State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
28 hedge funds and large institutions have $145M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 5 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11% more capital invested
Capital invested by funds: $130M → $145M (+$14.9M)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0.51% less ownership
Funds ownership: 61.16% → 60.65% (-0.51%)
3% less funds holding
Funds holding: 29 → 28 (-1)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$10.7M |
| 2 |
GF
Gerstein Fisher
New York
|
+$3.49M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.9M |
| 4 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$466K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$430K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$3.42M |
| 2 |
Morgan Stanley
New York
|
-$1.08M |
| 3 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
-$1.05M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$816K |
| 5 |
Goldman Sachs
New York
|
-$653K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
26
Whittier Trust
South Pasadena,
California
| $24K | – | – | – |
|
|
ECM
27
ETrade Capital Management
Arlington,
Virginia
| $20K | +$389 | +11 | +2% |
|
|
TAIM
28
TD Ameritrade Investment Management
Omaha,
Nebraska
| $6K | – | – | – |
|
|
RIA
29
Regal Investment Advisors
Kentwood,
Michigan
| $2K | -$256K | -7,230 | -99% |
|
30
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $14 | -$647K | -18,295 | -98% |
|
|
AL
31
Aspiriant LLC
Los Angeles,
California
| – | -$816K | -23,424 | Closed |
|
|
32
Goldman Sachs
New York
| – | -$653K | -18,752 | Closed |
|
|
CFA
33
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$196K | -5,642 | Closed |
|
|
PP
34
Palladium Partners
Norfolk,
Virginia
| – | -$114K | -3,269 | Closed |
|
|
RNS
35
Robert N. Shapiro
| – | -$87K | -2,500 | Closed |
|
BWZ Hedge Fund Activity: Q3 2013 in Review
28 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q3 2013, worth a combined $145M — up 11% from $130M a quarter earlier.
Fund positioning in BWZ was balanced in Q3 2013: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 10 trimmed.
The largest buyer was Financial Management Professionals, opening a new position worth an estimated $10.7M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $3.42M.
- 28 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q3 2013, down from 29 in Q2 2013.
- Funds reported $145M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q3 2013, up 11% quarter-over-quarter.
- 5 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q3 2013 and 5 closed out, a net change of 0 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q3 2013 was Financial Management Professionals, an estimated $10.7M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q3 2013 was Retirement Planning Group (Kansas), an estimated $3.42M sold.
Based on aggregated 13F filings for Q3 2013.