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State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ

29 hedge funds and large institutions have $130M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2013 Q2 according to their latest regulatory filings, with 29 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.16% more ownership

Funds ownership: 0% → 61.16% (+61%)

Holders
29
Holders Change
+29
Holders Change %
–
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
29
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1
Gerstein Fisher
New York
$88.7M +$89.9M +2,548,807 New
FA
2
FCG Advisors
New Jersey
$6.3M +$6.38M +180,808 New
LG
3
Leuthold Group
Minnesota
$5.89M +$5.96M +169,035 New
EC
4
Estate Counselors
Wisconsin
$5.26M +$5.32M +150,730 New
CMP
5
Courage Miller Partners
Virginia
$4.46M +$4.52M +128,158 New
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$3.7M +$3.75M +106,339 New
GF
7
Genworth Financial
Virginia
$3.17M +$3.21M +91,121 New
Morgan Stanley
8
Morgan Stanley
New York
$1.96M +$1.98M +56,230 New
DWM
9
Destination Wealth Management
California
$1.61M +$1.63M +46,275 New
LS
10
Lattice Strategies
Pennsylvania
$1.6M +$1.62M +45,995 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$902K +$914K +25,919 New
AL
12
Aspiriant LLC
California
$816K +$826K +23,424 New
Wells Fargo
13
Wells Fargo
California
$763K +$772K +21,894 New
U
14
UBS
Switzerland
$681K +$690K +19,550 New
Goldman Sachs
15
Goldman Sachs
New York
$653K +$662K +18,752 New
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$650K +$659K +18,670 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$635K +$643K +18,239 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$542K +$549K +15,575 New
Bank of America
19
Bank of America
North Carolina
$518K +$525K +14,878 New
MFS
20
MSI Financial Services
Massachusetts
$311K +$316K +8,944 New
RIA
21
Regal Investment Advisors
Michigan
$254K +$257K +7,282 New
CFA
22
Camarda Financial Advisors
Florida
$196K +$199K +5,642 New
PP
23
Palladium Partners
Virginia
$114K +$115K +3,269 New
JIR
24
James Investment Research
Ohio
$99K – – –
RNS
25
Robert N. Shapiro
$87K +$88.2K +2,500 New
1
2

BWZ Hedge Fund Activity: Q2 2013 in Review

29 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q2 2013, worth a combined $130M.

Buyers outnumbered sellers: 29 funds opened new BWZ positions and 0 closed out — a net gain of 29 holders — while 0 added to existing stakes and 0 trimmed.

  • 29 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $130M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q2 2013.
  • 29 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q2 2013 and 0 closed out, a net change of +29 holders.

Based on aggregated 13F filings for Q2 2013.