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State Street SPDR Bloomberg International Treasury Bond ETF

151 hedge funds and large institutions have $1.21B invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

10.28% more ownership

Funds ownership: 127.87%138.16% (+10%)

6% more capital invested

Capital invested by funds: $1.14B → $1.21B (+$69.8M)

2% more funds holding

Funds holding: 148151 (+3)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

23% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 62

Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
4.03%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
24
Increased
48
Reduced
62
Closed
20
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
126
CT Financial Advisors
Pennsylvania
$69K +$14.3K +510 +27%
HSA
127
Hussman Strategic Advisors
Maryland
$57K
NSIM
128
North Star Investment Management
Illinois
$57K
HNB
129
Huntington National Bank
Ohio
$53K
WP
130
WealthPLAN Partners
Nebraska
$52.3K +$190K +6,790 New
TAIM
131
TD Ameritrade Investment Management
Nebraska
$38K -$23.5M -838,686 -100%
JIR
132
James Investment Research
Ohio
$34K
Northern Trust
133
Northern Trust
Illinois
$32K +$3.54K +126 +0.1%
PSUF
134
People's United Financial
Connecticut
$32K +$31.8K +1,132 New
GWM
135
Geneos Wealth Management
Colorado
$31K -$1.37M -48,996 -98%
IPC
136
Independent Portfolio Consultants
Florida
$30K -$842 -30 -3%
FMII
137
Farmers & Merchants Investments Inc
Nebraska
$21K -$9.09K -324 -31%
Legal & General Group
138
Legal & General Group
United Kingdom
$19K
MA
139
MUFG Americas
New York
$17K -$4.21K -150 -20%
WI
140
Wintrust Investments
Illinois
$16K +$1.2M +42,684 New
ACM
141
Argentus Capital Management
Texas
$8K -$4.04K -144 -34%
VIA
142
Vantage Investment Advisors
Pennsylvania
$7K -$10.3K -368 -59%
ZB
143
Zions Bancorporation
Utah
$7K +$7.18K +256 New
BWA
144
Burt Wealth Advisors
Maryland
$5K +$3.09K +110 +122%
ACS
145
Archford Capital Strategies
Illinois
$5K +$4.54K +162 New
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$4K
SFG
147
SevenBridge Financial Group
Pennsylvania
$4K +$4.38K +156 New
NFG
148
Next Financial Group
Texas
$2K
SAM
149
Sunnymeath Asset Management
New Jersey
$2K
BL
150
Balentine LLC
Georgia
$2K +$1.85K +66 New

BWX Hedge Fund Activity: Q2 2016 in Review

151 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q2 2016, worth a combined $1.21B — up 6.1% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BWX positions and 20 closed out — a net gain of 4 holders — while 48 added to existing stakes and 62 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was LPL Financial, cutting an estimated $125M.

  • 151 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q2 2016, up from 148 in Q1 2016.
  • Funds reported $1.21B of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q2 2016, up 6.1% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q2 2016 and 20 closed out, a net change of +4 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q2 2016 was Bank of America, an estimated $132M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q2 2016 was LPL Financial, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2016.