We are live on ! Find out more
BWX icon

State Street SPDR Bloomberg International Treasury Bond ETF

151 hedge funds and large institutions have $955M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

51% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 39

25% more capital invested

Capital invested by funds: $766M → $955M (+$189M)

6% more funds holding

Funds holding: 142151 (+9)

5.63% less ownership

Funds ownership: 65.44%59.81% (-5.6%)

Holders
151
Holders Change
+9
Holders Change %
+6.34%
% of All Funds
3.76%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
29
Increased
59
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
101
Wedbush Securities
California
$282K +$278K +10,208 New
IH
102
IFC Holdings
Florida
$270K -$5.39K -198 -2%
SWP
103
Stratos Wealth Partners
Ohio
$254K +$251K +9,205 New
AWA
104
Arete Wealth Advisors
Illinois
$235K +$231K +8,493 New
William Blair & Company
105
William Blair & Company
Illinois
$233K -$48.7K -1,789 -18%
Goldman Sachs
106
Goldman Sachs
New York
$232K -$654K -24,000 -74%
CFB
107
Cullen/Frost Bankers
Texas
$228K -$59.4K -2,180 -21%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$226K -$3.7K -136 -2%
Comerica Bank
109
Comerica Bank
Texas
$223K -$4.41K -162 -2%
PPA
110
Parametric Portfolio Associates
Washington
$207K +$204K +7,475 New
SEI Investments
111
SEI Investments
Pennsylvania
$166K +$18.5K +680 +13%
AWM
112
Avior Wealth Management
Nebraska
$139K -$47.1K -1,728 -26%
Jones Financial Companies
113
Jones Financial Companies
Missouri
$137K +$31.9K +1,173 +31%
RPG
114
Risk Paradigm Group
Texas
$106K -$2.78K -102 -3%
GRP
115
Global Retirement Partners
California
$102K +$19.4K +712 +24%
UBS AM
116
UBS AM
Illinois
$89.4K +$88.1K +3,236 New
ACM
117
AlphaStar Capital Management
North Carolina
$89K +$87.9K +3,227 New
TFO
118
Tarbox Family Office
California
$85K
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$62.9K -$19.4K -711 -24%
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$62K +$30.9K +1,135 +99%
MFW
121
Mosaic Family Wealth
Missouri
$61K -$1.8K -66 -3%
WAM
122
Wealthspire Advisors (Maryland)
Maryland
$59K +$57.2K +2,100 +9,130%
NSIM
123
North Star Investment Management
Illinois
$55K -$109K -4,000 -67%
HSA
124
Hussman Strategic Advisors
Maryland
$55K
NA
125
NewEdge Advisors
Louisiana
$53.3K +$53.1K +1,950 New

BWX Hedge Fund Activity: Q2 2017 in Review

151 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q2 2017, worth a combined $955M — up 25% from $766M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BWX positions and 17 closed out — a net gain of 12 holders — while 59 added to existing stakes and 39 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $41M. The largest seller was UBS Group, cutting an estimated $88M.

  • 151 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q2 2017, up from 142 in Q1 2017.
  • Funds reported $955M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q2 2017, up 25% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q2 2017 and 17 closed out, a net change of +12 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $41M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q2 2017 was UBS Group, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2017.