State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
35 hedge funds and large institutions have $131M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 6 closing their positions.
0.48% more ownership
Funds ownership: 77.92% → 78.4% (+0.48%)
11% less capital invested
Capital invested by funds: $148M → $131M (-$16.5M)
13% less funds holding
Funds holding: 40 → 35 (-5)
41% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 17
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$3.04M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.31M |
| 3 |
QC
Quent Capital
New York
|
+$749K |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$500K |
| 5 |
DP
Denver PWM
Denver,
Colorado
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$5.96M |
| 2 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
-$3.2M |
| 3 |
Jane Street
New York
|
-$1.93M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.79M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.76M |
BWZ Hedge Fund Activity: Q3 2023 in Review
35 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q3 2023, worth a combined $131M — down 11% from $148M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BWZ and 1 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 10 added.
The largest buyer was Financial Management Professionals, adding an estimated $3.04M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $5.96M sold.
- 35 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q3 2023, down from 40 in Q2 2023.
- Funds reported $131M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q3 2023, down 11% quarter-over-quarter.
- 1 fund opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q3 2023 and 6 closed out, a net change of -5 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q3 2023 was Financial Management Professionals, an estimated $3.04M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q3 2023 was Retirement Capital Strategies, an estimated $5.96M sold.
Based on aggregated 13F filings for Q3 2023.