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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
Mariner
76
Mariner
Kansas
$357K +$14.1K +647 +4%
C1AG
77
Client 1st Advisory Group
Florida
$326K
SWM
78
SeaCrest Wealth Management
New York
$311K -$19K -871 -6%
JP Morgan Chase
79
JP Morgan Chase
New York
$308K -$5.74K -263 -2%
AWA
80
Arete Wealth Advisors
Illinois
$286K +$3.47K +159 +1%
4FG
81
4Thought Financial Group
New York
$284K -$6.83K -313 -2%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$279K -$8.63M -395,408 -97%
Truist Financial
83
Truist Financial
North Carolina
$273K +$257K +11,791 New
HPC
84
HM Payson & Co
Maine
$264K
BAM
85
BTS Asset Management
Massachusetts
$245K +$231K +10,561 New
RCAG
86
Rehmann Capital Advisory Group
Michigan
$241K +$227K +10,402 New
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$233K -$34.2K -1,565 -13%
WAM
88
Worth Asset Management
Texas
$231K +$217K +9,957 New
CA
89
Cetera Advisors
Colorado
$221K +$437 +20 +0.2%
C
90
Covestor
United Kingdom
$220K +$18.3K +839 +10%
FA
91
Fiduciary Alliance
South Carolina
$219K -$48K -2,197 -19%
SAG
92
SageView Advisory Group
California
$218K -$207K -9,470 Closed
PS
93
Principal Securities
Iowa
$216K +$203K +9,318 New
Cerity Partners
94
Cerity Partners
New York
$212K +$200K +9,157 New
CAS
95
Coppell Advisory Solutions
Texas
$140K +$15.5K +711 +13%
NA
96
NewEdge Advisors
Louisiana
$80.3K +$59.2K +2,714 +363%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$74.9K -$59.9K -2,742 -46%
CA
98
Clearstead Advisors
Ohio
$74.3K -$70K -3,205 -50%
UCB
99
United Community Bank
South Carolina
$70.5K +$1K +46 +2%
BCMIO
100
Beacon Capital Management Inc (Ohio)
Ohio
$63.9K -$65 -3 -0.1%

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.