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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

43 hedge funds and large institutions have $165M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 5

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more capital invested

Capital invested by funds: $156M → $165M (+$8.48M)

2% more funds holding

Funds holding: 4243 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.26% less ownership

Funds ownership: 78.66%77.4% (-1.3%)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
25
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
26
Leavell Investment Management
Alabama
$462K
SGI
27
Summit Global Investments
Utah
$385K
AIM
28
Alhambra Investment Management
Florida
$373K +$33.9K +1,054 +10%
PHAM
29
Palisades Hudson Asset Management
Florida
$320K +$9.9K +308 +3%
LPL Financial
30
LPL Financial
California
$310K +$314K +9,764 New
Wells Fargo
31
Wells Fargo
California
$263K +$81.9K +2,549 +44%
DP
32
Denver PWM
Colorado
$234K +$237K +7,358 New
CA
33
Clearstead Advisors
Ohio
$111K
Bank of America
34
Bank of America
North Carolina
$70K +$15.6K +484 +28%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$43K +$42.6K +1,324 New
MAM
36
Meeder Asset Management
Ohio
$33K
APA
37
American Portfolios Advisors
New York
$30.1K
CT
38
Caldwell Trust
Florida
$26K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$12K +$12.2K +379 +37,900%
WT
40
Whittier Trust
California
$5K
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$4.72K +147 New
AssetMark Inc
42
AssetMark Inc
California
$3K -$2.07M -64,339 -100%
CAAS
43
Capital Asset Advisory Services
Michigan
$3K
TCMP
44
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$584K -18,537 Closed
EDRH
45
Edmond de Rothschild Holding
Switzerland
-$230K -7,293 Closed
WAP
46
Wealthcare Advisory Partners
Pennsylvania
-$9K -300 Closed
AIC
47
Ameritas Investment Company
Nebraska
-$5.58K -177 Closed

BWZ Hedge Fund Activity: Q2 2021 in Review

43 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q2 2021, worth a combined $165M — up 5.4% from $156M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BWZ positions and 4 closed out — a net gain of 1 holder — while 25 added to existing stakes and 5 trimmed.

The largest buyer was Checchi Capital Advisers, adding an estimated $2.91M. The largest seller was AssetMark Inc, cutting an estimated $2.07M.

  • 43 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q2 2021, up from 42 in Q1 2021.
  • Funds reported $165M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q2 2021 and 4 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q2 2021 was Checchi Capital Advisers, an estimated $2.91M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q2 2021 was AssetMark Inc, an estimated $2.07M sold.

Based on aggregated 13F filings for Q2 2021.