We are live on ! Find out more
BWX icon

State Street SPDR Bloomberg International Treasury Bond ETF

131 hedge funds and large institutions have $533M invested in State Street SPDR Bloomberg International Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

7% more funds holding

Funds holding: 123131 (+8)

2.34% less ownership

Funds ownership: 56.87%54.53% (-2.3%)

12% less capital invested

Capital invested by funds: $607M → $533M (-$73.9M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
44
Reduced
37
Closed
15
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
$152M +$10.4M +472,740 +7%
CPO
2
Cerity Partners OCIO
New York
$98.3M +$11M +496,435 +12%
Morgan Stanley
3
Morgan Stanley
New York
$42.7M -$1.45M -65,826 -3%
CCA
4
Checchi Capital Advisers
California
$30M -$52.3M -2,368,530 -63%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.1M +$10.3M +464,723 +70%
Creative Planning
6
Creative Planning
Kansas
$20.2M -$241K -10,931 -1%
Financial Engines Advisors
7
Financial Engines Advisors
California
$11.5M +$479K +21,723 +4%
LPL Financial
8
LPL Financial
California
$11.3M -$130K -5,909 -1%
ACA
9
Ackerman Capital Advisors
Texas
$8.83M +$9.11M +412,910 New
LG
10
Leuthold Group
Minnesota
$8.44M -$349K -15,803 -4%
Jane Street
11
Jane Street
New York
$7.93M +$3.91M +177,160 +91%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.68M +$70.3K +3,187 +0.9%
NWAG
13
Net Worth Advisory Group
Utah
$7.45M -$304K -13,773 -4%
RFWA
14
RPg Family Wealth Advisory
Massachusetts
$7.35M -$229K -10,354 -3%
UBS Group
15
UBS Group
Switzerland
$5.83M +$2.51M +113,745 +72%
Bank of America
16
Bank of America
North Carolina
$5.1M -$506K -22,934 -9%
PFM
17
Peak Financial Management
Massachusetts
$5.05M -$399K -18,073 -7%
TA
18
Tectonic Advisors
Texas
$4.91M
Ameriprise
19
Ameriprise
Minnesota
$4.69M +$362K +16,407 +8%
AAS
20
Avantax Advisory Services
Texas
$4.31M +$4.45M +201,544 New
BIP
21
Blueprint Investment Partners
North Carolina
$4.14M -$8.76M -396,782 -67%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$3.93M +$1.13M +51,155 +39%
Wells Fargo
23
Wells Fargo
California
$3.74M -$283K -12,815 -7%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$3.7M
ULWM
25
Upper Left Wealth Management
Florida
$2.85M +$97.6K +4,424 +3%

BWX Hedge Fund Activity: Q4 2024 in Review

131 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) for Q4 2024, worth a combined $533M — down 12% from $607M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BWX positions and 15 closed out — a net gain of 9 holders — while 44 added to existing stakes and 37 trimmed.

The largest buyer was Cerity Partners OCIO, adding an estimated $11M. The largest seller was Checchi Capital Advisers, cutting an estimated $52.3M.

  • 131 institutional investors held State Street SPDR Bloomberg International Treasury Bond ETF (BWX) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $533M of State Street SPDR Bloomberg International Treasury Bond ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg International Treasury Bond ETF positions in Q4 2024 and 15 closed out, a net change of +9 holders.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF buyer in Q4 2024 was Cerity Partners OCIO, an estimated $11M added.
  • The largest State Street SPDR Bloomberg International Treasury Bond ETF seller in Q4 2024 was Checchi Capital Advisers, an estimated $52.3M sold.

Based on aggregated 13F filings for Q4 2024.