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State Street SPDR Bloomberg International Treasury Bond ETF

151 hedge funds and large institutions have $955M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

51% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 39

25% more capital invested

Capital invested by funds: $766M → $955M (+$189M)

6% more funds holding

Funds holding: 142151 (+9)

5.63% less ownership

Funds ownership: 65.44%59.81% (-5.6%)

Holders
151
Holders Change
+9
Holders Change %
+6.34%
% of All Funds
3.76%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
29
Increased
59
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$86.2M +$25M +918,473 +42%
PSUF
2
People's United Financial
Connecticut
$66.7M -$1.51M -55,434 -2%
UBS Group
3
UBS Group
Switzerland
$65.5M -$88M -3,232,454 -58%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$57.7M +$41M +1,503,783 +257%
LG
5
Leuthold Group
Minnesota
$48.2M -$59.5K -2,184 -0.1%
Bank of America
6
Bank of America
North Carolina
$46.5M +$3.92M +143,976 +9%
LPL Financial
7
LPL Financial
California
$45.7M +$10.4M +381,524 +30%
UCFA
8
United Capital Financial Advisors
Texas
$41.1M +$40.5M +1,488,282 New
VFA
9
Voya Financial Advisors
Connecticut
$35M +$7.96M +292,451 +30%
Morgan Stanley
10
Morgan Stanley
New York
$33.3M +$4.03M +147,876 +14%
FIM
11
Freedom Investment Management
Connecticut
$29M +$2.47M +90,818 +9%
VKH
12
Virtu KCG Holdings
New York
$28.2M +$27.8M +1,021,442 New
FA
13
FDx Advisors
Illinois
$27.3M +$2.21M +81,134 +9%
SAS
14
Sage Advisory Services
Texas
$26.6M +$26.3M +965,217 New
PAM
15
Panagora Asset Management
Massachusetts
$23.9M +$4.02M +147,483 +21%
CCA
16
Checchi Capital Advisers
California
$21M -$761K -27,940 -4%
AssetMark Inc
17
AssetMark Inc
California
$17.6M -$2.27M -83,486 -12%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$17.6M +$3.3M +121,031 +24%
WCM
19
Windham Capital Management
Massachusetts
$17.5M -$1.07M -39,409 -6%
FI
20
FormulaFolio Investments
Michigan
$16.3M +$14.7M +539,997 +1,047%
PFA
21
Pure Financial Advisors
California
$14M +$459K +16,857 +3%
QI
22
QS Investors
New York
$9.48M +$1.81M +66,488 +24%
AIA
23
Allegis Investment Advisors
Idaho
$8.47M +$2.79M +102,298 +50%
MBT
24
Monroe Bank & Trust
Michigan
$7.69M -$108K -3,951 -1%
FWM
25
Frontier Wealth Management
Missouri
$6.69M +$1.39M +51,201 +27%

BWX Hedge Fund Activity: Q2 2017 in Review

151 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q2 2017, worth a combined $955M — up 25% from $766M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BWX positions and 17 closed out — a net gain of 12 holders — while 59 added to existing stakes and 39 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $41M. The largest seller was UBS Group, cutting an estimated $88M.

  • 151 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q2 2017, up from 142 in Q1 2017.
  • Funds reported $955M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q2 2017, up 25% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q2 2017 and 17 closed out, a net change of +12 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $41M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q2 2017 was UBS Group, an estimated $88M sold.

Based on aggregated 13F filings for Q2 2017.