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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

34 hedge funds and large institutions have $160M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more funds holding

Funds holding: 3234 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.43% less ownership

Funds ownership: 60.41%59.97% (-0.43%)

3% less capital invested

Capital invested by funds: $165M → $160M (-$5.78M)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
14
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GF
1
Gerstein Fisher
New York
$102M -$4.43M -124,511 -4%
WCM
2
Windham Capital Management
Massachusetts
$11.4M +$139K +3,895 +1%
Jane Street
3
Jane Street
New York
$6.66M +$6.08M +170,913 +689%
FA
4
FCG Advisors
New Jersey
$6.63M -$701K -19,680 -10%
LG
5
Leuthold Group
Minnesota
$6.54M +$739K +20,766 +12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.13M +$3.02M +84,804 +231%
CMP
7
Courage Miller Partners
Virginia
$3.7M +$65.7K +1,845 +2%
AssetMark Inc
8
AssetMark Inc
California
$3.69M +$565K +15,867 +17%
U
9
UBS
Switzerland
$2.49M +$94.9K +2,665 +4%
DWM
10
Destination Wealth Management
California
$2.44M +$137K +3,858 +6%
VKH
11
Virtu KCG Holdings
New York
$2.1M +$2.19M +61,558 New
TTWM
12
TCV Trust & Wealth Management
Virginia
$1.88M +$15.7K +440 +0.8%
BCM
13
Bluefin Capital Management
New York
$1.56M +$131K +3,685 +9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$746K +$91.2K +2,562 +13%
Wells Fargo
15
Wells Fargo
California
$739K -$161K -4,526 -17%
Morgan Stanley
16
Morgan Stanley
New York
$480K -$81.7K -2,295 -14%
FIG
17
Fusion Investment Group
Pennsylvania
$471K -$17.2K -484 -3%
AL
18
Aspiriant LLC
California
$462K
PAS
19
Partnervest Advisory Services
California
$373K -$641 -18 -0.2%
PHAM
20
Palisades Hudson Asset Management
Florida
$363K +$12.3K +345 +3%
MFS
21
MSI Financial Services
Massachusetts
$303K +$61.4K +1,725 +24%
Bank of America
22
Bank of America
North Carolina
$248K -$55K -1,544 -17%
JIR
23
James Investment Research
Ohio
$85K
MAA
24
Managed Account Advisors
New Jersey
$80K +$32K +898 +61%
AIG
25
American International Group
New York
$48.7K

BWZ Hedge Fund Activity: Q3 2014 in Review

34 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q3 2014, worth a combined $160M — down 3.5% from $165M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BWZ positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $6.08M. The largest seller was Gerstein Fisher, cutting an estimated $4.43M.

  • 34 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q3 2014, up from 32 in Q2 2014.
  • Funds reported $160M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q3 2014, down 3.5% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q3 2014 and 4 closed out, a net change of +2 holders.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q3 2014 was Jane Street, an estimated $6.08M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q3 2014 was Gerstein Fisher, an estimated $4.43M sold.

Based on aggregated 13F filings for Q3 2014.