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State Street SPDR Bloomberg International Treasury Bond ETF
BWX

153 hedge funds and large institutions have $529M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

29% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 42

9% more funds holding

Funds holding: 141 → 153 (+12)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.68% less ownership

Funds ownership: 58.65% → 56.97% (-1.7%)

8% less capital invested

Capital invested by funds: $575M → $529M (-$46M)

Holders
153
Holders Change
+12
Holders Change %
+8.51%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
54
Reduced
42
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
+$19.4M
2
BCM
Brookstone Capital Management
Illinois
+$12M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.1M
4
Charles Schwab
Charles Schwab
California
+$3.8M
5
Bank of America
Bank of America
North Carolina
+$1.39M

Top Sellers

1
Jane Street
Jane Street
New York
-$50.5M
2
IA
IndexIQ Advisors
New York
-$22.6M
3
CCA
Checchi Capital Advisers
California
-$6.61M
4
Barclays
Barclays
United Kingdom
-$2.16M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
26
Fairview Capital Investment Management
California
$3.67M -$208K -7,325 -5%
Osaic Holdings
27
Osaic Holdings
Arizona
$3.32M +$757K +26,615 +29%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.85M +$1.14M +40,078 +66%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$2.37M +$792K +27,855 +50%
JW
30
Jenkins Wealth
Colorado
$2.27M +$2.38M +83,588 New
MCC
31
Money Concepts Capital
Florida
$2.2M +$2.21M +77,788 New
State Street
32
State Street
Massachusetts
$2.16M +$1.12M +39,208 +105%
OWM
33
Opes Wealth Management
California
$1.86M -$441K -15,523 -19%
Stifel Financial
34
Stifel Financial
Missouri
$1.7M +$41.3K +1,453 +2%
IA
35
IndexIQ Advisors
New York
$1.65M -$22.6M -794,158 -93%
CWM
36
Congress Wealth Management
Massachusetts
$1.38M +$1.39M +48,924 New
RCAG
37
Rehmann Capital Advisory Group
Michigan
$1.34M +$407K +14,319 +43%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$1.07M +$801K +28,165 +293%
JFGLC
39
Johnson Financial Group LLC (Colorado)
Colorado
$1.06M +$680K +23,929 +178%
ANTB
40
AMG National Trust Bank
Colorado
$1.03M -$21.3K -750 -2%
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$993K +$43.5K +1,529 +5%
BIP
42
Blueprint Investment Partners
North Carolina
$983K +$17.5K +617 +2%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$962K -$2.08K -73 -0.2%
SCA
44
Snowden Capital Advisors
New York
$957K -$53.1K -1,866 -5%
AWM
45
AE Wealth Management
Kansas
$922K +$347K +12,187 +60%
QC
46
Quent Capital
New York
$882K +$887K +31,188 New
BFG
47
Berger Financial Group
Minnesota
$859K +$14.4K +508 +2%
PAS
48
Park Avenue Securities
New York
$852K +$857K +30,139 New
LWAM
49
Legacy Wealth Asset Management
Minnesota
$842K +$166K +5,826 +24%
Citigroup
50
Citigroup
New York
$840K +$11.9K +420 +1%
1
2
3 4 5

BWX Hedge Fund Activity: Q4 2021 in Review

153 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q4 2021, worth a combined $529M — down 8% from $575M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BWX positions and 20 closed out — a net gain of 13 holders — while 54 added to existing stakes and 42 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, adding an estimated $19.4M. The largest seller was Jane Street, exiting entirely with an estimated $50.5M sold.

  • 153 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q4 2021, up from 141 in Q3 2021.
  • Funds reported $529M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q4 2021, down 8% quarter-over-quarter.
  • 33 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q4 2021 and 20 closed out, a net change of +13 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q4 2021 was Perella Weinberg Partners Capital Management, an estimated $19.4M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q4 2021 was Jane Street, an estimated $50.5M sold.

Based on aggregated 13F filings for Q4 2021.