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State Street SPDR Bloomberg International Corporate Bond ETF

59 hedge funds and large institutions have $78.4M invested in State Street SPDR Bloomberg International Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

36% more capital invested

Capital invested by funds: $57.7M → $78.4M (+$20.7M)

23% more funds holding

Funds holding: 4859 (+11)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

1.92% less ownership

Funds ownership: 57.49%55.57% (-1.9%)

Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
15
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Checchi Capital Advisers
California
$11M +$1.81M +68,042 +21%
SAM
2
Synergy Asset Management
Washington
$9.85M +$9.43M +355,321 New
Bank of America
3
Bank of America
North Carolina
$5.26M +$3.88M +146,045 +334%
MAM
4
Milestone Asset Management
Pennsylvania
$5.17M +$4.78M +180,151 New
LG
5
Leuthold Group
Minnesota
$4.88M +$176K +6,649 +4%
State Street
6
State Street
Massachusetts
$3.93M -$147K -5,524 -4%
LPAM
7
Lodestar Private Asset Management
California
$3.37M +$3.23M +121,702 New
CAS
8
Coppell Advisory Solutions
Texas
$3.2M +$3.07M +115,543 New
CASC
9
Coppell Advisory Solutions Corp
Texas
$3.2M +$3.07M +115,543 New
RG
10
Rathbones Group
United Kingdom
$3.15M +$51.5K +1,940 +2%
NEWAS
11
N.E.W. Advisory Services
Wisconsin
$2.82M +$146K +5,494 +6%
ZCM
12
Ziegler Capital Management
Illinois
$2.26M
AIP
13
Ameritas Investment Partners
Nebraska
$2.12M +$104K +3,911 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.67M -$189K -7,117 -11%
Morgan Stanley
15
Morgan Stanley
New York
$1.5M -$308K -11,604 -18%
TWP
16
Tempus Wealth Planning
California
$1.3M -$470K -17,696 -27%
LPL Financial
17
LPL Financial
California
$1.12M +$36.7K +1,383 +4%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$1.05M -$50K -1,884 -5%
ACM
19
AlphaStar Capital Management
North Carolina
$961K +$920K +34,656 New
AWM
20
AE Wealth Management
Kansas
$935K -$192K -7,233 -18%
GC
21
Guggenheim Capital
Illinois
$916K +$251K +9,458 +40%
IWM
22
Iams Wealth Management
Nebraska
$905K +$867K +32,647 New
OFG
23
Omega Financial Group
California
$767K -$135K -5,071 -15%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$716K -$8.51M -320,713 -93%
DP
25
Denver PWM
Colorado
$715K +$684K +25,782 New

IBND Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Corporate Bond ETF (IBND) for Q4 2022, worth a combined $78.4M — up 36% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBND positions and 5 closed out — a net gain of 12 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $9.43M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $8.51M.

  • 59 institutional investors held State Street SPDR Bloomberg International Corporate Bond ETF (IBND) as of Q4 2022, up from 48 in Q3 2022.
  • Funds reported $78.4M of State Street SPDR Bloomberg International Corporate Bond ETF stock for Q4 2022, up 36% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Bloomberg International Corporate Bond ETF positions in Q4 2022 and 5 closed out, a net change of +12 holders.
  • The largest State Street SPDR Bloomberg International Corporate Bond ETF buyer in Q4 2022 was Synergy Asset Management, an estimated $9.43M added.
  • The largest State Street SPDR Bloomberg International Corporate Bond ETF seller in Q4 2022 was Cambridge Investment Research Advisors, an estimated $8.51M sold.

Based on aggregated 13F filings for Q4 2022.