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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

48 hedge funds and large institutions have $165M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

10% more capital invested

Capital invested by funds: $150M → $165M (+$15.1M)

3.58% more ownership

Funds ownership: 88.31%91.89% (+3.6%)

2% less funds holding

Funds holding: 4948 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
20
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
26
Alhambra Investment Management
Florida
$426K +$59.5K +1,992 +16%
Morgan Stanley
27
Morgan Stanley
New York
$420K -$88.4K -2,959 -17%
TA
28
TrueWealth Advisors
Alabama
$405K
LPL Financial
29
LPL Financial
California
$364K -$6.36K -213 -2%
SGI
30
Summit Global Investments
Utah
$353K
PSUF
31
People's United Financial
Connecticut
$325K +$45.1K +1,509 +16%
PHAM
32
Palisades Hudson Asset Management
Florida
$295K +$30 +1 +0%
RRC
33
Relaxing Retirement Coach
Massachusetts
$274K -$11.1K -371 -4%
LFASL
34
Lugano Financial Advisors SA (LFA)
Switzerland
$198K +$204K +6,830 New
Wells Fargo
35
Wells Fargo
California
$146K +$43.1K +1,441 +40%
CA
36
Clearstead Advisors
Ohio
$102K
Bank of America
37
Bank of America
North Carolina
$43K -$95K -3,181 -68%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$38K -$1.61K -54 -4%
HWMA
39
Heritage Wealth Management (Arizona)
Arizona
$31K +$31.8K +1,065 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$29K
APA
41
American Portfolios Advisors
New York
$27.6K
RPCA
42
Running Point Capital Advisors
California
$26K
CT
43
Caldwell Trust
Florida
$23.8K
CPA
44
Cardiff Park Advisors
California
$9K
MAM
45
Meeder Asset Management
Ohio
$6K -$25.4K -850 -81%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$4K
WT
47
Whittier Trust
California
$4K
CIAS
48
Capital Investment Advisory Services
North Carolina
$1K
JCIA
49
Jackson Creek Investment Advisors
Colorado
-$780K -25,659 Closed
COF
50
Capital One Financial
Virginia
-$735K -24,202 Closed

BWZ Hedge Fund Activity: Q1 2022 in Review

48 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q1 2022, worth a combined $165M — up 10% from $150M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BWZ and 2 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 20 added.

The largest buyer was Quent Capital, adding an estimated $11M. The largest seller was Creative Planning, cutting an estimated $3.05M.

  • 48 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q1 2022, down from 49 in Q4 2021.
  • Funds reported $165M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q1 2022, up 10% quarter-over-quarter.
  • 2 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q1 2022 and 3 closed out, a net change of -1 holder.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q1 2022 was Quent Capital, an estimated $11M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q1 2022 was Creative Planning, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2022.