State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
49 hedge funds and large institutions have $169M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 48 → 49 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4.13% less ownership
Funds ownership: 65.51% → 61.38% (-4.1%)
13% less capital invested
Capital invested by funds: $193M → $169M (-$24.4M)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$3.84M |
| 2 |
CCM
Crabel Capital Management
Los Angeles,
California
|
+$1.57M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.26M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$19.7M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$7.29M |
| 3 |
AssetMark Inc
Concord,
California
|
-$7.09M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.36M |
| 5 |
Jane Street
New York
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
51
United Capital Financial Advisors
Irving,
Texas
| – | -$1.05M | -34,289 | Closed |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| – | -$17K | -562 | Closed |
|
53
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$4K | -120 | Closed |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1K | -40 | Closed |
|
BWZ Hedge Fund Activity: Q1 2019 in Review
49 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q1 2019, worth a combined $169M — down 13% from $193M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BWZ positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 16 trimmed.
The largest buyer was People's United Financial, adding an estimated $3.84M. The largest seller was Windham Capital Management, cutting an estimated $19.7M.
- 49 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q1 2019, up from 48 in Q4 2018.
- Funds reported $169M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q1 2019, down 13% quarter-over-quarter.
- 7 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q1 2019 and 6 closed out, a net change of +1 holder.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q1 2019 was People's United Financial, an estimated $3.84M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q1 2019 was Windham Capital Management, an estimated $19.7M sold.
Based on aggregated 13F filings for Q1 2019.