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State Street SPDR Bloomberg International Treasury Bond ETF

149 hedge funds and large institutions have $508M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

2% more funds holding

Funds holding: 146149 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.3% less ownership

Funds ownership: 56.29%54.99% (-1.3%)

13% less capital invested

Capital invested by funds: $581M → $508M (-$73.1M)

40% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 62

Holders
149
Holders Change
+3
Holders Change %
+2.05%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
37
Reduced
62
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$70M -$11.2M -393,029 -13%
Bank of America
2
Bank of America
North Carolina
$64.5M -$18.9M -663,044 -22%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.9M -$5M -175,835 -9%
Morgan Stanley
4
Morgan Stanley
New York
$48.3M +$29.6M +1,040,583 +149%
PSUF
5
People's United Financial
Connecticut
$43.9M -$39.2M -1,378,777 -47%
CCA
6
Checchi Capital Advisers
California
$38.9M +$2.51M +88,292 +7%
MFM
7
MD Financial Management
Ontario, Canada
$31.1M +$22.7M +799,187 +250%
FI
8
FormulaFolio Investments
Michigan
$12.1M +$11.6M +406,539 +1,393%
Jane Street
9
Jane Street
New York
$9.12M +$9.33M +327,919 New
LG
10
Leuthold Group
Minnesota
$7.77M -$753K -26,484 -9%
MD
11
Money Design
Japan
$7.44M +$1.89M +66,473 +33%
State Street
12
State Street
Massachusetts
$7.15M -$28.9K -1,017 -0.4%
AssetMark Inc
13
AssetMark Inc
California
$6.86M -$1.88M -66,147 -21%
FMC
14
First Merchants Corp
Indiana
$6.72M +$87.6K +3,078 +1%
LPL Financial
15
LPL Financial
California
$6.28M -$17.7M -621,823 -73%
PFM
16
Peak Financial Management
Massachusetts
$5.36M +$26.5K +930 +0.5%
PFA
17
Pure Financial Advisors
California
$4.86M -$1.53M -53,868 -24%
I
18
INVST
Indiana
$4.81M +$3.5M +123,125 +239%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$4.81M
FCIM
20
Fairview Capital Investment Management
California
$4.41M -$1.29M -45,175 -22%
Creative Planning
21
Creative Planning
Kansas
$4.33M -$593K -20,850 -12%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$4.25M +$4.35M +152,837 New
UBS Group
23
UBS Group
Switzerland
$3.49M -$683K -24,005 -16%
ECM
24
ETrade Capital Management
Virginia
$3.09M -$10.9K -384 -0.3%
Charles Schwab
25
Charles Schwab
California
$2.73M -$277K -9,721 -9%

BWX Hedge Fund Activity: Q1 2020 in Review

149 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2020, worth a combined $508M — down 13% from $581M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BWX positions and 22 closed out — a net gain of 6 holders — while 37 added to existing stakes and 62 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.6M. The largest seller was People's United Financial, cutting an estimated $39.2M.

  • 149 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2020, up from 146 in Q4 2019.
  • Funds reported $508M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2020, down 13% quarter-over-quarter.
  • 28 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2020 and 22 closed out, a net change of +6 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2020 was Morgan Stanley, an estimated $29.6M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2020 was People's United Financial, an estimated $39.2M sold.

Based on aggregated 13F filings for Q1 2020.