State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
41 hedge funds and large institutions have $150M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
25% more capital invested
Capital invested by funds: $120M → $150M (+$29.7M)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
5% more funds holding
Funds holding: 39 → 41 (+2)
3.25% more ownership
Funds ownership: 52.58% → 55.83% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$14.4M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$7.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.12M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.99M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LG
Leuthold Group
Minneapolis,
Minnesota
|
-$3.19M |
| 2 |
Jane Street
New York
|
-$2.56M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.51M |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$431K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$309K |
BWZ Hedge Fund Activity: Q1 2018 in Review
41 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q1 2018, worth a combined $150M — up 25% from $120M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BWZ positions and 7 closed out — a net gain of 2 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was People's United Financial, adding an estimated $14.4M. The largest seller was Leuthold Group, exiting entirely with an estimated $3.19M sold.
- 41 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q1 2018, up from 39 in Q4 2017.
- Funds reported $150M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q1 2018, up 25% quarter-over-quarter.
- 9 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q1 2018 and 7 closed out, a net change of +2 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q1 2018 was People's United Financial, an estimated $14.4M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q1 2018 was Leuthold Group, an estimated $3.19M sold.
Based on aggregated 13F filings for Q1 2018.