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State Street SPDR Bloomberg International Corporate Bond ETF

74 hedge funds and large institutions have $129M invested in State Street SPDR Bloomberg International Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 7474 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

6.33% less ownership

Funds ownership: 62.2%55.87% (-6.3%)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

40% less capital invested

Capital invested by funds: $213M → $129M (-$84.1M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
14
Increased
22
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RRC
1
Relaxing Retirement Coach
Massachusetts
$14.5M +$2.63M +75,942 +21%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$13.8M +$1.24M +35,886 +10%
Bank of America
3
Bank of America
North Carolina
$9M -$11.1M -320,122 -55%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.09M +$8.29M +239,231 New
State Street
5
State Street
Massachusetts
$8.07M -$36.7M -1,059,785 -82%
Jane Street
6
Jane Street
New York
$6.95M +$7.12M +205,630 New
CCA
7
Checchi Capital Advisers
California
$6.33M +$505K +14,588 +8%
UBS Group
8
UBS Group
Switzerland
$5.71M -$3.54M -102,301 -38%
HGWM
9
Harvest Group Wealth Management
Massachusetts
$5.49M +$67.8K +1,959 +1%
Wells Fargo
10
Wells Fargo
California
$4.76M -$7.62M -219,897 -61%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.43M +$441K +12,728 +11%
Morgan Stanley
12
Morgan Stanley
New York
$4.23M -$14M -404,290 -76%
RFM
13
Royal Fund Management
Florida
$4.19M +$4.06M +117,196 +1,722%
KL
14
KWMG LLC
Kansas
$3.21M +$108K +3,127 +3%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.16M +$25.9K +749 +0.8%
RWP
16
RWA Wealth Partners
Massachusetts
$3.05M -$8.78M -253,470 -74%
WCM
17
Windsor Capital Management
Arizona
$2.82M +$200K +5,788 +7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.6M +$484K +13,968 +22%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$2.59M -$1.97M -56,822 -43%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.51M
LG
21
Leuthold Group
Minnesota
$1.24M -$48.8K -1,409 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.22M -$772K -22,280 -38%
AII
23
AGF Investments Inc
Ontario, Canada
$1M -$52K -1,501 -5%
JP Morgan Chase
24
JP Morgan Chase
New York
$999K +$819K +23,658 +403%
VF
25
Virtu Financial
New York
$860K +$267K +7,702 +43%

IBND Hedge Fund Activity: Q2 2018 in Review

74 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Corporate Bond ETF (IBND) for Q2 2018, worth a combined $129M — down 40% from $213M a quarter earlier.

Fund positioning in IBND was balanced in Q2 2018: 14 funds opened new positions, 14 closed out, 22 added to existing stakes and 27 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $8.29M. The largest seller was State Street, cutting an estimated $36.7M.

  • 74 institutional investors held State Street SPDR Bloomberg International Corporate Bond ETF (IBND) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $129M of State Street SPDR Bloomberg International Corporate Bond ETF stock for Q2 2018, down 40% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Bloomberg International Corporate Bond ETF positions in Q2 2018 and 14 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg International Corporate Bond ETF buyer in Q2 2018 was Raymond James Financial Services Advisors, an estimated $8.29M added.
  • The largest State Street SPDR Bloomberg International Corporate Bond ETF seller in Q2 2018 was State Street, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2018.