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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

56 hedge funds and large institutions have $216M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

45% more capital invested

Capital invested by funds: $150M → $216M (+$66.6M)

37% more funds holding

Funds holding: 4156 (+15)

9.35% more ownership

Funds ownership: 55.83%65.18% (+9.3%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
56
Holders Change
+15
Holders Change %
+36.59%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
12
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
26
Intellectus Partners
California
$418K
Stifel Financial
27
Stifel Financial
Missouri
$407K +$415K +12,939 New
RJA
28
Raymond James & Associates
Florida
$405K -$703K -21,900 -63%
PHAM
29
Palisades Hudson Asset Management
Florida
$394K +$20.2K +630 +5%
TSS
30
Two Sigma Securities
New York
$270K +$277K +8,636 New
CCM
31
Crabel Capital Management
California
$239K +$245K +7,630 New
UWM
32
USAdvisors Wealth Management
Minnesota
$214K +$64 +2 +0%
CG
33
Colony Group
Massachusetts
$213K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$202K +$207K +6,444 New
AG
35
Advisor Group
Arizona
$201K +$206K +6,435 New
RTS
36
Round Table Services
New Jersey
$200K +$205K +6,393 New
UBS Group
37
UBS Group
Switzerland
$190K -$3.44M -107,320 -95%
APA
38
American Portfolios Advisors
New York
$122K +$5.04K +157 +4%
IA
39
IFP Advisors
Florida
$99K +$101K +3,157 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$56K
AAM
41
Advisors Asset Management
Colorado
$41K +$34.5K +1,075 +437%
GSC
42
G&S Capital
Colorado
$41K +$41.9K +1,305 New
GWM
43
Geneos Wealth Management
Colorado
$34K +$35.3K +1,100 New
Citigroup
44
Citigroup
New York
$32K
HSA
45
Hussman Strategic Advisors
Maryland
$31K
NC
46
NewSquare Capital
Pennsylvania
$16K +$16.5K +515 New
DWM
47
Destination Wealth Management
California
$13K
EA
48
Edge Advisors
Georgia
$11K
CFD
49
Creative Financial Designs
Indiana
$10K
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$10K +$9.63K +300 +1,200%

BWZ Hedge Fund Activity: Q2 2018 in Review

56 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q2 2018, worth a combined $216M — up 45% from $150M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BWZ positions and 5 closed out — a net gain of 15 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $25.5M. The largest seller was Mirae Asset Global Investments, cutting an estimated $3.68M.

  • 56 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q2 2018, up from 41 in Q1 2018.
  • Funds reported $216M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q2 2018, up 45% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q2 2018 and 5 closed out, a net change of +15 holders.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q2 2018 was State Street, an estimated $25.5M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q2 2018 was Mirae Asset Global Investments, an estimated $3.68M sold.

Based on aggregated 13F filings for Q2 2018.