State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
56 hedge funds and large institutions have $216M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
45% more capital invested
Capital invested by funds: $150M → $216M (+$66.6M)
37% more funds holding
Funds holding: 41 → 56 (+15)
9.35% more ownership
Funds ownership: 55.83% → 65.18% (+9.3%)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$25.5M |
| 2 |
Jane Street
New York
|
+$24.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.5M |
| 4 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$8.41M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$6.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$3.68M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.44M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.48M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.84M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$703K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
51
Whittier Trust
South Pasadena,
California
| $5K | -$2.44K | -76 | -35% |
|
52
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $4K | +$3.85K | +120 | New |
|
|
SWM
53
SeaCrest Wealth Management
Purchase,
New York
| $2K | – | – | – |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $2K | – | – | – |
|
|
M
55
MOTCO
San Antonio,
Texas
| $1K | -$10.1K | -316 | -87% |
|
|
WI
56
WBI Investments
Red Bank,
New Jersey
| – | -$1.84M | -55,542 | Closed |
|
|
MCP
57
Martin Capital Partners
Eugene,
Oregon
| – | -$208K | -6,291 | Closed |
|
|
AIP
58
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$188K | -5,677 | Closed |
|
|
PFA
59
Pathway Financial Advisors
South Burlington,
Vermont
| – | -$22K | -661 | Closed |
|
|
ACA
60
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$132 | -4 | Closed |
|
BWZ Hedge Fund Activity: Q2 2018 in Review
56 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q2 2018, worth a combined $216M — up 45% from $150M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new BWZ positions and 5 closed out — a net gain of 15 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was State Street, opening a new position worth an estimated $25.5M. The largest seller was Mirae Asset Global Investments, cutting an estimated $3.68M.
- 56 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q2 2018, up from 41 in Q1 2018.
- Funds reported $216M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q2 2018, up 45% quarter-over-quarter.
- 20 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q2 2018 and 5 closed out, a net change of +15 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q2 2018 was State Street, an estimated $25.5M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q2 2018 was Mirae Asset Global Investments, an estimated $3.68M sold.
Based on aggregated 13F filings for Q2 2018.