State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
29 hedge funds and large institutions have $98.6M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
14% more capital invested
Capital invested by funds: $86.4M → $98.6M (+$12.2M)
12% more funds holding
Funds holding: 26 → 29 (+3)
3% more ownership
Funds ownership: 43.74% → 46.73% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$3.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.29M |
| 3 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$3.06M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.47M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.55M |
| 2 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
-$722K |
| 3 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
-$656K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$128K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$54K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $5K | – | – | – |
|
|
SQA
27
Simon Quick Advisors
Morristown,
New Jersey
| $4K | – | – | – |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $3K | +$3.2K | +100 | New |
|
|
CCA
29
Checchi Capital Advisers
Beverly Hills,
California
| – | -$722K | -23,022 | Closed |
|
|
AG
30
Advisor Group
Phoenix,
Arizona
| – | -$1K | -36 | Closed |
|
BWZ Hedge Fund Activity: Q3 2017 in Review
29 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 Q3 2017, worth a combined $98.6M — up 14% from $86.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BWZ positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $3.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.55M.
- 29 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q3 2017, up from 26 in Q2 2017.
- Funds reported $98.6M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q3 2017, up 14% quarter-over-quarter.
- 5 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q3 2017 and 2 closed out, a net change of +3 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q3 2017 was Mirae Asset Global Investments, an estimated $3.5M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $1.55M sold.
Based on aggregated 13F filings for Q3 2017.