We are live on ! Find out more
BWX icon

State Street SPDR Bloomberg International Treasury Bond ETF

151 hedge funds and large institutions have $1.05B invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

77,300% more call options, than puts

Call options by funds: $774K | Put options by funds: $1K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

2% more funds holding

Funds holding: 148151 (+3)

5% less capital invested

Capital invested by funds: $1.11B → $1.05B (-$56.9M)

27% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 62

61.23% less ownership

Funds ownership: 133.09%71.86% (-61%)

Holders
151
Holders Change
+3
Holders Change %
+2.03%
% of All Funds
3.77%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
26
Increased
45
Reduced
62
Closed
20
Calls
$774K
Puts
$1K
Net Calls
+$773K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$242M +$204M +7,589,066 +437%
Bank of America
2
Bank of America
North Carolina
$129M -$24.1M -894,976 -15%
PSUF
3
People's United Financial
Connecticut
$64.1M +$66.4M +2,466,538 +217,892%
Wells Fargo
4
Wells Fargo
California
$60.3M +$49.5M +1,836,320 +379%
UBS AM
5
UBS AM
Illinois
$46.3M +$48M +1,781,155 New
LG
6
Leuthold Group
Minnesota
$42.3M -$2.92M -108,462 -6%
VFA
7
Voya Financial Advisors
Connecticut
$39M +$21.7M +804,802 +115%
FA
8
FDx Advisors
Illinois
$38.2M +$5.55M +205,956 +16%
LPL Financial
9
LPL Financial
California
$37M -$46.9M -1,742,681 -55%
AssetMark Inc
10
AssetMark Inc
California
$36.4M -$26.3M -978,210 -41%
WCM
11
Windham Capital Management
Massachusetts
$34.7M -$11.8M -437,452 -25%
Morgan Stanley
12
Morgan Stanley
New York
$31.7M -$5.08M -188,542 -13%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$25.4M +$1.76M +65,344 +7%
CCA
14
Checchi Capital Advisers
California
$19.8M -$2.69M -99,985 -12%
PAM
15
Panagora Asset Management
Massachusetts
$19.1M +$692K +25,697 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$14.8M -$37.3M -1,383,849 -71%
PFA
17
Pure Financial Advisors
California
$12.3M +$6.99M +259,446 +121%
JFGLC
18
Johnson Financial Group LLC (Colorado)
Colorado
$8.75M +$9.07M +336,902 New
FIM
19
Freedom Investment Management
Connecticut
$8.33M +$191K +7,111 +2%
FWM
20
Frontier Wealth Management
Missouri
$7.83M +$4.55M +168,954 +127%
Allianz Asset Management
21
Allianz Asset Management
Germany
$7.42M -$19.2M -714,829 -71%
MBT
22
Monroe Bank & Trust
Michigan
$7.25M +$349K +12,951 +5%
QI
23
QS Investors
New York
$6.39M -$2.38M -88,298 -26%
IFA
24
Interactive Financial Advisors
Illinois
$5.67M +$104K +3,847 +2%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$5.14M -$54.1K -2,009 -1%

BWX Hedge Fund Activity: Q4 2016 in Review

151 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q4 2016, worth a combined $1.05B — down 5.1% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BWX positions and 20 closed out — a net gain of 6 holders — while 45 added to existing stakes and 62 trimmed.

The largest buyer was UBS Group, adding an estimated $204M. The largest seller was LPL Financial, cutting an estimated $46.9M.

  • 151 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q4 2016, up from 148 in Q3 2016.
  • Funds reported $1.05B of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q4 2016, down 5.1% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q4 2016 and 20 closed out, a net change of +6 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q4 2016 was UBS Group, an estimated $204M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q4 2016 was LPL Financial, an estimated $46.9M sold.

Based on aggregated 13F filings for Q4 2016.