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State Street SPDR Bloomberg International Treasury Bond ETF

193 hedge funds and large institutions have $978M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

8% more capital invested

Capital invested by funds: $904M → $978M (+$74.8M)

5% more funds holding

Funds holding: 183193 (+10)

1.28% more ownership

Funds ownership: 59.48%60.76% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 61

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
193
Holders Change
+10
Holders Change %
+5.46%
% of All Funds
4.42%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
38
Increased
61
Reduced
61
Closed
27
Calls
$484K
Puts
Net Calls
+$484K
Net Calls Change
+$748K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
101
Credit Suisse
Switzerland
$693K +$683K +23,500 New
VCM
102
Virtue Capital Management
Tennessee
$686K +$593K +20,387 +604%
JP Morgan Chase
103
JP Morgan Chase
New York
$632K +$66.4K +2,285 +12%
BTNA
104
Bremer Trust National Association
Minnesota
$628K -$8.37K -288 -1%
FHC
105
First Heartland Consultants
Missouri
$620K +$77.9K +2,678 +15%
BCM
106
Brookstone Capital Management
Illinois
$616K +$607K +20,889 New
NFG
107
Next Financial Group
Texas
$583K +$574K +19,758 New
MIAN
108
Mariner Independent Advisor Network
Kansas
$555K +$547K +18,827 New
MIS
109
Morningstar Investment Services
Illinois
$537K -$208K -7,153 -28%
IFWM
110
Institute for Wealth Management
Colorado
$517K +$524K +18,033 New
ACM
111
AlphaStar Capital Management
North Carolina
$508K -$1.83M -63,074 -79%
DI
112
Diligent Investors
California
$507K -$102K -3,518 -17%
MLFP
113
MPS Loria Financial Planners
Illinois
$491K +$111K +3,807 +30%
SWP
114
Stratos Wealth Partners
Ohio
$477K -$5.64K -194 -1%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$406K +$611 +21 +0.2%
Millennium Management
116
Millennium Management
New York
$401K +$395K +13,579 New
Truist Financial
117
Truist Financial
North Carolina
$395K -$15.4K -530 -4%
PRS
118
Pinkerton Retirement Specialists
Idaho
$395K +$389K +13,373 New
WS
119
Wedbush Securities
California
$386K +$20.4K +701 +6%
V
120
Veritable
Delaware
$383K
AWA
121
Arete Wealth Advisors
Illinois
$382K +$106K +3,633 +39%
Deutsche Bank
122
Deutsche Bank
Germany
$375K +$370K +12,714 New
PA
123
Parkside Advisors
California
$367K -$17.6K -604 -5%
First Trust Advisors
124
First Trust Advisors
Illinois
$363K +$2.82K +97 +0.8%
FA
125
FDx Advisors
Illinois
$339K -$154K -5,306 -32%

BWX Hedge Fund Activity: Q1 2018 in Review

193 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2018, worth a combined $978M — up 8.3% from $904M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BWX positions and 27 closed out — a net gain of 11 holders — while 61 added to existing stakes and 61 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $76.7M. The largest seller was Envestnet Asset Management, cutting an estimated $29.3M.

  • 193 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2018, up from 183 in Q4 2017.
  • Funds reported $978M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2018, up 8.3% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2018 and 27 closed out, a net change of +11 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2018 was Mirae Asset Global Investments, an estimated $76.7M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2018.