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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

28 hedge funds and large institutions have $82.9M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 2928 (-1)

4.96% less ownership

Funds ownership: 50.55%45.59% (-5%)

5% less capital invested

Capital invested by funds: $87.3M → $82.9M (-$4.37M)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
5
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
1
People's United Financial
Connecticut
$62.6M +$6.46M +215,709 +12%
LG
2
Leuthold Group
Minnesota
$3.66M -$6.98K -233 -0.2%
VKH
3
Virtu KCG Holdings
New York
$3.36M -$7.71M -257,481 -70%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.05M +$180K +6,015 +6%
CMP
5
Courage Miller Partners
Virginia
$2.52M -$86K -2,873 -3%
KKAMG
6
Kernodle & Katon Asset Management Group
Arkansas
$1.52M -$78K -2,605 -5%
Morgan Stanley
7
Morgan Stanley
New York
$1.46M -$210K -7,013 -13%
Wells Fargo
8
Wells Fargo
California
$1.01M +$54.5K +1,820 +6%
WI
9
WBI Investments
New Jersey
$958K +$946K +31,583 New
AA
10
Alesco Advisors
New York
$911K +$86.8K +2,900 +11%
CCA
11
Checchi Capital Advisers
California
$698K +$689K +23,022 New
PHAM
12
Palisades Hudson Asset Management
Florida
$359K +$449 +15 +0.1%
Bank of America
13
Bank of America
North Carolina
$261K -$161K -5,383 -38%
JC
14
Jentner Corp
Ohio
$218K -$24.4K -814 -10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$141K -$243K -8,109 -64%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$41K
Citigroup
17
Citigroup
New York
$31K -$17.1K -570 -36%
HSA
18
Hussman Strategic Advisors
Maryland
$30K
SJIM
19
St. Johns Investment Management
Florida
$26K +$25.5K +850 New
UBS Group
20
UBS Group
Switzerland
$18K -$49K -1,636 -74%
M
21
MOTCO
Texas
$14K +$13.6K +454 New
EA
22
Edge Advisors
Georgia
$13K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$9K
WT
24
Whittier Trust
California
$7K -$6.59K -220 -50%
SPIA
25
Steward Partners Investment Advisory
New York
$4K

BWZ Hedge Fund Activity: Q1 2017 in Review

28 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q1 2017, worth a combined $82.9M — down 5% from $87.3M a quarter earlier.

Fund positioning in BWZ was balanced in Q1 2017: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 11 trimmed.

The largest buyer was People's United Financial, adding an estimated $6.46M. The largest seller was Virtu KCG Holdings, cutting an estimated $7.71M.

  • 28 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q1 2017, down from 29 in Q4 2016.
  • Funds reported $82.9M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q1 2017, down 5% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q1 2017 and 5 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q1 2017 was People's United Financial, an estimated $6.46M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q1 2017 was Virtu KCG Holdings, an estimated $7.71M sold.

Based on aggregated 13F filings for Q1 2017.