State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
51 hedge funds and large institutions have $166M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 14 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.64% less ownership
Funds ownership: 65.18% → 62.54% (-2.6%)
9% less funds holding
Funds holding: 56 → 51 (-5)
23% less capital invested
Capital invested by funds: $216M → $166M (-$50.5M)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
53% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$15.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.05M |
| 3 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$2.73M |
| 4 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$705K |
| 5 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
+$705K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$24.8M |
| 2 |
Jane Street
New York
|
-$22M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.3M |
| 4 |
VF
Virtu Financial
New York
|
-$3.63M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.69M |
BWZ Hedge Fund Activity: Q3 2018 in Review
51 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q3 2018, worth a combined $166M — down 23% from $216M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of BWZ and 10 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 9 added.
The largest buyer was Windham Capital Management, opening a new position worth an estimated $15.6M. The largest seller was State Street, exiting entirely with an estimated $24.8M sold.
- 51 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q3 2018, down from 56 in Q2 2018.
- Funds reported $166M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q3 2018, down 23% quarter-over-quarter.
- 10 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q3 2018 and 14 closed out, a net change of -4 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q3 2018 was Windham Capital Management, an estimated $15.6M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q3 2018 was State Street, an estimated $24.8M sold.
Based on aggregated 13F filings for Q3 2018.