State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
42 hedge funds and large institutions have $156M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 9 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
0.46% more ownership
Funds ownership: 78.2% → 78.66% (+0.46%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 44 → 42 (-2)
6% less capital invested
Capital invested by funds: $167M → $156M (-$10.5M)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.19M |
| 2 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
+$3.08M |
| 3 |
AssetMark Inc
Concord,
California
|
+$2.08M |
| 4 |
Jane Street
New York
|
+$1.59M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.68M |
| 2 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$2.94M |
| 3 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$1.92M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.84M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| – | +$32 | +1 | New |
|
BWZ Hedge Fund Activity: Q1 2021 in Review
42 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q1 2021, worth a combined $156M — down 6.3% from $167M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BWZ and 7 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 19 added.
The largest buyer was Mercer Global Advisors, adding an estimated $3.19M. The largest seller was Royal Bank of Canada, cutting an estimated $3.68M.
- 42 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q1 2021, down from 44 in Q4 2020.
- Funds reported $156M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q1 2021, down 6.3% quarter-over-quarter.
- 7 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q1 2021 and 9 closed out, a net change of -2 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q1 2021 was Mercer Global Advisors, an estimated $3.19M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $3.68M sold.
Based on aggregated 13F filings for Q1 2021.