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State Street SPDR Bloomberg International Corporate Bond ETF

86 hedge funds and large institutions have $156M invested in State Street SPDR Bloomberg International Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.16% less ownership

Funds ownership: 72.1%70.94% (-1.2%)

4% less funds holding

Funds holding: 9086 (-4)

7% less capital invested

Capital invested by funds: $168M → $156M (-$12.3M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
25
Reduced
31
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.79M -$1.23M -43,634 -42%
PMG
27
ProVise Management Group
Florida
$1.66M +$425K +15,029 +37%
SA
28
Strategic Advocates
Utah
$1.63M -$425K -15,035 -22%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.52M -$149K -5,289 -9%
Stifel Financial
30
Stifel Financial
Missouri
$1.43M +$574K +20,314 +74%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.42M +$117K +4,137 +10%
KAS
32
Kestra Advisory Services
Texas
$1.3M -$1.42M -50,310 -54%
Bank Julius Baer & Co
33
Bank Julius Baer & Co
Switzerland
$1.2M -$241K -8,512 -18%
LG
34
LAM Group
Oregon
$1.13M +$655K +23,185 +158%
AWM
35
AE Wealth Management
Kansas
$1.13M -$3.7M -131,036 -77%
CAN
36
Cetera Advisor Networks
California
$947K +$51.5K +1,824 +6%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$897K +$1.81K +64 +0.2%
Fisher Asset Management
38
Fisher Asset Management
Washington
$823K +$777K +27,489 New
CM
39
Columbus Macro
Pennsylvania
$689K +$141K +5,002 +28%
MOS
40
MGO One Seven
Ohio
$678K +$640K +22,654 New
OFG
41
Omega Financial Group
California
$660K -$20.7K -733 -3%
Citadel Advisors
42
Citadel Advisors
Florida
$538K -$68.9K -2,438 -12%
WWG
43
West Wealth Group
California
$514K -$97K -3,433 -17%
BPA
44
Beacon Pointe Advisors
California
$501K -$178K -6,300 -27%
OMC
45
Old Mission Capital
Illinois
$497K +$469K +16,589 New
IA
46
Insight Advisors
Pennsylvania
$488K -$5.88K -208 -1%
EFG
47
Ehrlich Financial Group
California
$482K +$455K +16,102 New
RJA
48
Raymond James & Associates
Florida
$480K +$81.8K +2,895 +22%
HighTower Advisors
49
HighTower Advisors
Illinois
$416K -$866K -30,658 -69%
BAM
50
BTS Asset Management
Massachusetts
$402K +$380K +13,436 New

IBND Hedge Fund Activity: Q4 2023 in Review

86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Corporate Bond ETF (IBND) for Q4 2023, worth a combined $156M — down 7.3% from $168M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of IBND and 17 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 25 added.

The largest buyer was Synergy Asset Management, adding an estimated $9.03M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $10.4M.

  • 86 institutional investors held State Street SPDR Bloomberg International Corporate Bond ETF (IBND) as of Q4 2023, down from 90 in Q3 2023.
  • Funds reported $156M of State Street SPDR Bloomberg International Corporate Bond ETF stock for Q4 2023, down 7.3% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Bloomberg International Corporate Bond ETF positions in Q4 2023 and 21 closed out, a net change of -4 holders.
  • The largest State Street SPDR Bloomberg International Corporate Bond ETF buyer in Q4 2023 was Synergy Asset Management, an estimated $9.03M added.
  • The largest State Street SPDR Bloomberg International Corporate Bond ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2023.