State Street SPDR Bloomberg International Treasury Bond ETF
140 hedge funds and large institutions have $699M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 22 closing their positions.
59% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 22
42% more capital invested
Capital invested by funds: $493M → $699M (+$206M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
15% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 40
7% more funds holding
Funds holding: 131 → 140 (+9)
0.95% more ownership
Funds ownership: 61.64% → 62.59% (+0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$53.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$51.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$9.38M |
| 5 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$9.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
-$7.89M |
| 2 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$6.61M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$3.21M |
| 4 |
FTA
Financial & Tax Architects
St Louis,
Missouri
|
-$2.71M |
| 5 |
AssetMark Inc
Concord,
California
|
-$2.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$201K | -9,654 | Closed |
|
|
FAIM
152
Financial Advocates Investment Management
Olympia,
Washington
| – | -$746K | -3,171 | Closed |
|
|
SWA
153
SOA Wealth Advisors
New York
| – | -$25K | -1,225 | Closed |
|
|
SL
154
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$20K | -981 | Closed |
|
155
Simplex Trading
Chicago,
Illinois
| – | -$14K | -683 | Closed |
|
|
SBL
156
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$13K | -629 | Closed |
|
|
MA
157
MUFG Americas
New York
| – | -$12K | -572 | Closed |
|
|
CFB
158
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$11K | -540 | Closed |
|
|
OPW
159
Oxler Private Wealth
Rye Brook,
New York
| – | -$47.8K | -500 | Closed |
|
|
HGERS
160
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$6K | -314 | Closed |
|
|
AIP
161
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$2K | -82 | Closed |
|
|
FA
162
Flagstar Advisors
New York
| – | -$739 | -35 | Closed |
|
|
ACM
163
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$608 | -29 | Closed |
|
BWX Hedge Fund Activity: Q4 2022 in Review
140 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q4 2022, worth a combined $699M — up 42% from $493M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new BWX positions and 22 closed out — a net gain of 13 holders — while 46 added to existing stakes and 40 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $53.5M. The largest seller was Johnson Financial Group LLC (Colorado), exiting entirely with an estimated $7.89M sold.
- 140 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q4 2022, up from 131 in Q3 2022.
- Funds reported $699M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q4 2022, up 42% quarter-over-quarter.
- 35 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q4 2022 and 22 closed out, a net change of +13 holders.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $53.5M added.
- The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q4 2022 was Johnson Financial Group LLC (Colorado), an estimated $7.89M sold.
Based on aggregated 13F filings for Q4 2022.