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State Street SPDR Bloomberg International Corporate Bond ETF

48 hedge funds and large institutions have $78.9M invested in State Street SPDR Bloomberg International Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $63.5M → $78.9M (+$15.3M)

1.38% more ownership

Funds ownership: 48.97%50.35% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 5148 (-3)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
15
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Bluefin Capital Management
New York
$502K +$498K +16,040 New
SFS
27
Strategic Financial Services
New York
$473K +$64.7K +2,085 +16%
CA
28
Cambridge Advisors
Nebraska
$326K
BHWM
29
Bar Harbor Wealth Management
New Hampshire
$259K -$45.1K -1,452 -15%
RG
30
Rathbones Group
United Kingdom
$257K +$50.9K +1,640 +25%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$245K -$290K -9,353 -54%
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$245K +$243K +7,833 New
RIG
33
Roosevelt Investment Group
New York
$222K +$220K +7,086 New
CFA
34
Carroll Financial Associates
North Carolina
$162K +$88.1K +2,837 +120%
SWA
35
Sutton Wealth Advisors
Florida
$162K -$160K -5,167 -50%
JP Morgan Chase
36
JP Morgan Chase
New York
$147K -$55.2K -1,777 -27%
WAM
37
Wealthspire Advisors (Maryland)
Maryland
$139K -$3.66K -118 -3%
AIP
38
Almanack Investment Partners
Pennsylvania
$125K +$124K +4,009 New
KF
39
Krilogy Financial
Missouri
$43K
IA
40
IFP Advisors
Florida
$37K +$9.9K +319 +37%
VNA
41
Valley National Advisers
Pennsylvania
$32K -$1.27K -41 -4%
NFG
42
Next Financial Group
Texas
$12K
EA
43
Edge Advisors
Georgia
$9K
AWM
44
Avior Wealth Management
Nebraska
$7K
US Bancorp
45
US Bancorp
Minnesota
$5K
GWM
46
Geneos Wealth Management
Colorado
$4K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$2K -$129K -4,149 -99%
Ameriprise
48
Ameriprise
Minnesota
-$537K -17,397 Closed
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
-$370K -11,984 Closed
BBA
50
BLB&B Advisors
Pennsylvania
-$271K -8,782 Closed

IBND Hedge Fund Activity: Q1 2017 in Review

48 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Corporate Bond ETF (IBND) for Q1 2017, worth a combined $78.9M — up 24% from $63.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IBND and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 15 added.

The largest buyer was WBI Investments, adding an estimated $23.1M. The largest seller was Bank of America, cutting an estimated $8.25M.

  • 48 institutional investors held State Street SPDR Bloomberg International Corporate Bond ETF (IBND) as of Q1 2017, down from 51 in Q4 2016.
  • Funds reported $78.9M of State Street SPDR Bloomberg International Corporate Bond ETF stock for Q1 2017, up 24% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Bloomberg International Corporate Bond ETF positions in Q1 2017 and 10 closed out, a net change of -2 holders.
  • The largest State Street SPDR Bloomberg International Corporate Bond ETF buyer in Q1 2017 was WBI Investments, an estimated $23.1M added.
  • The largest State Street SPDR Bloomberg International Corporate Bond ETF seller in Q1 2017 was Bank of America, an estimated $8.25M sold.

Based on aggregated 13F filings for Q1 2017.