We are live on ! Find out more
BWX icon

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
FCIM
51
Fairview Capital Investment Management
California
$791K -$140K -6,406 -16%
TCM
52
Towneley Capital Management
California
$755K +$711K +32,592 New
GSEP
53
Golden State Equity Partners
California
$723K +$680K +31,174 New
SCA
54
Snowden Capital Advisors
New York
$647K
LWAM
55
Legacy Wealth Asset Management
Minnesota
$640K -$11.9K -544 -2%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$599K -$37.7K -1,726 -6%
RJA
57
Raymond James & Associates
Florida
$564K -$40.3K -1,846 -7%
KAS
58
Kestra Advisory Services
Texas
$545K -$453K -20,770 -47%
CFB
59
Cullen/Frost Bankers
Texas
$533K +$502K +22,991 New
SS
60
Simplicity Solutions
Minnesota
$524K +$494K +22,611 New
FTS
61
Fifth Third Securities
Ohio
$517K +$48K +2,200 +11%
Vontobel Holding
62
Vontobel Holding
Switzerland
$515K +$1.66K +76 +0.3%
TVAMP
63
Tennessee Valley Asset Management Partners
Tennessee
$512K +$482K +22,100 New
OPOWM
64
One Plus One Wealth Management
Florida
$511K +$481K +22,029 New
DZ Bank
65
DZ Bank
Germany
$501K +$216K +9,878 +84%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$497K +$4.13K +189 +0.9%
OC
67
Oppenheimer & Co
New York
$493K +$14.5K +664 +3%
AFG
68
Altiora Financial Group
Ohio
$449K +$1.2K +55 +0.3%
CPA
69
Cardiff Park Advisors
California
$427K
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$413K -$99K -4,536 -20%
SCM
71
Sebold Capital Management
Illinois
$406K +$23.5K +1,076 +7%
Prudential Financial
72
Prudential Financial
New Jersey
$397K +$24.6K +1,125 +7%
EA
73
Eclectic Associates
California
$379K +$9.82K +450 +3%
SOS
74
Silver Oak Securities
Tennessee
$373K +$11.8K +540 +3%
Citigroup
75
Citigroup
New York
$372K -$54.9K -2,516 -14%

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.