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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
TCM
126
TD Capital Management
Tennessee
$35K +$36.7K +1,364 New
GWM
127
Geneos Wealth Management
Colorado
$34K +$11K +410 +46%
TAIM
128
TD Ameritrade Investment Management
Nebraska
$32K -$162 -6 -0.5%
JIR
129
James Investment Research
Ohio
$31K
IPC
130
Independent Portfolio Consultants
Florida
$27K -$943 -35 -3%
Northern Trust
131
Northern Trust
Illinois
$27K +$1.4M +51,887 +98%
NFG
132
Next Financial Group
Texas
$24K -$4.85K -180 -17%
Legal & General Group
133
Legal & General Group
United Kingdom
$19K
MCM
134
McKinley Capital Management
Alaska
$16K
MA
135
MUFG Americas
New York
$15K
IWM
136
IHT Wealth Management
Illinois
$13K +$14.1K +522 New
TFA
137
Transamerica Financial Advisors
Florida
$12K -$18.8K -697 -61%
AWM
138
AllSquare Wealth Management
New York
$12K +$12.2K +454 New
VIA
139
Vantage Investment Advisors
Pennsylvania
$9K +$135 +5 +1%
SPIA
140
Steward Partners Investment Advisory
New York
$8K +$8.35K +310 New
CFA
141
Carroll Financial Associates
North Carolina
$8K +$8.64K +321 New
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$5K -$56.8K -2,111 -92%
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$4.42K +$4.58K +170 New
ACS
144
Archford Capital Strategies
Illinois
$4K
SFG
145
SevenBridge Financial Group
Pennsylvania
$4K
AF
146
Allworth Financial
California
$2K +$1.78K +66 New
SAM
147
Sunnymeath Asset Management
New Jersey
$2K +$2.15K +80 New
WAM
148
Wealthspire Advisors (Maryland)
Maryland
$1K
AA
149
Ancora Advisors
Ohio
$1K +$969 +36 New
AIP
150
Ameritas Investment Partners
Nebraska
$1K +$1.86K +69 New

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.