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State Street SPDR Bloomberg International Treasury Bond ETF

127 hedge funds and large institutions have $598M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.15% more ownership

Funds ownership: 64.47%68.62% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 136127 (-9)

11% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 45

15% less capital invested

Capital invested by funds: $707M → $598M (-$109M)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
127
Holders Change
-9
Holders Change %
-6.62%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
40
Reduced
45
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$2.48M +$241K +10,782 +11%
Renaissance Technologies
27
Renaissance Technologies
New York
$1.98M +$208K +9,300 +12%
AI
28
Auour Investments
Massachusetts
$1.69M +$95.7K +4,276 +6%
QC
29
Quent Capital
New York
$1.61M +$81.7K +3,650 +5%
Stifel Financial
30
Stifel Financial
Missouri
$1.46M -$2.35K -105 -0.2%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.34M -$803K -35,894 -37%
Jane Street
32
Jane Street
New York
$1.3M +$1.31M +58,561 New
Osaic Holdings
33
Osaic Holdings
Arizona
$1.3M -$1.94M -86,685 -60%
EPAM
34
Euro Pacific Asset Management
Puerto Rico
$1.24M +$81K +3,619 +7%
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$1.23M +$132K +5,900 +12%
AWS
36
Atria Wealth Solutions
New York
$1.22M -$219K -9,805 -15%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$1.15M +$61.8K +2,762 +6%
SC
38
Sykon Capital
New York
$1.06M -$2.49M -111,256 -70%
Corient Private Wealth
39
Corient Private Wealth
Florida
$912K +$36.1K +1,614 +4%
PFA
40
Pure Financial Advisors
California
$911K +$3.09K +138 +0.3%
KAS
41
Kestra Advisory Services
Texas
$840K +$318K +14,230 +60%
CA
42
CoreCap Advisors
Michigan
$838K -$458K -20,460 -35%
FCIM
43
Fairview Capital Investment Management
California
$752K -$6.71K -300 -0.9%
TCM
44
Towneley Capital Management
California
$725K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$688K -$643K -28,750 -48%
LWAM
46
Legacy Wealth Asset Management
Minnesota
$635K +$20.5K +918 +3%
SCA
47
Snowden Capital Advisors
New York
$615K -$6.67K -298 -1%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$592K +$17.3K +773 +3%
RJA
49
Raymond James & Associates
Florida
$579K +$38.2K +1,708 +7%
FTS
50
Fifth Third Securities
Ohio
$553K +$56.6K +2,529 +11%

BWX Hedge Fund Activity: Q1 2024 in Review

127 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2024, worth a combined $598M — down 15% from $707M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of BWX and 18 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 40 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $6M. The largest seller was Morgan Stanley, cutting an estimated $31.4M.

  • 127 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2024, down from 136 in Q4 2023.
  • Funds reported $598M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2024 and 22 closed out, a net change of -4 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $6M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2024.