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State Street SPDR Bloomberg International Treasury Bond ETF

145 hedge funds and large institutions have $1.14B invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

6.44% more ownership

Funds ownership: 120.17%126.61% (+6.4%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $1.19B → $1.14B (-$50.5M)

3% less funds holding

Funds holding: 149145 (-4)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

42% less call options, than puts

Call options by funds: $781K | Put options by funds: $1.34M

Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
3.86%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
24
Increased
55
Reduced
46
Closed
25
Calls
$781K
Puts
$1.34M
Net Calls
-$558K
Net Calls Change
+$123K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
101
Vigilant Capital Management
Maine
$266K -$204K -7,570 -43%
CWM
102
Concert Wealth Management
California
$266K +$169K +6,280 +51%
FHA
103
First Horizon Advisors
Tennessee
$264K -$12.1K -448 -4%
Creative Planning
104
Creative Planning
Kansas
$241K -$4.83M -178,976 -95%
CNB
105
City National Bank
California
$238K +$242K +8,956 New
SYBT
106
Stock Yards Bank & Trust
Kentucky
$234K -$154K -5,696 -39%
CONA
107
Capital One National Association
New York
$230K +$15.9K +590 +7%
Mirae Asset Global Investments
108
Mirae Asset Global Investments
South Korea
$228K +$232K +8,600 New
Neuberger Berman Group
109
Neuberger Berman Group
New York
$213K +$216K +8,010 New
LS
110
Lattice Strategies
Pennsylvania
$211K +$215K +7,954 New
CIA
111
Capital Investment Advisors
Georgia
$203K -$809 -30 -0.4%
SWP
112
Stratos Wealth Partners
Ohio
$202K -$3.29K -122 -2%
FANJ
113
Financial Architects (New Jersey)
New Jersey
$166K +$6.04K +224 +4%
RIA
114
Regal Investment Advisors
Michigan
$166K +$69.3K +2,568 +70%
BIM
115
BlackRock Investment Management
Delaware
$159K
MFS
116
MSI Financial Services
Massachusetts
$129K -$132K -4,888 -50%
CFA
117
CT Financial Advisors
Pennsylvania
$108K
GWM
118
Gupta Wealth Management
California
$107K +$108K +4,010 New
TNB
119
Thomasville National Bank
Georgia
$92K +$93.7K +3,474 New
PSI
120
Pinnacle Summer Investments
Virginia
$69K
HNB
121
Huntington National Bank
Ohio
$54K +$54.4K +2,018 New
NSIM
122
North Star Investment Management
Illinois
$53K
BWFA
123
Baltimore-Washington Financial Advisors
Maryland
$53K +$54K +2,000 New
NMIS
124
Northwestern Mutual Investment Services
Wisconsin
$51K -$270 -10 -0.5%
FFC
125
First Financial Corp
Indiana
$36K -$180K -6,680 -83%

BWX Hedge Fund Activity: Q1 2015 in Review

145 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2015, worth a combined $1.14B — down 4.3% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BWX and 24 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 55 added.

The largest buyer was AssetMark Inc, adding an estimated $31.6M. The largest seller was Citigroup, cutting an estimated $47.8M.

  • 145 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2015, down from 149 in Q4 2014.
  • Funds reported $1.14B of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2015, down 4.3% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2015 and 25 closed out, a net change of -1 holder.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2015 was AssetMark Inc, an estimated $31.6M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2015 was Citigroup, an estimated $47.8M sold.

Based on aggregated 13F filings for Q1 2015.