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State Street SPDR Bloomberg International Treasury Bond ETF

151 hedge funds and large institutions have $1.05B invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

77,300% more call options, than puts

Call options by funds: $774K | Put options by funds: $1K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

2% more funds holding

Funds holding: 148151 (+3)

5% less capital invested

Capital invested by funds: $1.11B → $1.05B (-$56.9M)

27% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 62

61.23% less ownership

Funds ownership: 133.09%71.86% (-61%)

Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
3.77%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
26
Increased
45
Reduced
62
Closed
20
Calls
$774K
Puts
$1K
Net Calls
+$773K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$267K -$32.9K -1,221 -11%
IH
102
IFC Holdings
Florida
$241K -$187K -6,955 -43%
FHA
103
First Horizon Advisors
Tennessee
$234K
LFG
104
LifePlan Financial Group
Ohio
$232K -$44.5K -1,652 -16%
MWM
105
Mission Wealth Management
California
$229K
Comerica Bank
106
Comerica Bank
Texas
$228K -$63K -2,339 -21%
William Blair & Company
107
William Blair & Company
Illinois
$206K -$63.9K -2,372 -23%
MIS
108
Morningstar Investment Services
Illinois
$201K -$13.3M -494,513 -98%
NSIM
109
North Star Investment Management
Illinois
$156K
FANJ
110
Financial Architects (New Jersey)
New Jersey
$148K
BIM
111
BlackRock Investment Management
Delaware
$145K -$90.9K -3,377 -38%
AWM
112
Avior Wealth Management
Nebraska
$120K +$1.37K +51 +1%
GRP
113
Global Retirement Partners
California
$115K +$119K +4,420 New
RPG
114
Risk Paradigm Group
Texas
$102K -$83.6K -3,104 -44%
TFO
115
Tarbox Family Office
California
$79K
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$78K +$81K +3,008 New
MFW
117
Mosaic Family Wealth
Missouri
$72K
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$66.3K -$136K -5,059 -66%
HSA
119
Hussman Strategic Advisors
Maryland
$52K
CFA
120
CT Financial Advisors
Pennsylvania
$49.5K -$13.7K -510 -21%
HNB
121
Huntington National Bank
Ohio
$48K
CFD
122
Creative Financial Designs
Indiana
$48K +$49.3K +1,832 New
NC
123
NewSquare Capital
Pennsylvania
$44K -$2.82M -104,545 -98%
QAM
124
QCI Asset Management
New York
$44K -$53.9K -2,000 -54%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$41K +$9.43K +350 +29%

BWX Hedge Fund Activity: Q4 2016 in Review

151 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q4 2016, worth a combined $1.05B — down 5.1% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BWX positions and 20 closed out — a net gain of 6 holders — while 45 added to existing stakes and 62 trimmed.

The largest buyer was UBS Group, adding an estimated $204M. The largest seller was LPL Financial, cutting an estimated $46.9M.

  • 151 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q4 2016, up from 148 in Q3 2016.
  • Funds reported $1.05B of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q4 2016, down 5.1% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q4 2016 and 20 closed out, a net change of +6 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q4 2016 was UBS Group, an estimated $204M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q4 2016 was LPL Financial, an estimated $46.9M sold.

Based on aggregated 13F filings for Q4 2016.