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State Street SPDR Bloomberg International Treasury Bond ETF

123 hedge funds and large institutions have $607M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

4% more capital invested

Capital invested by funds: $585M → $607M (+$22.1M)

0% more funds holding

Funds holding: 123123 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

10.66% less ownership

Funds ownership: 67.53%56.87% (-11%)

Holders
123
Holders Change
Holders Change %
0%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
18
Increased
43
Reduced
35
Closed
18
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
$155M +$4.77M +211,199 +3%
CPO
2
Cerity Partners OCIO
New York
$95.7M +$4.27M +188,901 +5%
CCA
3
Checchi Capital Advisers
California
$88.1M +$56.9M +2,518,162 +201%
Morgan Stanley
4
Morgan Stanley
New York
$48.1M +$2.62M +115,825 +6%
Creative Planning
5
Creative Planning
Kansas
$22.3M +$735K +32,564 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.4M +$573K +25,377 +4%
BIP
7
Blueprint Investment Partners
North Carolina
$13.8M +$9.33M +413,299 +234%
LPL Financial
8
LPL Financial
California
$12.5M +$327K +14,482 +3%
Financial Engines Advisors
9
Financial Engines Advisors
California
$12.1M +$1.49M +66,080 +15%
RWP
10
RWA Wealth Partners
Massachusetts
$11.9M +$11.5M +510,777 New
LG
11
Leuthold Group
Minnesota
$9.58M -$69.4K -3,071 -0.7%
NWAG
12
Net Worth Advisory Group
Utah
$8.46M +$8.18M +362,003 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$8.31M -$147K -6,500 -2%
RFWA
14
RPg Family Wealth Advisory
Massachusetts
$8.27M +$7.66M +339,377 +2,310%
Bank of America
15
Bank of America
North Carolina
$6.11M +$556K +24,622 +10%
PFM
16
Peak Financial Management
Massachusetts
$5.93M +$44.8K +1,983 +0.8%
State Street
17
State Street
Massachusetts
$5.46M -$7.17M -317,479 -58%
TA
18
Tectonic Advisors
Texas
$5.36M +$242K +10,700 +5%
Ameriprise
19
Ameriprise
Minnesota
$4.74M +$103K +4,556 +2%
Jane Street
20
Jane Street
New York
$4.52M -$2.79M -123,569 -39%
Wells Fargo
21
Wells Fargo
California
$4.39M +$30.4K +1,344 +0.7%
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$4.04M
UBS Group
23
UBS Group
Switzerland
$3.71M +$23.3K +1,030 +0.7%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$3.1M +$287K +12,724 +11%
RCG
25
Rock Creek Group
District of Columbia
$2.98M

BWX Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q3 2024, worth a combined $607M — up 3.8% from $585M a quarter earlier.

Fund positioning in BWX was balanced in Q3 2024: 18 funds opened new positions, 18 closed out, 43 added to existing stakes and 35 trimmed.

The largest buyer was Checchi Capital Advisers, adding an estimated $56.9M. The largest seller was Charles Schwab, exiting entirely with an estimated $118M sold.

  • 123 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $607M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q3 2024, up 3.8% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q3 2024 and 18 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q3 2024 was Checchi Capital Advisers, an estimated $56.9M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q3 2024 was Charles Schwab, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2024.