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State Street SPDR Bloomberg International Treasury Bond ETF

148 hedge funds and large institutions have $1.14B invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

13% more capital invested

Capital invested by funds: $1.01B → $1.14B (+$130M)

6% more funds holding

Funds holding: 139148 (+9)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

10.52% less ownership

Funds ownership: 138.39%127.87% (-11%)

20% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 55

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
3.94%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
28
Increased
44
Reduced
55
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
101
Bank of New York Mellon
New York
$309K -$35.8K -1,346 -11%
BIM
102
BlackRock Investment Management
Delaware
$305K +$53.5K +2,010 +23%
SWP
103
Stratos Wealth Partners
Ohio
$304K +$290K +10,894 New
KSA
104
Ken Stern & Associates
California
$297K -$752K -28,274 -73%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$294K +$18.2K +684 +7%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$292K -$9.9K -372 -3%
AA
107
Advisory Alpha
Michigan
$266K -$2.31M -86,976 -90%
PPA
108
Parametric Portfolio Associates
Washington
$247K
MWM
109
Mission Wealth Management
California
$245K +$234K +8,800 New
CS
110
Comerica Securities
Michigan
$242K +$231K +8,674 New
BWM
111
Braver Wealth Management
Massachusetts
$239K +$228K +8,582 New
RJT
112
Raymond James Trust
Florida
$217K -$5.21K -196 -2%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$209K -$2.98K -112 -1%
PWAG
114
Polaris Wealth Advisory Group
California
$209K -$114K -4,292 -36%
FANJ
115
Financial Architects (New Jersey)
New Jersey
$159K +$151K +5,688 New
MFW
116
Mosaic Family Wealth
Missouri
$137K -$93.5K -3,514 -42%
CG
117
Cutler Group
California
$131K +$122K +4,602 +3,900%
IA
118
IFP Advisors
Florida
$130K -$695K -26,136 -74%
GWM
119
Gupta Wealth Management
California
$126K
AWM
120
Avior Wealth Management
Nebraska
$112K +$75.3K +2,830 +238%
CC
121
Cassaday & Co
Virginia
$108K -$26.4M -992,888 -99%
AP
122
Advisors Preferred
Maryland
$79K +$75.6K +2,840 New
HSA
123
Hussman Strategic Advisors
Maryland
$56K
NSIM
124
North Star Investment Management
Illinois
$56K
HNB
125
Huntington National Bank
Ohio
$54K

BWX Hedge Fund Activity: Q1 2016 in Review

148 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2016, worth a combined $1.14B — up 13% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BWX positions and 16 closed out — a net gain of 12 holders — while 44 added to existing stakes and 55 trimmed.

The largest buyer was Piershale Financial Group, opening a new position worth an estimated $29.8M. The largest seller was WBI Investments, cutting an estimated $35.5M.

  • 148 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2016, up from 139 in Q4 2015.
  • Funds reported $1.14B of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2016, up 13% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2016 and 16 closed out, a net change of +12 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2016 was Piershale Financial Group, an estimated $29.8M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2016 was WBI Investments, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2016.