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State Street SPDR Bloomberg International Treasury Bond ETF

167 hedge funds and large institutions have $1.03B invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 73 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $906M → $1.03B (+$128M)

3.55% less ownership

Funds ownership: 60.05%56.5% (-3.6%)

11% less funds holding

Funds holding: 187167 (-20)

27% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 73

57% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 35

70% less funds holding in top 10

Funds holding in top 10: 103 (-7)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $394K

Holders
167
Holders Change
-20
Holders Change %
-10.7%
% of All Funds
3.82%
Holding in Top 10
3
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-70%
% of All Funds
0.07%
New
15
Increased
53
Reduced
73
Closed
35
Calls
Puts
$394K
Net Calls
-$394K
Net Calls Change
-$394K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$87K +$138 +5 +0.2%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$83K +$83.8K +3,032 New
SPIA
128
Steward Partners Investment Advisory
New York
$81K +$18.5K +670 +29%
AA
129
Advisory Alpha
Michigan
$70K -$1.68M -60,829 -96%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$66K -$661K -23,938 -91%
SWP
131
Stratos Wealth Partners
Ohio
$65K -$668K -24,195 -91%
HSA
132
Hussman Strategic Advisors
Maryland
$55K
NSIM
133
North Star Investment Management
Illinois
$55K
PRS
134
Pinkerton Retirement Specialists
Idaho
$54K -$5.07M -183,539 -99%
MFW
135
Mosaic Family Wealth
Missouri
$54K -$24.5K -888 -31%
SEI Investments
136
SEI Investments
Pennsylvania
$49K -$250K -9,066 -84%
QAM
137
QCI Asset Management
New York
$47K
TFA
138
Transamerica Financial Advisors
Florida
$35K +$29.1K +1,055 +495%
PA
139
Parallel Advisors
California
$35K +$35.4K +1,282 New
TAIM
140
TD Ameritrade Investment Management
Nebraska
$24K +$608 +22 +3%
RMAM
141
Raab & Moskowitz Asset Management
New Jersey
$24K +$24.4K +884 New
CAG
142
Csenge Advisory Group
Florida
$23K +$24K +868 New
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$23K
TCM
144
Tradewinds Capital Management
Washington
$22K -$1.5M -54,434 -99%
UBS AM
145
UBS AM
Illinois
$21.3K
MA
146
MUFG Americas
New York
$16K
EWM
147
Elmwood Wealth Management
California
$7.17K
AWM
148
AllSquare Wealth Management
New York
$6K -$6.41K -232 -51%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.34K +157 +523%
NR
150
Newfound Research
Massachusetts
$4K -$856 -31 -8%

BWX Hedge Fund Activity: Q3 2018 in Review

167 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q3 2018, worth a combined $1.03B — up 14% from $906M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of BWX and 15 opened new positions — a net loss of 20 holders — while 73 trimmed existing stakes and 53 added.

The largest buyer was Pure Financial Advisors, opening a new position worth an estimated $7.55M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $29.1M.

  • 167 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q3 2018, down from 187 in Q2 2018.
  • Funds reported $1.03B of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q3 2018, up 14% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q3 2018 and 35 closed out, a net change of -20 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q3 2018 was Pure Financial Advisors, an estimated $7.55M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q3 2018 was Cambridge Investment Research Advisors, an estimated $29.1M sold.

Based on aggregated 13F filings for Q3 2018.