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State Street SPDR Bloomberg International Treasury Bond ETF

193 hedge funds and large institutions have $978M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

8% more capital invested

Capital invested by funds: $904M → $978M (+$74.8M)

5% more funds holding

Funds holding: 183193 (+10)

1.28% more ownership

Funds ownership: 59.48%60.76% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 61

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
193
Holders Change
+10
Holders Change %
+5.46%
% of All Funds
4.42%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
38
Increased
61
Reduced
61
Closed
27
Calls
$484K
Puts
Net Calls
+$484K
Net Calls Change
+$748K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$94.9M -$7.04M -242,068 -7%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$77.9M +$76.7M +2,639,349 New
PSUF
3
People's United Financial
Connecticut
$67.2M -$1.64M -56,317 -2%
Bank of America
4
Bank of America
North Carolina
$60.8M +$4.6M +158,314 +8%
LPL Financial
5
LPL Financial
California
$59.5M +$7.87M +270,623 +16%
MFM
6
MD Financial Management
Ontario, Canada
$47.1M +$7.72M +265,349 +20%
Morgan Stanley
7
Morgan Stanley
New York
$31.8M +$83.6K +2,874 +0.3%
WCM
8
Windham Capital Management
Massachusetts
$31M +$13.5M +464,547 +79%
UBS Group
9
UBS Group
Switzerland
$28.8M -$456K -15,669 -2%
CCA
10
Checchi Capital Advisers
California
$27.7M +$2.18M +74,998 +9%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$24.3M +$23.9M +823,000 New
LG
12
Leuthold Group
Minnesota
$23.4M -$10.9M -375,238 -32%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$21.9M +$1.25M +42,983 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$21.7M -$29.3M -1,007,244 -57%
FIM
15
Freedom Investment Management
Connecticut
$16.2M -$13.7M -472,878 -46%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$15.4M +$6.84M +235,384 +82%
AssetMark Inc
17
AssetMark Inc
California
$15.3M +$2.26M +77,794 +18%
I
18
INVST
Indiana
$12.3M +$10.1M +346,218 +508%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8M -$6.79M -233,457 -37%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$11.8M +$9.01M +309,738 +341%
CWSR
21
Chessman Wealth Strategies RIA
Texas
$11.2M +$137K +4,717 +1%
TCM
22
Tradewinds Capital Management
Washington
$9.53M +$9.39M +322,956 New
CAN
23
Cetera Advisor Networks
California
$8.93M +$231K +7,929 +3%
BTS
24
BB&T Securities
Virginia
$8.69M +$1.6M +55,121 +23%
MBT
25
Monroe Bank & Trust
Michigan
$8.34M -$55.3K -1,902 -0.7%

BWX Hedge Fund Activity: Q1 2018 in Review

193 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2018, worth a combined $978M — up 8.3% from $904M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BWX positions and 27 closed out — a net gain of 11 holders — while 61 added to existing stakes and 61 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $76.7M. The largest seller was Envestnet Asset Management, cutting an estimated $29.3M.

  • 193 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2018, up from 183 in Q4 2017.
  • Funds reported $978M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2018, up 8.3% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2018 and 27 closed out, a net change of +11 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2018 was Mirae Asset Global Investments, an estimated $76.7M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2018.