State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
40 hedge funds and large institutions have $139M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
11% more funds holding
Funds holding: 36 → 40 (+4)
1.52% more ownership
Funds ownership: 79.79% → 81.31% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $142M → $139M (-$2.79M)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QC
Quent Capital
New York
|
+$2.25M |
| 2 |
Jane Street
New York
|
+$1.57M |
| 3 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$1.26M |
| 4 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
+$641K |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$615K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.36M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$786K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$309K |
| 4 |
Morgan Stanley
New York
|
-$260K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$234K |
BWZ Hedge Fund Activity: Q1 2024 in Review
40 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q1 2024, worth a combined $139M — down 2% from $142M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BWZ positions and 2 closed out — a net gain of 4 holders — while 13 added to existing stakes and 16 trimmed.
The largest buyer was Quent Capital, adding an estimated $2.25M. The largest seller was Mercer Global Advisors, cutting an estimated $2.36M.
- 40 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q1 2024, up from 36 in Q4 2023.
- Funds reported $139M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q1 2024, down 2% quarter-over-quarter.
- 6 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q1 2024 was Quent Capital, an estimated $2.25M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q1 2024 was Mercer Global Advisors, an estimated $2.36M sold.
Based on aggregated 13F filings for Q1 2024.