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State Street SPDR Bloomberg International Treasury Bond ETF

146 hedge funds and large institutions have $514M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

32% more capital invested

Capital invested by funds: $388M → $514M (+$126M)

12% more funds holding

Funds holding: 130146 (+16)

5.35% more ownership

Funds ownership: 51.2%56.56% (+5.4%)

Holders
146
Holders Change
+16
Holders Change %
+12.31%
% of All Funds
2.95%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.1%
New
29
Increased
53
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$70.3M +$66M +2,219,848 +1,500%
Bank of America
2
Bank of America
North Carolina
$57.9M -$14.9M -502,062 -20%
MFM
3
MD Financial Management
Ontario, Canada
$42.5M +$811K +27,290 +2%
PSUF
4
People's United Financial
Connecticut
$39.3M -$1.76M -59,162 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$29.3M +$3.17M +106,659 +12%
CCA
6
Checchi Capital Advisers
California
$25.6M +$1.41M +47,600 +6%
Morgan Stanley
7
Morgan Stanley
New York
$21.4M -$1.45M -48,873 -6%
Wells Fargo
8
Wells Fargo
California
$16M +$2.64M +88,686 +20%
FIM
9
Freedom Investment Management
Connecticut
$10.7M +$10.7M +360,248 New
APW
10
Aurora Private Wealth
New Jersey
$10.6M +$10.6M +357,803 New
FI
11
FormulaFolio Investments
Michigan
$10.1M -$3.02M -101,427 -23%
MD
12
Money Design
Japan
$10M +$1.32M +44,421 +15%
LPL Financial
13
LPL Financial
California
$8.74M +$4.02M +135,130 +85%
AssetMark Inc
14
AssetMark Inc
California
$8.66M +$3.61M +121,550 +71%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.66M +$8.68M +291,926 New
LG
16
Leuthold Group
Minnesota
$8.25M +$449K +15,103 +6%
PWAG
17
Polaris Wealth Advisory Group
California
$7.33M +$2.03M +68,214 +38%
FMC
18
First Merchants Corp
Indiana
$7.23M -$48.5K -1,633 -0.7%
UBS Group
19
UBS Group
Switzerland
$5.83M +$151K +5,083 +3%
PFM
20
Peak Financial Management
Massachusetts
$5.71M +$162K +5,462 +3%
Creative Planning
21
Creative Planning
Kansas
$5.71M -$4.56M -153,539 -44%
State Street
22
State Street
Massachusetts
$5.52M -$1.71M -57,390 -24%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$5.13M
PFA
24
Pure Financial Advisors
California
$4.95M -$64.1K -2,158 -1%
Jane Street
25
Jane Street
New York
$4.95M +$4.95M +166,662 New

BWX Hedge Fund Activity: Q3 2020 in Review

146 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q3 2020, worth a combined $514M — up 32% from $388M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BWX positions and 10 closed out — a net gain of 19 holders — while 53 added to existing stakes and 36 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, adding an estimated $66M. The largest seller was Bank of America, cutting an estimated $14.9M.

  • 146 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q3 2020, up from 130 in Q2 2020.
  • Funds reported $514M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q3 2020, up 32% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q3 2020 and 10 closed out, a net change of +19 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q3 2020 was Perella Weinberg Partners Capital Management, an estimated $66M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q3 2020 was Bank of America, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2020.