +$172K +5,800 New
IFA
98
Interactive Financial Advisors
Illinois
$165K -$31.4K -1,056 -16%
AAP
99
Arax Advisory Partners
Colorado
$160K
JWM
100
JFG Wealth Management
Colorado
$157K +$157K +5,288 New

BWX Hedge Fund Activity: Q3 2020 in Review

146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q3 2020, worth a combined $514M — up 32% from $388M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BWX positions and 10 closed out — a net gain of 19 holders — while 53 added to existing stakes and 36 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, adding an estimated $66M. The largest seller was Bank of America, cutting an estimated $14.9M.

  • 146 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q3 2020, up from 130 in Q2 2020.
  • Funds reported $514M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q3 2020, up 32% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q3 2020 and 10 closed out, a net change of +19 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q3 2020 was Perella Weinberg Partners Capital Management, an estimated $66M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q3 2020 was Bank of America, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2020.