State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
34 hedge funds and large institutions have $143M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
21% more funds holding
Funds holding: 28 → 34 (+6)
6% less capital inflows, than outflows
Capital inflows: $14.5M | Capital outflows: $15.5M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gerstein Fisher
New York
|
+$6.37M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.81M |
| 3 |
TCV Trust & Wealth Management
Richmond,
Virginia
|
+$1.67M |
| 4 |
Aspiriant LLC
Los Angeles,
California
|
+$844K |
| 5 |
Destination Wealth Management
Walnut Creek,
California
|
+$700K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Management Professionals
Austin,
Texas
|
-$10.9M |
| 2 |
Estate Counselors
Thiensville,
Wisconsin
|
-$1.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.18M |
| 4 |
Accuvest Global Advisors
Provo,
Utah
|
-$475K |
| 5 |
Courage Miller Partners
Norfolk,
Virginia
|
-$454K |
BWZ Hedge Fund Activity: Q4 2013 in Review
34 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q4 2013, worth a combined $143M — down 1.3% from $145M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BWZ positions and 4 closed out — a net gain of 6 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Gerstein Fisher, adding an estimated $6.37M. The largest seller was Financial Management Professionals, cutting an estimated $10.9M.
- 34 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q4 2013, up from 28 in Q3 2013.
- Funds reported $143M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q4 2013, down 1.3% quarter-over-quarter.
- 10 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q4 2013 and 4 closed out, a net change of +6 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q4 2013 was Gerstein Fisher, an estimated $6.37M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q4 2013 was Financial Management Professionals, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2013.