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State Street SPDR Bloomberg International Treasury Bond ETF

134 hedge funds and large institutions have $792M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $699M → $792M (+$92.6M)

7.51% more ownership

Funds ownership: 62.59%70.1% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

4% less funds holding

Funds holding: 140134 (-6)

22% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 49

Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
2.14%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
25
Increased
38
Reduced
49
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$125M -$844K -36,977 -0.7%
Bank of America
2
Bank of America
North Carolina
$110M +$27M +1,183,519 +33%
State Street
3
State Street
Massachusetts
$93.9M +$17.2M +754,350 +23%
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$87.5M +$57.6M +2,525,699 +200%
CCA
5
Checchi Capital Advisers
California
$49.8M +$14.6M +638,265 +42%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$34M -$221K -9,673 -0.7%
Morgan Stanley
7
Morgan Stanley
New York
$33.5M -$2.09M -91,714 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$24.2M -$26.3M -1,152,110 -52%
Financial Engines Advisors
9
Financial Engines Advisors
California
$19.5M -$43.8M -1,921,401 -70%
Jane Street
10
Jane Street
New York
$19.3M +$18.8M +823,858 +7,058%
LG
11
Leuthold Group
Minnesota
$19M +$174K +7,624 +0.9%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.5M +$226K +9,886 +1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$17M +$16.8M +735,671 New
Creative Planning
14
Creative Planning
Kansas
$13.6M +$956K +41,904 +8%
SAM
15
Synergy Asset Management
Washington
$10.1M +$10M +438,808 New
QC
16
Quent Capital
New York
$7.84M +$356K +15,588 +5%
ACA
17
Ackerman Capital Advisors
Texas
$7.52M +$7.42M +325,171 New
Wells Fargo
18
Wells Fargo
California
$6.54M +$242K +10,589 +4%
PFM
19
Peak Financial Management
Massachusetts
$6.06M -$6.14K -269 -0.1%
MAM
20
Milestone Asset Management
Pennsylvania
$5M +$4.93M +216,168 New
BIP
21
Blueprint Investment Partners
North Carolina
$4.99M -$4.78M -209,530 -49%
TA
22
Tectonic Advisors
Texas
$4.67M +$228K +10,000 +5%
UBS Group
23
UBS Group
Switzerland
$4.44M -$713K -31,262 -14%
LPL Financial
24
LPL Financial
California
$4.34M -$597K -26,174 -12%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$4M

BWX Hedge Fund Activity: Q1 2023 in Review

134 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2023, worth a combined $792M — up 13% from $699M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of BWX and 25 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 38 added.

The largest buyer was Perella Weinberg Partners Capital Management, adding an estimated $57.6M. The largest seller was Financial Engines Advisors, cutting an estimated $43.8M.

  • 134 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2023, down from 140 in Q4 2022.
  • Funds reported $792M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2023, up 13% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2023 and 27 closed out, a net change of -2 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2023 was Perella Weinberg Partners Capital Management, an estimated $57.6M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2023 was Financial Engines Advisors, an estimated $43.8M sold.

Based on aggregated 13F filings for Q1 2023.