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State Street SPDR Bloomberg International Treasury Bond ETF

123 hedge funds and large institutions have $585M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $598M → $585M (-$13.4M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

1.08% less ownership

Funds ownership: 68.62%67.53% (-1.1%)

3% less funds holding

Funds holding: 127123 (-4)

Holders
123
Holders Change
-4
Holders Change %
-3.15%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
51
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$2.57M -$60.8K -2,796 -2%
AssetMark Inc
27
AssetMark Inc
California
$2.41M +$16.7K +769 +0.7%
BFG
28
Baron Financial Group
New Jersey
$2.2M -$196K -9,004 -8%
MD
29
Money Design
Japan
$1.73M -$671K -30,857 -28%
AI
30
Auour Investments
Massachusetts
$1.69M +$63.6K +2,928 +4%
QC
31
Quent Capital
New York
$1.57M +$16K +734 +1%
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$1.51M +$317K +14,569 +26%
Stifel Financial
33
Stifel Financial
Missouri
$1.38M -$25.6K -1,176 -2%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.35M +$57.3K +2,638 +4%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.33M +$80.5K +3,706 +6%
EPAM
36
Euro Pacific Asset Management
Puerto Rico
$1.23M +$32.2K +1,483 +3%
AWS
37
Atria Wealth Solutions
New York
$1.2M +$26.4K +1,215 +2%
PFA
38
Pure Financial Advisors
California
$890K +$12.4K +572 +1%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$851K -$264K -12,126 -23%
Corient Private Wealth
40
Corient Private Wealth
Florida
$842K -$37.2K -1,713 -4%
FCIM
41
Fairview Capital Investment Management
California
$727K +$2.17K +100 +0.3%
KAS
42
Kestra Advisory Services
Texas
$657K -$155K -7,113 -19%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$654K +$663K +30,529 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$649K -$15K -688 -2%
LWAM
45
Legacy Wealth Asset Management
Minnesota
$646K +$34.6K +1,593 +6%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$640K +$70.7K +3,253 +12%
RJA
47
Raymond James & Associates
Florida
$636K +$79.3K +3,650 +14%
FTS
48
Fifth Third Securities
Ohio
$622K +$91.2K +4,195 +17%
CF
49
Convergence Financial
Missouri
$556K +$225K +10,351 +66%
EA
50
Eclectic Associates
California
$509K +$128K +5,910 +33%

BWX Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q2 2024, worth a combined $585M — down 2.2% from $598M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BWX and 14 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 51 added.

The largest buyer was Charles Schwab, adding an estimated $17.2M. The largest seller was State Street, cutting an estimated $25.6M.

  • 123 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q2 2024, down from 127 in Q1 2024.
  • Funds reported $585M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q2 2024, down 2.2% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q2 2024 and 15 closed out, a net change of -1 holder.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q2 2024 was Charles Schwab, an estimated $17.2M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q2 2024 was State Street, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2024.