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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
FFA
126
Farther Finance Advisors
California
$330 +$336 +15 New
AFWM
127
Abich Financial Wealth Management
Virginia
$67
HNB
128
Huntington National Bank
Ohio
$44
KFS
129
Kelly Financial Services
Massachusetts
$7
RWP
130
RWA Wealth Partners
Massachusetts
-$11.8M -508,087 Closed
Natixis Advisors
131
Natixis Advisors
Massachusetts
-$2.3M -99,085 Closed
OMC
132
Old Mission Capital
Illinois
-$1.71M -73,743 Closed
HWM
133
HFG Wealth Management
Texas
-$1.3M -56,014 Closed
HW
134
Hancock Whitney
Mississippi
-$1.12M -48,188 Closed
CFB
135
Cullen/Frost Bankers
Texas
-$533K -22,991 Closed
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
-$413K -17,804 Closed
Truist Financial
137
Truist Financial
North Carolina
-$273K -11,791 Closed
RCAG
138
Rehmann Capital Advisory Group
Michigan
-$241K -10,402 Closed
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
-$233K -10,040 Closed
WAM
140
Worth Asset Management
Texas
-$231K -9,957 Closed
FA
141
Fiduciary Alliance
South Carolina
-$219K -9,468 Closed
BCMIO
142
Beacon Capital Management Inc (Ohio)
Ohio
-$63.9K -2,758 Closed
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
-$51.5K -2,220 Closed
TPCW
144
TD Private Client Wealth
New York
-$12.3K -529 Closed
US Bancorp
145
US Bancorp
Minnesota
-$12.1K -521 Closed
LPP
146
Life Planning Partners
Florida
-$4.38K -189 Closed
GI
147
Gradient Investments
Minnesota
-$3.62K -156 Closed
FMP
148
Financial Management Professionals
Texas
-$2K -99 Closed
GWM
149
Geneos Wealth Management
Colorado
-$1.37K -59 Closed
ASN
150
Advisory Services Network
Georgia
-$93 -4 Closed

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.