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State Street SPDR Bloomberg International Treasury Bond ETF

148 hedge funds and large institutions have $1.11B invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 67 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 151148 (-3)

5.07% less ownership

Funds ownership: 138.16%133.09% (-5.1%)

8% less capital invested

Capital invested by funds: $1.21B → $1.11B (-$99.1M)

10% less call options, than puts

Call options by funds: $2.06M | Put options by funds: $2.31M

37% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 67

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.13%
New
17
Increased
42
Reduced
67
Closed
18
Calls
$2.06M
Puts
$2.31M
Net Calls
-$242K
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$169M +$3.13M +108,837 +2%
LPL Financial
2
LPL Financial
California
$90.8M -$18.6M -646,652 -17%
AssetMark Inc
3
AssetMark Inc
California
$68.6M +$41.3M +1,436,962 +153%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$56.3M +$13.6M +474,597 +32%
UBS AM
5
UBS AM
Illinois
$55.5M
WCM
6
Windham Capital Management
Massachusetts
$51.2M +$30.6M +1,067,016 +151%
GF
7
Gerstein Fisher
New York
$50.8M -$1.42M -49,411 -3%
LG
8
Leuthold Group
Minnesota
$50M +$1.04M +36,178 +2%
UBS Group
9
UBS Group
Switzerland
$50M +$2.08M +72,330 +4%
Morgan Stanley
10
Morgan Stanley
New York
$40.7M -$12.1M -420,979 -23%
UCFA
11
United Capital Financial Advisors
Texas
$37.1M +$17.4M +607,526 +90%
FA
12
FDx Advisors
Illinois
$36.5M +$6.58M +229,180 +22%
Allianz Asset Management
13
Allianz Asset Management
Germany
$29M -$13.5M -470,600 -32%
WI
14
WBI Investments
New Jersey
$28M +$26.3M +917,165 +1,705%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$26.3M +$870K +30,291 +3%
CCA
16
Checchi Capital Advisers
California
$24.9M -$9.85M -343,139 -28%
PAM
17
Panagora Asset Management
Massachusetts
$20.5M -$6.68M -232,676 -25%
VFA
18
Voya Financial Advisors
Connecticut
$20.3M -$14M -487,517 -41%
MIS
19
Morningstar Investment Services
Illinois
$14.5M -$1.53M -53,163 -10%
Wells Fargo
20
Wells Fargo
California
$14M -$14.4M -503,108 -51%
QI
21
QS Investors
New York
$9.64M +$2.12M +73,714 +28%
FIM
22
Freedom Investment Management
Connecticut
$9.05M +$275K +9,584 +3%
CFB
23
Cullen/Frost Bankers
Texas
$8.35M +$355K +12,348 +4%
VKH
24
Virtu KCG Holdings
New York
$7.38M +$7.35M +255,888 New
MBT
25
Monroe Bank & Trust
Michigan
$7.35M -$1.61K -56 -0%

BWX Hedge Fund Activity: Q3 2016 in Review

148 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q3 2016, worth a combined $1.11B — down 8.2% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BWX and 17 opened new positions — a net loss of 1 holder — while 67 trimmed existing stakes and 42 added.

The largest buyer was AssetMark Inc, adding an estimated $41.3M. The largest seller was Goldman Sachs, cutting an estimated $28.3M.

  • 148 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q3 2016, down from 151 in Q2 2016.
  • Funds reported $1.11B of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q3 2016, down 8.2% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q3 2016 and 18 closed out, a net change of -1 holder.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q3 2016 was AssetMark Inc, an estimated $41.3M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q3 2016 was Goldman Sachs, an estimated $28.3M sold.

Based on aggregated 13F filings for Q3 2016.