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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
CFA
126
CT Financial Advisors
Pennsylvania
$53.1K -$16K -600 -24%
GBT
127
Grove Bank & Trust
Florida
$46K
JIR
128
James Investment Research
Ohio
$33K
Northern Trust
129
Northern Trust
Illinois
$31K +$133K +5,000 +5%
IPC
130
Independent Portfolio Consultants
Florida
$30K +$29K +1,090 New
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$29K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$23K -$34.8K -1,308 -62%
MA
133
MUFG Americas
New York
$21K +$19.7K +740 New
Legal & General Group
134
Legal & General Group
United Kingdom
$18K
S
135
SignatureFD
Georgia
$18K +$16.8K +632 New
ACM
136
Argentus Capital Management
Texas
$12K +$6.92K +260 +157%
VIA
137
Vantage Investment Advisors
Pennsylvania
$11K +$6.6K +248 +65%
AA
138
Apriem Advisors
California
$6K +$5.27K +198 New
WEC
139
Winslow Evans & Crocker
Massachusetts
$5.74K -$53 -2 -1%
AC
140
Alexandria Capital
Virginia
$5K -$426 -16 -8%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$4K -$479 -18 -12%
HR
142
Howe & Rusling
New York
$4K
BWA
143
Burt Wealth Advisors
Maryland
$3K +$2.4K +90 New
NFG
144
Next Financial Group
Texas
$2K
SAM
145
Sunnymeath Asset Management
New Jersey
$2K
WAM
146
Wealthspire Advisors (Maryland)
Maryland
$1K -$2.23K -84 -79%
ASN
147
Advisory Services Network
Georgia
$1K +$266 +10 +45%
GI
148
Gradient Investments
Minnesota
$1K +$958 +36 New
HW
149
Hancock Whitney
Mississippi
$706 -$1.72M -64,768 -72%
BCM
150
BTC Capital Management
Iowa
-$1.01M -39,014 Closed

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.