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State Street SPDR Bloomberg International Treasury Bond ETF

136 hedge funds and large institutions have $707M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

19% more capital invested

Capital invested by funds: $593M → $707M (+$114M)

7% more funds holding

Funds holding: 127136 (+9)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6.54% less ownership

Funds ownership: 71.01%64.47% (-6.5%)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
46
Reduced
43
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
$2.8M -$470K -21,535 -15%
SPWM
27
Spartan Planning & Wealth Management
North Carolina
$2.61M +$1.53M +70,033 +165%
AssetMark Inc
28
AssetMark Inc
California
$2.33M +$38.8K +1,778 +2%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$2.3M +$2.16M +99,085 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.28M -$183K -8,370 -8%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.23M +$829K +37,961 +65%
FHA
32
First Horizon Advisors
Tennessee
$2.13M +$1.71M +78,542 +582%
ULWM
33
Upper Left Wealth Management
Florida
$2.01M -$66.5K -3,048 -3%
Renaissance Technologies
34
Renaissance Technologies
New York
$1.84M +$747K +34,200 +75%
C
35
Croban
Ohio
$1.72M +$1.75M +80,317 New
OMC
36
Old Mission Capital
Illinois
$1.71M +$1.61M +73,743 New
AI
37
Auour Investments
Massachusetts
$1.6M +$93.3K +4,274 +6%
QC
38
Quent Capital
New York
$1.6M -$6.93M -317,350 -82%
Stifel Financial
39
Stifel Financial
Missouri
$1.53M +$56.1K +2,570 +4%
AWS
40
Atria Wealth Solutions
New York
$1.5M -$297K -13,618 -17%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.38M +$528K +24,199 +68%
Comerica Bank
42
Comerica Bank
Texas
$1.35M +$964K +44,151 +309%
CA
43
CoreCap Advisors
Michigan
$1.35M +$1.27M +58,132 New
HWM
44
HFG Wealth Management
Texas
$1.3M +$1.22M +56,014 New
EPAM
45
Euro Pacific Asset Management
Puerto Rico
$1.21M -$60.6K -2,777 -5%
WCFA
46
Walkner Condon Financial Advisors
Wisconsin
$1.15M -$607K -27,809 -36%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$1.14M +$85.1K +3,898 +9%
HW
48
Hancock Whitney
Mississippi
$1.12M +$417K +19,113 +66%
PFA
49
Pure Financial Advisors
California
$946K -$42.8K -1,962 -5%
Corient Private Wealth
50
Corient Private Wealth
Florida
$913K -$529K -24,252 -38%

BWX Hedge Fund Activity: Q4 2023 in Review

136 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q4 2023, worth a combined $707M — up 19% from $593M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BWX positions and 21 closed out — a net gain of 9 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $61M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $33M sold.

  • 136 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q4 2023, up from 127 in Q3 2023.
  • Funds reported $707M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q4 2023 and 21 closed out, a net change of +9 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $61M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q4 2023 was 1832 Asset Management, an estimated $33M sold.

Based on aggregated 13F filings for Q4 2023.