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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.

New
Increased
Maintained
Reduced
Closed

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: 45 (+1)

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

7% more funds holding

Funds holding: 131140 (+9)

0.95% more ownership

Funds ownership: 61.64%62.59% (+0.95%)

Holders
140
Holders Change
+9
Holders Change %
+6.87%
% of All Funds
2.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
35
Increased
46
Reduced
40
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$122M -$379K -17,449 -0.3%
Bank of America
2
Bank of America
North Carolina
$80.5M +$51.8M +2,383,836 +198%
State Street
3
State Street
Massachusetts
$74.2M +$9.38M +431,707 +15%
Financial Engines Advisors
4
Financial Engines Advisors
California
$62M +$53.5M +2,462,445 +816%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$49.3M +$21.9M +1,007,964 +85%
Morgan Stanley
6
Morgan Stanley
New York
$34.6M +$216K +9,939 +0.6%
CCA
7
Checchi Capital Advisers
California
$34M -$227K -10,433 -0.7%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$33.2M -$3.21M -147,560 -9%
PWPCM
9
Perella Weinberg Partners Capital Management
New York
$28.3M -$6.61M -304,100 -19%
LG
10
Leuthold Group
Minnesota
$18.3M +$4.29M +197,444 +32%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.7M +$2.19M +100,673 +16%
Creative Planning
12
Creative Planning
Kansas
$12.2M +$1.53M +70,469 +15%
BIP
13
Blueprint Investment Partners
North Carolina
$9.54M +$9.24M +425,507 New
PWAG
14
Polaris Wealth Advisory Group
California
$9.18M +$8.67M +399,035 New
QC
15
Quent Capital
New York
$7.26M -$790K -36,366 -10%
Wells Fargo
16
Wells Fargo
California
$6.1M +$3.58M +164,834 +154%
PFM
17
Peak Financial Management
Massachusetts
$5.88M +$108K +4,981 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.36M +$2.47M +113,628 +91%
UBS Group
19
UBS Group
Switzerland
$5.01M -$141K -6,473 -3%
LPL Financial
20
LPL Financial
California
$4.8M -$332K -15,271 -7%
TA
21
Tectonic Advisors
Texas
$4.3M +$799K +36,789 +24%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.27M +$2.15M +98,853 +108%
AssetMark Inc
23
AssetMark Inc
California
$4.05M -$2.21M -101,718 -36%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$3.88M
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$3.34M +$2.93M +134,665 +931%

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.