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State Street SPDR Bloomberg International Treasury Bond ETF

123 hedge funds and large institutions have $607M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

4% more capital invested

Capital invested by funds: $585M → $607M (+$22.1M)

0% more funds holding

Funds holding: 123123 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

10.66% less ownership

Funds ownership: 67.53%56.87% (-11%)

Holders
123
Holders Change
Holders Change %
0%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
18
Increased
43
Reduced
35
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ULWM
26
Upper Left Wealth Management
Florida
$2.95M -$732K -32,432 -20%
SC
27
Sykon Capital
New York
$2.83M +$2.74M +121,153 New
AssetMark Inc
28
AssetMark Inc
California
$2.59M -$31.6K -1,401 -1%
BFG
29
Baron Financial Group
New Jersey
$2.28M -$123K -5,425 -5%
MD
30
Money Design
Japan
$1.86M -$22.2K -981 -1%
WCFA
31
Walkner Condon Financial Advisors
Wisconsin
$1.81M +$173K +7,651 +11%
Stifel Financial
32
Stifel Financial
Missouri
$1.73M +$214K +9,475 +15%
AI
33
Auour Investments
Massachusetts
$1.7M -$54.8K -2,425 -3%
QC
34
Quent Capital
New York
$1.64M -$68.9K -3,053 -4%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.56M +$83.3K +3,687 +6%
AWS
36
Atria Wealth Solutions
New York
$1.53M +$210K +9,305 +17%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.48M +$28.2K +1,250 +2%
EPAM
38
Euro Pacific Asset Management
Puerto Rico
$1.32M -$5.78K -256 -0.5%
TF
39
Trek Financial
Arizona
$1.22M +$1.18M +52,234 New
PFA
40
Pure Financial Advisors
California
$971K +$745 +33 +0.1%
CA
41
CoreCap Advisors
Michigan
$822K +$743K +32,898 +1,438%
CF
42
Convergence Financial
Missouri
$811K +$198K +8,759 +34%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$804K +$99.3K +4,396 +15%
FCIM
44
Fairview Capital Investment Management
California
$792K
HW
45
Hancock Whitney
Mississippi
$782K +$756K +33,477 New
KAS
46
Kestra Advisory Services
Texas
$718K +$2.39K +106 +0.3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$712K +$5.4K +239 +0.8%
LWAM
48
Legacy Wealth Asset Management
Minnesota
$694K -$10.2K -450 -1%
FTS
49
Fifth Third Securities
Ohio
$673K -$5.13K -227 -0.8%
RJA
50
Raymond James & Associates
Florida
$650K -$41.3K -1,830 -6%

BWX Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q3 2024, worth a combined $607M — up 3.8% from $585M a quarter earlier.

Fund positioning in BWX was balanced in Q3 2024: 18 funds opened new positions, 18 closed out, 43 added to existing stakes and 35 trimmed.

The largest buyer was Checchi Capital Advisers, adding an estimated $56.9M. The largest seller was Charles Schwab, exiting entirely with an estimated $118M sold.

  • 123 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $607M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q3 2024, up 3.8% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q3 2024 and 18 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q3 2024 was Checchi Capital Advisers, an estimated $56.9M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q3 2024 was Charles Schwab, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2024.