State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
49 hedge funds and large institutions have $154M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
18% more capital invested
Capital invested by funds: $131M → $154M (+$23.4M)
14% more funds holding
Funds holding: 43 → 49 (+6)
8.25% more ownership
Funds ownership: 97.07% → 105.32% (+8.3%)
33% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$9.14M |
| 2 |
Jane Street
New York
|
+$2.98M |
| 3 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
+$2.96M |
| 4 |
QC
Quent Capital
New York
|
+$1.98M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$4.02M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.97M |
| 3 |
ULWM
Upper Left Wealth Management
Tampa,
Florida
|
-$2.15M |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$637K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$287K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TA
51
TrueWealth Advisors
Birmingham,
Alabama
| – | -$220K | -8,820 | Closed |
|
|
HGERS
52
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$10K | -432 | Closed |
|
53
JP Morgan Chase
New York
| – | +$77 | +3 | New |
|
BWZ Hedge Fund Activity: Q4 2022 in Review
49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q4 2022, worth a combined $154M — up 18% from $131M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BWZ positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 18 trimmed.
The largest buyer was Synergy Asset Management, opening a new position worth an estimated $9.14M. The largest seller was Mercer Global Advisors, cutting an estimated $4.02M.
- 49 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q4 2022, up from 43 in Q3 2022.
- Funds reported $154M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q4 2022, up 18% quarter-over-quarter.
- 10 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q4 2022 and 3 closed out, a net change of +7 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q4 2022 was Synergy Asset Management, an estimated $9.14M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q4 2022 was Mercer Global Advisors, an estimated $4.02M sold.
Based on aggregated 13F filings for Q4 2022.