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State Street SPDR Bloomberg International Treasury Bond ETF

158 hedge funds and large institutions have $907M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

5% more funds holding

Funds holding: 151158 (+7)

2.86% less ownership

Funds ownership: 59.81%56.95% (-2.9%)

5% less capital invested

Capital invested by funds: $955M → $907M (-$47.9M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
23
Increased
55
Reduced
63
Closed
13
Calls
$949K
Puts
Net Calls
+$949K
Net Calls Change
+$949K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
126
Transamerica Financial Advisors
Florida
$73K +$71.8K +2,538 +5,076%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66K -$4.73M -167,466 -99%
RFM
128
Royal Fund Management
Florida
$63K +$64.2K +2,270 New
WAM
129
Wealthspire Advisors (Maryland)
Maryland
$60K
MFW
130
Mosaic Family Wealth
Missouri
$59K -$2.71K -96 -4%
HSA
131
Hussman Strategic Advisors
Maryland
$56K
NSIM
132
North Star Investment Management
Illinois
$56K
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$49.6K -$14.4K -510 -22%
QAM
134
QCI Asset Management
New York
$48K
LM
135
Legg Mason
Maryland
$38K +$37.3K +1,321 New
JIR
136
James Investment Research
Ohio
$34K
VFA
137
Valeo Financial Advisors
Indiana
$30K +$29.9K +1,056 New
Northern Trust
138
Northern Trust
Illinois
$29K -$565 -20 -0%
TAIM
139
TD Ameritrade Investment Management
Nebraska
$28K -$6.19K -219 -18%
GWM
140
Geneos Wealth Management
Colorado
$27K -$13.8K -488 -33%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$26K +$25.7K +908 New
MA
142
MUFG Americas
New York
$17K
NFG
143
Next Financial Group
Texas
$17K +$14.1K +500 +481%
SPIA
144
Steward Partners Investment Advisory
New York
$14K -$14.8K -525 -50%
IWM
145
IHT Wealth Management
Illinois
$14K -$4.92K -174 -26%
WCG
146
Wall Capital Group
Arizona
$14K
AWM
147
AllSquare Wealth Management
New York
$13K
HNB
148
Huntington National Bank
Ohio
$10K
SQA
149
Simon Quick Advisors
New Jersey
$5K
FMA
150
FNY Managed Accounts
New York
$5K +$5.32K +188 New

BWX Hedge Fund Activity: Q3 2017 in Review

158 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 Q3 2017, worth a combined $907M — down 5% from $955M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BWX positions and 13 closed out — a net gain of 10 holders — while 55 added to existing stakes and 63 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $16.6M. The largest seller was UBS Group, cutting an estimated $35.1M.

  • 158 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q3 2017, up from 151 in Q2 2017.
  • Funds reported $907M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q3 2017, down 5% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q3 2017 and 13 closed out, a net change of +10 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q3 2017 was Virtu Financial, an estimated $16.6M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q3 2017 was UBS Group, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2017.