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State Street SPDR Bloomberg International Treasury Bond ETF

129 hedge funds and large institutions have $732M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.85% more ownership

Funds ownership: 70.1%73.95% (+3.8%)

4% less funds holding

Funds holding: 134129 (-5)

8% less capital invested

Capital invested by funds: $792M → $732M (-$59.7M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
129
Holders Change
-5
Holders Change %
-3.73%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
18
Increased
39
Reduced
49
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
26
Baron Financial Group
New Jersey
$3.12M +$173K +7,590 +6%
MD
27
Money Design
Japan
$3.04M +$2.43M +106,821 +382%
BIP
28
Blueprint Investment Partners
North Carolina
$2.89M -$2M -87,762 -41%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$2.53M -$23.6K -1,038 -0.9%
AssetMark Inc
30
AssetMark Inc
California
$2.26M -$12.5K -551 -0.5%
HW
31
Hancock Whitney
Mississippi
$2.21M +$2.24M +98,186 New
Osaic Holdings
32
Osaic Holdings
Arizona
$2.15M -$20.4K -898 -0.9%
ULWM
33
Upper Left Wealth Management
Florida
$1.95M -$25.7K -1,128 -1%
VC
34
Vicus Capital
Pennsylvania
$1.79M -$15.7K -690 -0.9%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$1.61M -$3.51K -154 -0.2%
AWS
36
Atria Wealth Solutions
New York
$1.48M -$340K -14,929 -19%
Stifel Financial
37
Stifel Financial
Missouri
$1.41M -$56.5K -2,480 -4%
Corient Private Wealth
38
Corient Private Wealth
Florida
$1.39M -$85.7K -3,763 -6%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.3M -$19.1K -839 -1%
AI
40
Auour Investments
Massachusetts
$1.15M +$1.16M +51,111 New
EPAM
41
Euro Pacific Asset Management
Puerto Rico
$1.14M +$484K +21,243 +74%
KAS
42
Kestra Advisory Services
Texas
$1.13M -$48K -2,109 -4%
FCIM
43
Fairview Capital Investment Management
California
$1.11M +$17.6K +775 +2%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1.1M -$64.8K -2,844 -6%
PFA
45
Pure Financial Advisors
California
$962K -$60.1K -2,641 -6%
SOS
46
Silver Oak Securities
Tennessee
$930K +$525K +23,076 +127%
CWM
47
Congress Wealth Management
Massachusetts
$910K -$22.4K -982 -2%
AWM
48
AE Wealth Management
Kansas
$899K -$1.96M -86,272 -68%
IPW
49
Impact Partnership Wealth
Georgia
$870K +$878K +38,572 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$778K -$1.54M -67,799 -66%

BWX Hedge Fund Activity: Q2 2023 in Review

129 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q2 2023, worth a combined $732M — down 7.5% from $792M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of BWX and 18 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 39 added.

The largest buyer was Jane Street, adding an estimated $41M. The largest seller was Bank of America, cutting an estimated $100M.

  • 129 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q2 2023, down from 134 in Q1 2023.
  • Funds reported $732M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q2 2023, down 7.5% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q2 2023 and 21 closed out, a net change of -3 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q2 2023 was Jane Street, an estimated $41M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q2 2023 was Bank of America, an estimated $100M sold.

Based on aggregated 13F filings for Q2 2023.