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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
OPOWM
51
One Plus One Wealth Management
Florida
$490K
Vontobel Holding
52
Vontobel Holding
Switzerland
$483K -$11.3K -507 -2%
OC
53
Oppenheimer & Co
New York
$471K -$1.83K -82 -0.4%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$456K -$21.5K -962 -4%
Citigroup
55
Citigroup
New York
$444K +$88.1K +3,936 +25%
CPA
56
Cardiff Park Advisors
California
$410K
CA
57
Cetera Advisors
Colorado
$402K +$190K +8,506 +89%
EA
58
Eclectic Associates
California
$397K +$33.5K +1,496 +9%
Prudential Financial
59
Prudential Financial
New Jersey
$390K +$9.87K +441 +3%
SCM
60
Sebold Capital Management
Illinois
$389K -$1.05K -47 -0.3%
SOS
61
Silver Oak Securities
Tennessee
$359K +$1.3K +58 +0.4%
CF
62
Convergence Financial
Missouri
$347K +$349K +15,592 New
Mariner
63
Mariner
Kansas
$337K -$5.8K -259 -2%
AWA
64
Arete Wealth Advisors
Illinois
$328K +$53.5K +2,393 +19%
C1AG
65
Client 1st Advisory Group
Florida
$313K
DZ Bank
66
DZ Bank
Germany
$306K -$175K -7,821 -36%
SWM
67
SeaCrest Wealth Management
New York
$290K -$14.8K -663 -5%
JP Morgan Chase
68
JP Morgan Chase
New York
$281K -$14.4K -643 -5%
FHA
69
First Horizon Advisors
Tennessee
$271K -$1.79M -79,839 -87%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$269K
RFWA
71
RPg Family Wealth Advisory
Massachusetts
$267K +$269K +11,999 New
4FG
72
4Thought Financial Group
New York
$265K -$7.59K -339 -3%
BAM
73
BTS Asset Management
Massachusetts
$262K +$26.9K +1,203 +11%
Citadel Advisors
74
Citadel Advisors
Florida
$253K +$255K +11,394 New
HPC
75
HM Payson & Co
Maine
$253K

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.