State Street SPDR Bloomberg International Treasury Bond ETF
141 hedge funds and large institutions have $637M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 57 reducing their positions, and 22 closing their positions.
4.82% less ownership
Funds ownership: 61.75% → 56.93% (-4.8%)
6% less capital invested
Capital invested by funds: $678M → $637M (-$41.1M)
7% less funds holding
Funds holding: 151 → 141 (-10)
23% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 57
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
41% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$14M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$13.3M |
| 3 |
FMC
First Merchants Corp
Muncie,
Indiana
|
+$7.24M |
| 4 |
I
INVST
Indianapolis,
Indiana
|
+$7M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$32.8M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$21.9M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$3.12M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$2.82M |
| 5 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$2.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFC
151
Regions Financial Corp
Birmingham,
Alabama
| – | -$219K | -7,583 | Closed |
|
|
UCFA
152
United Capital Financial Advisors
Irving,
Texas
| – | -$211K | -7,289 | Closed |
|
153
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$204K | -7,108 | Closed |
|
|
TWA
154
TCI Wealth Advisors
Tucson,
Arizona
| – | -$170K | -5,892 | Closed |
|
|
TFA
155
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$75K | -2,560 | Closed |
|
156
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$50K | -1,725 | Closed |
|
|
ESB
157
Essex Savings Bank
Essex,
Connecticut
| – | -$48K | -1,650 | Closed |
|
|
SFG
158
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | -$5K | -156 | Closed |
|
|
CA
159
Crewe Advisors
Salt Lake City,
Utah
| – | -$3K | -112 | Closed |
|
BWX Hedge Fund Activity: Q3 2019 in Review
141 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q3 2019, worth a combined $637M — down 6.1% from $678M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of BWX and 13 opened new positions — a net loss of 9 holders — while 57 trimmed existing stakes and 44 added.
The largest buyer was Jane Street, opening a new position worth an estimated $14M. The largest seller was MD Financial Management, cutting an estimated $32.8M.
- 141 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q3 2019, down from 151 in Q2 2019.
- Funds reported $637M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q3 2019, down 6.1% quarter-over-quarter.
- 13 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q3 2019 and 22 closed out, a net change of -9 holders.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q3 2019 was Jane Street, an estimated $14M added.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q3 2019 was MD Financial Management, an estimated $32.8M sold.
Based on aggregated 13F filings for Q3 2019.