State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
29 hedge funds and large institutions have $87.3M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.14% less ownership
Funds ownership: 53.69% → 50.55% (-3.1%)
6% less funds holding
Funds holding: 31 → 29 (-2)
12% less capital invested
Capital invested by funds: $99.1M → $87.3M (-$11.8M)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$56.1M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$8.37M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.26M |
| 4 |
Jane Street
New York
|
+$1.21M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
+$868K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
-$425K |
| 2 |
PI
PineBridge Investments
New York
|
-$353K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$327K |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
-$124K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$80K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $9K | -$5.16K | -170 | -36% |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $4K | +$4.98K | +164 | New |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $1K | -$2.49K | -82 | -69% |
|
|
PI
29
PineBridge Investments
New York
| – | -$353K | -11,100 | Closed |
|
|
30
Envestnet Asset Management
Chicago,
Illinois
| – | -$327K | -10,271 | Closed |
|
|
AA
31
Advisory Alpha
Holland,
Michigan
| – | -$124K | -3,899 | Closed |
|
|
CWM
32
Concert Wealth Management
San Jose,
California
| – | -$80K | -2,500 | Closed |
|
33
BlackRock
New York
| – | -$22K | -689 | Closed |
|
34
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$10K | -310 | Closed |
|
35
AssetMark Inc
Concord,
California
| – | -$3K | -99 | Closed |
|
BWZ Hedge Fund Activity: Q4 2016 in Review
29 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q4 2016, worth a combined $87.3M — down 12% from $99.1M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BWZ and 6 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 8 added.
The largest buyer was People's United Financial, opening a new position worth an estimated $56.1M. The largest seller was Courage Miller Partners, cutting an estimated $425K.
- 29 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q4 2016, down from 31 in Q3 2016.
- Funds reported $87.3M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q4 2016, down 12% quarter-over-quarter.
- 6 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q4 2016 and 7 closed out, a net change of -1 holder.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q4 2016 was People's United Financial, an estimated $56.1M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q4 2016 was Courage Miller Partners, an estimated $425K sold.
Based on aggregated 13F filings for Q4 2016.