We are live on ! Find out more
BWX icon

State Street SPDR Bloomberg International Treasury Bond ETF

140 hedge funds and large institutions have $699M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

42% more capital invested

Capital invested by funds: $493M → $699M (+$206M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

7% more funds holding

Funds holding: 131140 (+9)

0.95% more ownership

Funds ownership: 61.64%62.59% (+0.95%)

Holders
140
Holders Change
+9
Holders Change %
+6.87%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
35
Increased
46
Reduced
40
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$3.27M +$1.5M +69,122 +90%
SPWM
27
Spartan Planning & Wealth Management
North Carolina
$3.19M +$3.09M +142,349 New
BFG
28
Baron Financial Group
New Jersey
$2.84M -$385K -17,740 -12%
CAN
29
Cetera Advisor Networks
California
$2.75M +$2.41M +111,139 +973%
Comerica Bank
30
Comerica Bank
Texas
$2.74M +$2.11M +96,916 +469%
AWM
31
AE Wealth Management
Kansas
$2.62M +$1.99M +91,783 +364%
Franklin Resources
32
Franklin Resources
California
$2.48M +$1.55M +71,256 +180%
AWS
33
Atria Wealth Solutions
New York
$2.2M +$824K +37,940 +63%
ULWM
34
Upper Left Wealth Management
Florida
$2.03M +$1.77M +81,398 +900%
JW
35
Jenkins Wealth
Colorado
$1.92M +$1.86M +85,635 New
OWM
36
Opes Wealth Management
California
$1.68M -$9.49K -437 -0.6%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$1.59M +$792K +36,441 +106%
CA
38
CoreCap Advisors
Michigan
$1.56M +$1.51M +69,637 New
Stifel Financial
39
Stifel Financial
Missouri
$1.43M -$71.4K -3,284 -5%
BCP
40
Blackhawk Capital Partners
Wisconsin
$1.31M +$1.27M +58,600 New
PAS
41
Park Avenue Securities
New York
$1.23M +$1.19M +54,763 New
FHA
42
First Horizon Advisors
Tennessee
$1.23M +$806K +37,091 +210%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.15M +$169K +7,766 +18%
FCIM
44
Fairview Capital Investment Management
California
$1.11M -$1.72M -79,359 -62%
PFA
45
Pure Financial Advisors
California
$1.02M +$40.6K +1,870 +4%
CWM
46
Congress Wealth Management
Massachusetts
$936K -$12.8K -590 -1%
Truist Financial
47
Truist Financial
North Carolina
$885K +$857K +39,461 New
EAM
48
Empirical Asset Management
Massachusetts
$882K -$49.3K -2,269 -5%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$802K +$49.4K +2,273 +7%
KAS
50
Kestra Advisory Services
Texas
$749K +$122K +5,604 +20%

BWX Hedge Fund Activity: Q4 2022 in Review

140 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q4 2022, worth a combined $699M — up 42% from $493M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BWX positions and 22 closed out — a net gain of 13 holders — while 46 added to existing stakes and 40 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $53.5M. The largest seller was Johnson Financial Group LLC (Colorado), exiting entirely with an estimated $7.89M sold.

  • 140 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q4 2022, up from 131 in Q3 2022.
  • Funds reported $699M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q4 2022, up 42% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q4 2022 and 22 closed out, a net change of +13 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $53.5M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q4 2022 was Johnson Financial Group LLC (Colorado), an estimated $7.89M sold.

Based on aggregated 13F filings for Q4 2022.