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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

42 hedge funds and large institutions have $162M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

0.24% more ownership

Funds ownership: 77.4%77.64% (+0.24%)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less capital invested

Capital invested by funds: $165M → $162M (-$2.92M)

2% less funds holding

Funds holding: 4342 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
19
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$340K +$345K +10,951 New
RRC
27
Relaxing Retirement Coach
Massachusetts
$338K -$181K -5,724 -35%
PHAM
28
Palisades Hudson Asset Management
Florida
$314K
DP
29
Denver PWM
Colorado
$306K +$78.8K +2,500 +34%
Wells Fargo
30
Wells Fargo
California
$163K -$96.1K -3,046 -37%
CA
31
Clearstead Advisors
Ohio
$109K
Bank of America
32
Bank of America
North Carolina
$100K +$31.4K +997 +45%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$42K
MAM
34
Meeder Asset Management
Ohio
$33K
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$31K +$31.5K +1,000 New
APA
36
American Portfolios Advisors
New York
$29.4K
CT
37
Caldwell Trust
Florida
$25.5K
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$5K
WT
39
Whittier Trust
California
$4K
AssetMark Inc
40
AssetMark Inc
California
$3K
CAAS
41
Capital Asset Advisory Services
Michigan
$3K
CIAS
42
Capital Investment Advisory Services
North Carolina
$1K +$1.23K +39 New
CF
43
Centaurus Financial
California
-$1.63M -51,172 Closed
Ameriprise
44
Ameriprise
Minnesota
-$1.49M -46,954 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
-$12K -380 Closed

BWZ Hedge Fund Activity: Q3 2021 in Review

42 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q3 2021, worth a combined $162M — down 1.8% from $165M a quarter earlier.

Fund positioning in BWZ was balanced in Q3 2021: 3 funds opened new positions, 3 closed out, 19 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $8.8M. The largest seller was Windham Capital Management, cutting an estimated $11.1M.

  • 42 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q3 2021, down from 43 in Q2 2021.
  • Funds reported $162M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q3 2021, down 1.8% quarter-over-quarter.
  • 3 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q3 2021 and 3 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q3 2021 was Jane Street, an estimated $8.8M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q3 2021 was Windham Capital Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2021.