State Street SPDR Bloomberg International Treasury Bond ETF
149 hedge funds and large institutions have $537M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 28 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 47
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.93% less ownership
Funds ownership: 56% → 54.06% (-1.9%)
5% less capital invested
Capital invested by funds: $567M → $537M (-$29.4M)
6% less funds holding
Funds holding: 159 → 149 (-10)
25% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$62M |
| 2 |
Jane Street
New York
|
+$25.1M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$9.02M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.38M |
| 5 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$36.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.2M |
| 3 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$14.4M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$9.65M |
| 5 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$8.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Fidelity Investments
Boston,
Massachusetts
| – | -$243 | -8 | -80% |
|
BWX Hedge Fund Activity: Q1 2021 in Review
149 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2021, worth a combined $537M — down 5.2% from $567M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of BWX and 21 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 52 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $62M. The largest seller was State Street, cutting an estimated $36.6M.
- 149 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2021, down from 159 in Q4 2020.
- Funds reported $537M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2021, down 5.2% quarter-over-quarter.
- 21 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2021 and 28 closed out, a net change of -7 holders.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2021 was Charles Schwab, an estimated $62M added.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2021 was State Street, an estimated $36.6M sold.
Based on aggregated 13F filings for Q1 2021.