State Street SPDR Bloomberg International Treasury Bond ETF
142 hedge funds and large institutions have $897M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 20 closing their positions.
9% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 54
2% less funds holding
Funds holding: 145 → 142 (-3)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
10.88% less ownership
Funds ownership: 126.61% → 115.73% (-11%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
21% less capital invested
Capital invested by funds: $1.14B → $897M (-$239M)
58% less call options, than puts
Call options by funds: $395K | Put options by funds: $942K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$23.1M |
| 2 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
+$5.73M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$5.02M |
| 4 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
+$4.77M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$97.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$55.6M |
| 3 |
AssetMark Inc
Concord,
California
|
-$51.5M |
| 4 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$22.2M |
| 5 |
Morgan Stanley
New York
|
-$16.7M |
BWX Hedge Fund Activity: Q2 2015 in Review
142 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q2 2015, worth a combined $897M — down 21% from $1.14B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of BWX and 18 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 49 added.
The largest buyer was LPL Financial, adding an estimated $23.1M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $97.6M.
- 142 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q2 2015, down from 145 in Q1 2015.
- Funds reported $897M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q2 2015, down 21% quarter-over-quarter.
- 18 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q2 2015 and 20 closed out, a net change of -2 holders.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q2 2015 was LPL Financial, an estimated $23.1M added.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q2 2015 was TD Ameritrade Investment Management, an estimated $97.6M sold.
Based on aggregated 13F filings for Q2 2015.