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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
QAM
126
QCI Asset Management
New York
$47K
GWM
127
Geneos Wealth Management
Colorado
$40K +$13.3K +488 +50%
TAIM
128
TD Ameritrade Investment Management
Nebraska
$34K -$9.64K -354 -22%
JIR
129
James Investment Research
Ohio
$33K
Northern Trust
130
Northern Trust
Illinois
$29K
SPIA
131
Steward Partners Investment Advisory
New York
$29K +$20.3K +745 +240%
DADC
132
D.A. Davidson & Co
Montana
$24K
HNB
133
Huntington National Bank
Ohio
$21K
Legal & General Group
134
Legal & General Group
United Kingdom
$18K
VWA
135
V Wealth Advisors
Kansas
$18K +$17.6K +648 New
MA
136
MUFG Americas
New York
$16K
MIM
137
Macroview Investment Management
Maryland
$15K +$15K +550 New
AWM
138
AllSquare Wealth Management
New York
$13K
WCG
139
Wall Capital Group
Arizona
$13K
CFD
140
Creative Financial Designs
Indiana
$9K +$5.64K +207 +173%
CFA
141
Carroll Financial Associates
North Carolina
$5K
SFG
142
SevenBridge Financial Group
Pennsylvania
$4K
SQA
143
Simon Quick Advisors
New Jersey
$4K
NFG
144
Next Financial Group
Texas
$3K
TFA
145
Transamerica Financial Advisors
Florida
$2K -$10.6K -388 -89%
AIP
146
Ameritas Investment Partners
Nebraska
$2K
IPC
147
Independent Portfolio Consultants
Florida
$1K -$1.09K -40 -67%
SF
148
Synovus Financial
Georgia
$1K +$708 +26 New
Simplex Trading
149
Simplex Trading
Illinois
$1K +$1.72K +63 New
IWM
150
IHT Wealth Management
Illinois
$4 -$12.7K -467 -42%

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.