We are live on ! Find out more
BWX icon

State Street SPDR Bloomberg International Treasury Bond ETF
BWX

131 hedge funds and large institutions have $533M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

7% more funds holding

Funds holding: 123 → 131 (+8)

2.34% less ownership

Funds ownership: 56.87% → 54.53% (-2.3%)

12% less capital invested

Capital invested by funds: $607M → $533M (-$73.9M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
44
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CPO
Cerity Partners OCIO
New York
+$11M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$10.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.3M
4
ACA
Ackerman Capital Advisors
Texas
+$9.11M
5
AAS
Avantax Advisory Services
Texas
+$4.45M

Top Sellers

Rank Fund Capital Flow
1
CCA
Checchi Capital Advisers
California
-$52.3M
2
RWP
RWA Wealth Partners
Massachusetts
-$11.9M
3
BIP
Blueprint Investment Partners
North Carolina
-$8.76M
4
RCG
Rock Creek Group
District of Columbia
-$2.98M
5
SC
Sykon Capital
New York
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$2.6M -$2.47M -112,099 -48%
AssetMark Inc
27
AssetMark Inc
California
$2.36M -$13K -589 -0.5%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.3M +$900K +40,780 +61%
QC
29
Quent Capital
New York
$2.25M +$768K +34,797 +50%
BFG
30
Baron Financial Group
New Jersey
$2.2M +$118K +5,345 +5%
WCFA
31
Walkner Condon Financial Advisors
Wisconsin
$1.92M +$271K +12,258 +16%
C
32
Croban
Ohio
$1.72M +$1.77M +80,317 New
PAS
33
Park Avenue Securities
New York
$1.58M +$1.63M +73,918 New
AI
34
Auour Investments
Massachusetts
$1.58M -$65.3K -2,957 -4%
Stifel Financial
35
Stifel Financial
Missouri
$1.57M -$10.4K -471 -0.6%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.57M +$222K +10,079 +16%
Comerica Bank
37
Comerica Bank
Texas
$1.5M +$1.37M +62,241 +769%
EPAM
38
Euro Pacific Asset Management
Puerto Rico
$1.23M +$15.7K +711 +1%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$1.23M +$511K +23,149 +68%
AWS
40
Atria Wealth Solutions
New York
$1.07M -$335K -15,176 -23%
PFA
41
Pure Financial Advisors
California
$965K +$78.3K +3,547 +9%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$954K +$311K +14,091 +46%
FHA
43
First Horizon Advisors
Tennessee
$923K +$687K +31,145 +260%
SPWM
44
Spartan Planning & Wealth Management
North Carolina
$919K +$949K +42,979 New
FCIM
45
Fairview Capital Investment Management
California
$772K +$48K +2,175 +6%
CA
46
CoreCap Advisors
Michigan
$769K +$16.5K +749 +2%
CF
47
Convergence Financial
Missouri
$704K -$39.5K -1,788 -5%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$671K +$692K +31,358 New
Raymond James Financial
49
Raymond James Financial
Florida
$669K +$690K +31,279 New
FTS
50
Fifth Third Securities
Ohio
$649K +$33.4K +1,514 +5%
1
2
3 4 5

BWX Hedge Fund Activity: Q4 2024 in Review

131 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q4 2024, worth a combined $533M — down 12% from $607M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BWX positions and 15 closed out — a net gain of 9 holders — while 44 added to existing stakes and 37 trimmed.

The largest buyer was Cerity Partners OCIO, adding an estimated $11M. The largest seller was Checchi Capital Advisers, cutting an estimated $52.3M.

  • 131 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $533M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q4 2024 and 15 closed out, a net change of +9 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q4 2024 was Cerity Partners OCIO, an estimated $11M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q4 2024 was Checchi Capital Advisers, an estimated $52.3M sold.

Based on aggregated 13F filings for Q4 2024.