State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
40 hedge funds and large institutions have $105M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
11% more funds holding
Funds holding: 36 → 40 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
4% less capital invested
Capital invested by funds: $109M → $105M (-$4.77M)
9.13% less ownership
Funds ownership: 73.49% → 64.35% (-9.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$19.2M |
| 2 |
QC
Quent Capital
New York
|
+$475K |
| 3 |
G
GenTrust
Miami,
Florida
|
+$324K |
| 4 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$200K |
| 5 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$173K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$14.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.2M |
| 3 |
Jane Street
New York
|
-$3.19M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$455K |
| 5 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
-$196K |
BWZ Hedge Fund Activity: Q3 2024 in Review
40 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q3 2024, worth a combined $105M — down 4.4% from $109M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BWZ positions and 4 closed out — a net gain of 4 holders — while 13 added to existing stakes and 13 trimmed.
The largest buyer was Financial Management Professionals, adding an estimated $19.2M. The largest seller was Mercer Global Advisors, cutting an estimated $14.5M.
- 40 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q3 2024, up from 36 in Q2 2024.
- Funds reported $105M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q3 2024, down 4.4% quarter-over-quarter.
- 8 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q3 2024 was Financial Management Professionals, an estimated $19.2M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q3 2024 was Mercer Global Advisors, an estimated $14.5M sold.
Based on aggregated 13F filings for Q3 2024.