We are live on ! Find out more
BWX icon

State Street SPDR Bloomberg International Treasury Bond ETF

137 hedge funds and large institutions have $1.65B invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $1.33B → $1.65B (+$314M)

10.46% more ownership

Funds ownership: 122.12%132.58% (+10%)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 58

1% less funds holding

Funds holding: 138137 (-1)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

61% less call options, than puts

Call options by funds: $414K | Put options by funds: $1.06M

Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
3.94%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.34%
New
12
Increased
58
Reduced
58
Closed
11
Calls
$414K
Puts
$1.06M
Net Calls
-$650K
Net Calls Change
-$650K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Concert Wealth Management
California
$365K +$392K +13,090 New
Truist Financial
102
Truist Financial
North Carolina
$349K -$17.8K -594 -5%
EWA
103
Exencial Wealth Advisors
Oklahoma
$311K -$16.4K -546 -5%
Invesco
104
Invesco
Georgia
$296K -$14.6K -488 -5%
ANB
105
Amarillo National Bank
Texas
$290K -$1.5K -50 -0.5%
FHA
106
First Horizon Advisors
Tennessee
$274K +$58K +1,938 +27%
FIG
107
Fusion Investment Group
Pennsylvania
$261K -$23.8K -794 -8%
NPC
108
National Planning Corporation
California
$259K -$23.8K -794 -9%
COI
109
Connable Office Inc
Michigan
$258K
CIA
110
Capital Investment Advisors
Georgia
$238K -$14.4K -482 -6%
PAS
111
Partnervest Advisory Services
California
$217K -$1.86K -62 -0.9%
HNB
112
Huntington National Bank
Ohio
$201K
RIA
113
Regal Investment Advisors
Michigan
$161K -$6.77K -226 -4%
BIM
114
BlackRock Investment Management
Delaware
$153K +$3.29K +110 +2%
MFS
115
MSI Financial Services
Massachusetts
$129K -$16.4K -546 -11%
IPC
116
Independent Portfolio Consultants
Florida
$117K +$116K +3,860 New
PSI
117
Pinnacle Summer Investments
Virginia
$79K -$7.19K -240 -8%
NSIM
118
North Star Investment Management
Illinois
$61K
CIA
119
Choate Investment Advisors
Massachusetts
$49.4K +$48.7K +1,626 New
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45K +$8.32K +278 +23%
FMII
121
Farmers & Merchants Investments Inc
Nebraska
$37K +$299 +10 +0.8%
JIR
122
James Investment Research
Ohio
$36K
NES
123
New England Securities
New York
$33K -$26.3K -878 -45%
MPWT
124
MassMutual Private Wealth & Trust
Connecticut
$31.9K +$31.4K +1,050 New
Barclays
125
Barclays
United Kingdom
$27K

BWX Hedge Fund Activity: Q2 2014 in Review

137 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q2 2014, worth a combined $1.65B — up 24% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BWX positions and 11 closed out — a net gain of 1 holder — while 58 added to existing stakes and 58 trimmed.

The largest buyer was UBS, adding an estimated $221M. The largest seller was Bank of America, cutting an estimated $19.7M.

  • 137 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q2 2014, down from 138 in Q1 2014.
  • Funds reported $1.65B of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q2 2014, up 24% quarter-over-quarter.
  • 12 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q2 2014 and 11 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q2 2014 was UBS, an estimated $221M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q2 2014 was Bank of America, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2014.