State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
26 hedge funds and large institutions have $86.4M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
4% more capital invested
Capital invested by funds: $82.9M → $86.4M (+$3.48M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.85% less ownership
Funds ownership: 45.59% → 43.74% (-1.8%)
7% less funds holding
Funds holding: 28 → 26 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$3.14M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.34M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.2M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$974K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$3.36M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$958K |
| 3 |
JC
Jentner Corp
Akron,
Ohio
|
-$218K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$114K |
| 5 |
Morgan Stanley
New York
|
-$66.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VKH
26
Virtu KCG Holdings
New York
| – | -$3.36M | -110,703 | Closed |
|
|
WI
27
WBI Investments
Red Bank,
New Jersey
| – | -$958K | -31,583 | Closed |
|
|
JC
28
Jentner Corp
Akron,
Ohio
| – | -$218K | -7,192 | Closed |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$9K | -300 | Closed |
|
BWZ Hedge Fund Activity: Q2 2017 in Review
26 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q2 2017, worth a combined $86.4M — up 4.2% from $82.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BWZ and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 7 added.
The largest buyer was People's United Financial, adding an estimated $3.14M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $3.36M sold.
- 26 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q2 2017, down from 28 in Q1 2017.
- Funds reported $86.4M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q2 2017, up 4.2% quarter-over-quarter.
- 3 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q2 2017 and 4 closed out, a net change of -1 holder.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q2 2017 was People's United Financial, an estimated $3.14M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q2 2017 was Virtu KCG Holdings, an estimated $3.36M sold.
Based on aggregated 13F filings for Q2 2017.