State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
49 hedge funds and large institutions have $160M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
4.11% more ownership
Funds ownership: 91.89% → 96% (+4.1%)
2% more funds holding
Funds holding: 48 → 49 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $165M → $160M (-$5.64M)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$8.08M |
| 2 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
+$4.49M |
| 3 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$406K |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$293K |
| 5 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$2.18M |
| 2 |
AssetMark Inc
Concord,
California
|
-$1.64M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$718K |
| 4 |
ULWM
Upper Left Wealth Management
Tampa,
Florida
|
-$623K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$374K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
51
Meeder Asset Management
Dublin,
Ohio
| – | -$6K | -205 | Closed |
|
52
M&T Bank
Buffalo,
New York
| – | +$279K | +10,050 | New |
|
BWZ Hedge Fund Activity: Q2 2022 in Review
49 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q2 2022, worth a combined $160M — down 3.4% from $165M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BWZ positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 19 trimmed.
The largest buyer was Jane Street, adding an estimated $8.08M. The largest seller was Creative Planning, cutting an estimated $2.18M.
- 49 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q2 2022, up from 48 in Q1 2022.
- Funds reported $160M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q2 2022, down 3.4% quarter-over-quarter.
- 5 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q2 2022 and 3 closed out, a net change of +2 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q2 2022 was Jane Street, an estimated $8.08M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q2 2022 was Creative Planning, an estimated $2.18M sold.
Based on aggregated 13F filings for Q2 2022.