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State Street SPDR Bloomberg International Corporate Bond ETF

70 hedge funds and large institutions have $94.7M invested in State Street SPDR Bloomberg International Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1% more funds holding

Funds holding: 6970 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.93% less ownership

Funds ownership: 60.56%56.63% (-3.9%)

11% less capital invested

Capital invested by funds: $106M → $94.7M (-$11.3M)

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
26
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RRC
1
Relaxing Retirement Coach
Massachusetts
$15.5M +$680K +20,339 +5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$13.3M +$521K +15,592 +4%
CCA
3
Checchi Capital Advisers
California
$8.53M +$284K +8,513 +4%
APW
4
Acima Private Wealth
Virginia
$7.11M +$441K +13,195 +7%
Bank of America
5
Bank of America
North Carolina
$6.68M +$1.54M +46,019 +31%
Morgan Stanley
6
Morgan Stanley
New York
$5.02M -$373K -11,169 -7%
UBS Group
7
UBS Group
Switzerland
$4.96M +$69.1K +2,067 +1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.63M +$626K +18,746 +16%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.76M +$191K +5,723 +5%
KL
10
KWMG LLC
Kansas
$3.74M +$43.4K +1,300 +1%
State Street
11
State Street
Massachusetts
$3.35M +$32.8K +983 +1%
OFG
12
Omega Financial Group
California
$3.22M +$38.8K +1,161 +1%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.78M +$1.41M +42,292 +107%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.2M -$9.76K -292 -0.8%
Wells Fargo
15
Wells Fargo
California
$1.13M -$32.3K -966 -3%
5L
16
55I LLC
Massachusetts
$559K +$41.5K +1,241 +8%
CMO
17
Covenant Multifamily Offices
Texas
$551K +$539K +16,118 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$496K -$87.1K -2,606 -15%
Jane Street
19
Jane Street
New York
$494K -$9.81M -293,741 -95%
GC
20
Guggenheim Capital
Illinois
$481K +$204K +6,112 +77%
LFG
21
LifePlan Financial Group
Ohio
$366K -$42.4K -1,270 -11%
CA
22
Cambridge Advisors
Nebraska
$356K
SWP
23
Stratos Wealth Partners
Ohio
$352K +$11.9K +357 +4%
OWM
24
Opes Wealth Management
California
$348K +$8.45K +253 +3%
RG
25
Rathbones Group
United Kingdom
$348K +$340K +10,190 New

IBND Hedge Fund Activity: Q2 2019 in Review

70 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Corporate Bond ETF (IBND) for Q2 2019, worth a combined $94.7M — down 11% from $106M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBND positions and 9 closed out — a net gain of 2 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $1.54M. The largest seller was Jane Street, cutting an estimated $9.81M.

  • 70 institutional investors held State Street SPDR Bloomberg International Corporate Bond ETF (IBND) as of Q2 2019, up from 69 in Q1 2019.
  • Funds reported $94.7M of State Street SPDR Bloomberg International Corporate Bond ETF stock for Q2 2019, down 11% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Bloomberg International Corporate Bond ETF positions in Q2 2019 and 9 closed out, a net change of +2 holders.
  • The largest State Street SPDR Bloomberg International Corporate Bond ETF buyer in Q2 2019 was Bank of America, an estimated $1.54M added.
  • The largest State Street SPDR Bloomberg International Corporate Bond ETF seller in Q2 2019 was Jane Street, an estimated $9.81M sold.

Based on aggregated 13F filings for Q2 2019.