State Street SPDR Bloomberg International Treasury Bond ETF
136 hedge funds and large institutions have $1.44B invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 13 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 51
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
1% less funds holding
Funds holding: 138 → 136 (-2)
13% less capital invested
Capital invested by funds: $1.65B → $1.44B (-$208M)
13.5% less ownership
Funds ownership: 132.58% → 119.08% (-13%)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$24.2M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$16.8M |
| 3 |
GF
Gerstein Fisher
New York
|
+$8.79M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$7.25M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$102M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$66M |
| 3 |
CPS
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
-$21.1M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$21.1M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$7.27M |
BWX Hedge Fund Activity: Q3 2014 in Review
136 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q3 2014, worth a combined $1.44B — down 13% from $1.65B a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BWX and 12 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 61 added.
The largest buyer was LPL Financial, adding an estimated $24.2M. The largest seller was UBS, cutting an estimated $102M.
- 136 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q3 2014, down from 138 in Q2 2014.
- Funds reported $1.44B of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q3 2014, down 13% quarter-over-quarter.
- 12 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q3 2014 and 13 closed out, a net change of -1 holder.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q3 2014 was LPL Financial, an estimated $24.2M added.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q3 2014 was UBS, an estimated $102M sold.
Based on aggregated 13F filings for Q3 2014.