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State Street SPDR Bloomberg International Treasury Bond ETF

136 hedge funds and large institutions have $707M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

19% more capital invested

Capital invested by funds: $593M → $707M (+$114M)

7% more funds holding

Funds holding: 127136 (+9)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6.54% less ownership

Funds ownership: 71.01%64.47% (-6.5%)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
46
Reduced
43
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M +$61M +2,796,338 +85%
Charles Schwab
2
Charles Schwab
California
$107M +$1.31M +60,034 +1%
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$103M +$11.9M +543,101 +14%
Morgan Stanley
4
Morgan Stanley
New York
$74.3M +$36.1M +1,652,644 +106%
State Street
5
State Street
Massachusetts
$44.4M +$5.86M +268,627 +16%
CCA
6
Checchi Capital Advisers
California
$29.7M -$3.94M -180,478 -12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$24.1M +$9.07M +415,324 +66%
Creative Planning
8
Creative Planning
Kansas
$18.6M +$965K +44,189 +6%
RWP
9
RWA Wealth Partners
Massachusetts
$11.8M +$11.1M +508,087 New
LG
10
Leuthold Group
Minnesota
$10.5M -$2.56M -117,347 -21%
LPL Financial
11
LPL Financial
California
$10.5M -$650K -29,774 -6%
BIP
12
Blueprint Investment Partners
North Carolina
$7.53M +$3.81M +174,352 +116%
Bank of America
13
Bank of America
North Carolina
$7.27M -$1.08M -49,495 -14%
Financial Engines Advisors
14
Financial Engines Advisors
California
$6.41M -$4.66M -213,512 -44%
PFM
15
Peak Financial Management
Massachusetts
$6.16M -$252K -11,563 -4%
Wells Fargo
16
Wells Fargo
California
$5.96M +$175K +8,030 +3%
CAN
17
Cetera Advisor Networks
California
$5.49M +$307K +14,076 +6%
TA
18
Tectonic Advisors
Texas
$5.07M
UBS Group
19
UBS Group
Switzerland
$4.4M -$3.4K -156 -0.1%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$4.01M
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$3.73M -$220K -10,101 -6%
SC
22
Sykon Capital
New York
$3.69M +$3.47M +159,027 New
Osaic Holdings
23
Osaic Holdings
Arizona
$3.36M -$571K -26,160 -15%
MD
24
Money Design
Japan
$3.23M +$63.8K +2,924 +2%
Ameriprise
25
Ameriprise
Minnesota
$3.08M +$21.7K +995 +0.8%

BWX Hedge Fund Activity: Q4 2023 in Review

136 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q4 2023, worth a combined $707M — up 19% from $593M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BWX positions and 21 closed out — a net gain of 9 holders — while 46 added to existing stakes and 43 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $61M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $33M sold.

  • 136 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q4 2023, up from 127 in Q3 2023.
  • Funds reported $707M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q4 2023 and 21 closed out, a net change of +9 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $61M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q4 2023 was 1832 Asset Management, an estimated $33M sold.

Based on aggregated 13F filings for Q4 2023.