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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
KAS
51
Kestra Advisory Services
Texas
$630K -$28.7K -1,301 -4%
LWAM
52
Legacy Wealth Asset Management
Minnesota
$628K -$7.13K -323 -1%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$552K -$33.5K -1,517 -6%
VWA
54
Visionary Wealth Advisors
Illinois
$540K +$557K +25,248 New
OC
55
Oppenheimer & Co
New York
$498K +$13.6K +616 +3%
Vontobel Holding
56
Vontobel Holding
Switzerland
$475K +$19.4K +880 +4%
EA
57
Eclectic Associates
California
$466K -$77.1K -3,494 -14%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$426K -$1.77K -80 -0.4%
Citigroup
59
Citigroup
New York
$425K +$63.9K +2,897 +17%
CPA
60
Cardiff Park Advisors
California
$394K – – –
SCA
61
Snowden Capital Advisors
New York
$384K – – –
Truist Financial
62
Truist Financial
North Carolina
$351K +$362K +16,389 New
IAG
63
Investment Advisory Group
Massachusetts
$346K +$2.49K +113 +0.7%
C1AG
64
Client 1st Advisory Group
Florida
$332K +$32.5K +1,471 +10%
Mariner
65
Mariner
Kansas
$324K +$8.14K +369 +2%
CWM
66
Congress Wealth Management
Massachusetts
$303K -$243 -11 -0.1%
PS
67
Principal Securities
Iowa
$291K +$50.2K +2,275 +20%
TVAMP
68
Tennessee Valley Asset Management Partners
Tennessee
$282K +$23.2K +1,052 +9%
PRTG
69
Post Resch Tallon Group
New York
$282K +$293K +13,257 New
TKP
70
Tallon Kerry Patrick
$282K +$293K +13,257 New
4FG
71
4Thought Financial Group
New York
$281K +$3.46K +157 +1%
C
72
Covestor
United Kingdom
$274K +$10.8K +491 +4%
SWM
73
SeaCrest Wealth Management
New York
$273K -$8.67K -393 -3%
JP Morgan Chase
74
JP Morgan Chase
New York
$266K -$23.2K -1,051 -8%
HPC
75
HM Payson & Co
Maine
$243K – – –
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.