We are live on ! Find out more
BWX icon

State Street SPDR Bloomberg International Treasury Bond ETF

141 hedge funds and large institutions have $575M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $524M → $575M (+$50.2M)

5.83% more ownership

Funds ownership: 52.82%58.65% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 144141 (-3)

Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
50
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$64.4M +$3.27M +110,966 +5%
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$56.9M +$7.03M +238,645 +14%
MFM
3
MD Financial Management
Ontario, Canada
$54.2M +$5.08M +172,538 +10%
Jane Street
4
Jane Street
New York
$50.5M +$49.3M +1,675,120 +1,986%
Bank of America
5
Bank of America
North Carolina
$46.5M +$968K +32,876 +2%
CCA
6
Checchi Capital Advisers
California
$32.2M +$1.34M +45,674 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$30.9M +$2.6M +88,352 +9%
IA
8
IndexIQ Advisors
New York
$24.5M -$7.95M -270,035 -24%
Morgan Stanley
9
Morgan Stanley
New York
$19.3M +$241K +8,179 +1%
Creative Planning
10
Creative Planning
Kansas
$18.3M +$1.61M +54,707 +9%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.6M +$9.34M +317,079 +140%
MD
12
Money Design
Japan
$11.6M -$3.73M -126,574 -24%
Wells Fargo
13
Wells Fargo
California
$10.4M -$129K -4,370 -1%
BCM
14
Brookstone Capital Management
Illinois
$8.51M +$157K +5,338 +2%
AssetMark Inc
15
AssetMark Inc
California
$7.56M +$205K +6,975 +3%
UBS Group
16
UBS Group
Switzerland
$7.56M +$172K +5,855 +2%
LPL Financial
17
LPL Financial
California
$7.35M +$382K +12,976 +5%
FMC
18
First Merchants Corp
Indiana
$7.18M -$370K -12,563 -5%
LG
19
Leuthold Group
Minnesota
$7.15M -$69.2K -2,349 -0.9%
PFM
20
Peak Financial Management
Massachusetts
$6.67M +$363K +12,330 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6.23M +$935K +31,769 +17%
Franklin Resources
22
Franklin Resources
California
$5.13M +$5.25M +178,420 New
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$4.97M
BFG
24
Baron Financial Group
New Jersey
$4.58M +$252K +8,555 +6%
PFA
25
Pure Financial Advisors
California
$4.48M -$132K -4,469 -3%

BWX Hedge Fund Activity: Q3 2021 in Review

141 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q3 2021, worth a combined $575M — up 9.6% from $524M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BWX positions and 10 closed out — a net gain of 1 holder — while 50 added to existing stakes and 44 trimmed.

The largest buyer was Jane Street, adding an estimated $49.3M. The largest seller was IndexIQ Advisors, cutting an estimated $7.95M.

  • 141 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q3 2021, down from 144 in Q2 2021.
  • Funds reported $575M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q3 2021, up 9.6% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q3 2021 and 10 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q3 2021 was Jane Street, an estimated $49.3M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q3 2021 was IndexIQ Advisors, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2021.