We are live on ! Find out more
BWX icon

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
HGERS
101
Householder Group Estate & Retirement Specialist
Arizona
$6.98K
RIA
102
Realta Investment Advisors
Delaware
$6.82K +$6.87K +307 New
PB
103
Pinnacle Bancorp
Nebraska
$6.67K +$6.71K +300 New
WP
104
WealthShield Partners
North Carolina
$5.96K
TAM
105
Tucker Asset Management
Colorado
$5.6K
CJ
106
Caitlin John
Michigan
$5.28K
FRA
107
Front Row Advisors
California
$4.47K +$4.5K +201 New
EWA
108
EverSource Wealth Advisors
Alabama
$4.32K +$4.52K +202 New
ACA
109
Aptus Capital Advisors
Alabama
$4.14K +$4.16K +186 New
CTB
110
Country Trust Bank
Illinois
$3.85K +$3.87K +173 New
SWS
111
SYSTM Wealth Solutions
Illinois
$2.85K +$2.86K +128 New
CWP
112
Concord Wealth Partners
Virginia
$2.77K +$22 +1 +0.8%
SS
113
Sunbelt Securities
Texas
$2.47K
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$1.64K +$1.66K +74 New
S
115
Sachetta
Massachusetts
$1.58K
SL
116
Salomon & Ludwin
Virginia
$1.47K +$1.48K +66 New
IPW
117
Impact Partnership Wealth
Georgia
$1.25K -$112 -5 -8%
PP
118
Pacifica Partners
Canada
$1K
HI
119
Harbour Investments
Wisconsin
$851 -$448 -20 -34%
AA
120
Ancora Advisors
Ohio
$801
BLC
121
Brown, Lisle/Cummings
Rhode Island
$801
Fidelity Investments
122
Fidelity Investments
Massachusetts
$778 -$13.4K -597 -94%
BA
123
Ballast Advisors
Minnesota
$667 +$671 +30 New
IA
124
IFP Advisors
Florida
$578 -$4.66K -208 -89%
LFG
125
Larson Financial Group
Missouri
$334

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.