BWZ icon

SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ

Overview Fund Activity

43 hedge funds and large institutions have $167M invested in SPDR Bloomberg Short Term International Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
15
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$13.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.48M
3
TF
Trek Financial
Arizona
+$1.92M
4
AI
Atria Investments
North Carolina
+$1.84M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.74M

Top Sellers

1
Jane Street
Jane Street
New York
-$13.7M
2
PSUF
People's United Financial
Connecticut
-$12.7M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$6.02M
4
AssetMark Inc
AssetMark Inc
California
-$2.61M
5
WCM
Windham Capital Management
Massachusetts
-$381K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCMP
26
Thrive Capital Management (Pennsylvania)
Pennsylvania
$761K +$761K +23,182 New
UBS Group
27
UBS Group
Switzerland
$702K +$142K +4,342 +25%
LWAM
28
Legacy Wealth Asset Management
Minnesota
$658K +$658K +20,055 New
MCP
29
Martin Capital Partners
Oregon
$568K +$52.1K +1,589 +10%
LIM
30
Leavell Investment Management
Alabama
$442K +$27.7K +843 +7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$376K +$376K +11,461 New
CCA
32
Checchi Capital Advisers
California
$374K – – –
PHAM
33
Palisades Hudson Asset Management
Florida
$321K – – –
AIM
34
Alhambra Investment Management
Florida
$280K +$98 +3 +0%
Wells Fargo
35
Wells Fargo
California
$184K -$43.1K -1,316 -19%
CA
36
Clearstead Advisors
Ohio
$115K – – –
Bank of America
37
Bank of America
North Carolina
$84K +$18.2K +552 +28%
Osaic Holdings
38
Osaic Holdings
Arizona
$68K -$27.8K -839 -29%
APA
39
American Portfolios Advisors
New York
$31.1K – – –
MAM
40
Meeder Asset Management
Ohio
$7K +$7K +205 New
WT
41
Whittier Trust
California
$5K – – –
AssetMark Inc
42
AssetMark Inc
California
$3K -$2.61M -70,563 -100%
CAAS
43
Capital Asset Advisory Services
Michigan
$3K – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$241K -7,687 Closed
State Street
45
State Street
Massachusetts
– -$208K -6,635 Closed
1
2