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State Street SPDR Bloomberg International Treasury Bond ETF

183 hedge funds and large institutions have $904M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

16% more funds holding

Funds holding: 158183 (+25)

2.54% more ownership

Funds ownership: 56.95%59.48% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 61

0% less capital invested

Capital invested by funds: $907M → $904M (-$3.4M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $264K

Holders
183
Holders Change
+25
Holders Change %
+15.82%
% of All Funds
4.15%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
41
Increased
61
Reduced
61
Closed
15
Calls
Puts
$264K
Net Calls
-$264K
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$98.3M +$2.52M +89,691 +3%
PSUF
2
People's United Financial
Connecticut
$66.3M -$1.06M -37,837 -2%
Bank of America
3
Bank of America
North Carolina
$54.1M +$8.45M +300,503 +19%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.3M +$2.37M +84,428 +5%
LPL Financial
5
LPL Financial
California
$49.6M +$4.8M +170,763 +11%
MFM
6
MD Financial Management
Ontario, Canada
$37.9M +$37.4M +1,331,611 New
LG
7
Leuthold Group
Minnesota
$33.2M -$13.9M -494,376 -30%
UCFA
8
United Capital Financial Advisors
Texas
$32.6M +$1.49M +53,012 +5%
Morgan Stanley
9
Morgan Stanley
New York
$30.5M -$4.62M -164,191 -13%
FIM
10
Freedom Investment Management
Connecticut
$29.1M +$16.5M +586,257 +134%
UBS Group
11
UBS Group
Switzerland
$28.2M -$3.84M -136,405 -12%
CCA
12
Checchi Capital Advisers
California
$24.5M +$1.35M +47,913 +6%
PAM
13
Panagora Asset Management
Massachusetts
$22.1M -$1.57M -55,991 -7%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$19.9M +$679K +24,152 +4%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18M +$17.8M +632,319 +26,748%
WCM
16
Windham Capital Management
Massachusetts
$16.7M -$189K -6,711 -1%
AssetMark Inc
17
AssetMark Inc
California
$12.5M +$894K +31,786 +8%
CWSR
18
Chessman Wealth Strategies RIA
Texas
$10.7M +$10.6M +375,389 New
VF
19
Virtu Financial
New York
$9.79M -$6.78M -241,139 -41%
Goldman Sachs
20
Goldman Sachs
New York
$9.4M -$6.4M -227,751 -41%
ACM
21
Avalon Capital Management
California
$8.57M +$8.48M +301,625 New
CAN
22
Cetera Advisor Networks
California
$8.39M +$971K +34,540 +13%
QI
23
QS Investors
New York
$8.27M -$1.29M -45,842 -14%
FWM
24
Frontier Wealth Management
Missouri
$8.14M +$4.61M +163,779 +134%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8.13M -$119K -4,223 -1%

BWX Hedge Fund Activity: Q4 2017 in Review

183 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q4 2017, worth a combined $904M — down 0.38% from $907M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BWX positions and 15 closed out — a net gain of 26 holders — while 61 added to existing stakes and 61 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $17.8M. The largest seller was Voya Financial Advisors, cutting an estimated $27.5M.

  • 183 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q4 2017, up from 158 in Q3 2017.
  • Funds reported $904M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q4 2017, down 0.38% quarter-over-quarter.
  • 41 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q4 2017 and 15 closed out, a net change of +26 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $17.8M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q4 2017 was Voya Financial Advisors, an estimated $27.5M sold.

Based on aggregated 13F filings for Q4 2017.