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State Street SPDR Bloomberg International Treasury Bond ETF

158 hedge funds and large institutions have $646M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more ownership

Funds ownership: 54.83%57.83% (+3%)

3% more capital invested

Capital invested by funds: $625M → $646M (+$21M)

4% less funds holding

Funds holding: 165158 (-7)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

22% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 60

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $335K

Holders
158
Holders Change
-7
Holders Change %
-4.24%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
26
Increased
47
Reduced
60
Closed
29
Calls
Puts
$335K
Net Calls
-$335K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
126
Capital Investment Advisory Services
North Carolina
$36K
ESB
127
Essex Savings Bank
Connecticut
$26K +$13.9K +500 +112%
RIA
128
Realta Investment Advisors
Delaware
$24K +$22.9K +826 New
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$23.4K
TAIM
130
TD Ameritrade Investment Management
Nebraska
$23K -$944 -34 -4%
PB
131
Pinnacle Bancorp
Nebraska
$17K
MA
132
MUFG Americas
New York
$16K
BFEC
133
Benjamin F. Edwards & Company
Missouri
$12K -$22.1K -797 -65%
CA
134
Cetera Advisors
Colorado
$12K +$11.6K +416 New
FRA
135
Front Row Advisors
California
$11K
RFM
136
Royal Fund Management
Florida
$10K +$10.2K +368 New
EWM
137
Elmwood Wealth Management
California
$7K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$6K -$30.4K -1,093 -85%
TCM
139
Tradewinds Capital Management
Washington
$6K
AA
140
Advisory Alpha
Michigan
$5.88K +$5.89K +212 New
AP
141
Atwood & Palmer
Missouri
$5K +$5.39K +194 New
ZB
142
Zions Bancorporation
Utah
$5K +$5.39K +194 New
SFG
143
SevenBridge Financial Group
Pennsylvania
$4K
NR
144
Newfound Research
Massachusetts
$4K +$139 +5 +1%
NFG
145
Next Financial Group
Texas
$3K -$308K -11,078 -99%
NFH
146
NEXT Financial Holdings
Texas
$3K +$2.89K +104 New
QCIG
147
Quad-Cities Investment Group
Iowa
$2K
AIP
148
Ameritas Investment Partners
Nebraska
$2K +$194 +7 +8%
FGAM
149
Financial Gravity Asset Management
Texas
$2K +$1.89K +68 New
FANJ
150
Financial Architects (New Jersey)
New Jersey
$2K +$2.36K +85 New

BWX Hedge Fund Activity: Q1 2019 in Review

158 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2019, worth a combined $646M — up 3.4% from $625M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of BWX and 26 opened new positions — a net loss of 3 holders — while 60 trimmed existing stakes and 47 added.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $37.6M. The largest seller was Johnson Financial Group LLC (Colorado), cutting an estimated $14.9M.

  • 158 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2019, down from 165 in Q4 2018.
  • Funds reported $646M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2019, up 3.4% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2019 and 29 closed out, a net change of -3 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $37.6M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2019 was Johnson Financial Group LLC (Colorado), an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2019.