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State Street SPDR Bloomberg International Treasury Bond ETF

127 hedge funds and large institutions have $598M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.15% more ownership

Funds ownership: 64.47%68.62% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 136127 (-9)

11% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 45

15% less capital invested

Capital invested by funds: $707M → $598M (-$109M)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
127
Holders Change
-9
Holders Change %
-6.62%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
40
Reduced
45
Closed
22
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
$139M +$2.85M +127,418 +2%
Charles Schwab
2
Charles Schwab
California
$104M +$1.29M +57,829 +1%
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$85.5M -$13.9M -621,134 -14%
Morgan Stanley
4
Morgan Stanley
New York
$40M -$31.4M -1,404,331 -44%
State Street
5
State Street
Massachusetts
$38.5M -$4.18M -186,691 -10%
CCA
6
Checchi Capital Advisers
California
$29.6M +$1.1M +49,295 +4%
Creative Planning
7
Creative Planning
Kansas
$19.8M +$1.92M +85,786 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13.7M -$9.46M -422,890 -41%
LPL Financial
9
LPL Financial
California
$11.1M +$1.03M +45,984 +10%
LG
10
Leuthold Group
Minnesota
$9.17M -$944K -42,197 -9%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$8.15M +$6M +268,022 +273%
Financial Engines Advisors
12
Financial Engines Advisors
California
$7.01M +$871K +38,938 +14%
PFM
13
Peak Financial Management
Massachusetts
$5.87M -$45K -2,012 -0.8%
Bank of America
14
Bank of America
North Carolina
$5.59M -$1.39M -62,160 -20%
CAN
15
Cetera Advisor Networks
California
$5.46M +$190K +8,492 +4%
TA
16
Tectonic Advisors
Texas
$4.87M
Wells Fargo
17
Wells Fargo
California
$4.65M -$1.07M -47,835 -19%
UBS Group
18
UBS Group
Switzerland
$4.37M +$158K +7,060 +4%
Ameriprise
19
Ameriprise
Minnesota
$4.18M +$1.24M +55,340 +42%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$3.85M
ULWM
21
Upper Left Wealth Management
Florida
$3.74M +$1.83M +81,563 +94%
BIP
22
Blueprint Investment Partners
North Carolina
$3.68M -$3.57M -159,626 -49%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$2.73M -$850K -37,995 -24%
BFG
24
Baron Financial Group
New Jersey
$2.49M -$202K -9,025 -7%
MD
25
Money Design
Japan
$2.48M -$622K -27,815 -20%

BWX Hedge Fund Activity: Q1 2024 in Review

127 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q1 2024, worth a combined $598M — down 15% from $707M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of BWX and 18 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 40 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $6M. The largest seller was Morgan Stanley, cutting an estimated $31.4M.

  • 127 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q1 2024, down from 136 in Q4 2023.
  • Funds reported $598M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q1 2024 and 22 closed out, a net change of -4 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $6M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2024.