We are live on ! Find out more
BWZ icon

State Street SPDR Bloomberg Short Term International Treasury Bond ETF

26 hedge funds and large institutions have $86.4M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

4% more capital invested

Capital invested by funds: $82.9M → $86.4M (+$3.48M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.85% less ownership

Funds ownership: 45.59%43.74% (-1.8%)

7% less funds holding

Funds holding: 2826 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
1
People's United Financial
Connecticut
$68M +$3.14M +102,196 +5%
LG
2
Leuthold Group
Minnesota
$3.78M -$6.12K -199 -0.2%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.04M -$114K -3,720 -4%
CMP
4
Courage Miller Partners
Virginia
$2.6M -$6.52K -212 -0.3%
Wells Fargo
5
Wells Fargo
California
$2.27M +$1.2M +39,090 +118%
Morgan Stanley
6
Morgan Stanley
New York
$1.44M -$66.1K -2,150 -4%
MML Investors Services
7
MML Investors Services
Massachusetts
$1.37M +$1.34M +43,652 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$993K +$974K +31,650 New
AA
9
Alesco Advisors
New York
$943K
CCA
10
Checchi Capital Advisers
California
$722K
Bank of America
11
Bank of America
North Carolina
$379K +$106K +3,435 +40%
PHAM
12
Palisades Hudson Asset Management
Florida
$371K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$156K +$10.7K +349 +8%
UBS Group
14
UBS Group
Switzerland
$130K +$109K +3,550 +603%
IP
15
Intellectus Partners
California
$59K +$58.2K +1,892 New
SJIM
16
St. Johns Investment Management
Florida
$44K +$17.4K +565 +66%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$42K
Citigroup
18
Citigroup
New York
$32K
HSA
19
Hussman Strategic Advisors
Maryland
$31K
M
20
MOTCO
Texas
$15K +$461 +15 +3%
EA
21
Edge Advisors
Georgia
$14K
WT
22
Whittier Trust
California
$7K
SPIA
23
Steward Partners Investment Advisory
New York
$5K
SQA
24
Simon Quick Advisors
New Jersey
$4K
AG
25
Advisor Group
Arizona
$1K

BWZ Hedge Fund Activity: Q2 2017 in Review

26 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q2 2017, worth a combined $86.4M — up 4.2% from $82.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BWZ and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 7 added.

The largest buyer was People's United Financial, adding an estimated $3.14M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $3.36M sold.

  • 26 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q2 2017, down from 28 in Q1 2017.
  • Funds reported $86.4M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q2 2017, up 4.2% quarter-over-quarter.
  • 3 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q2 2017 and 4 closed out, a net change of -1 holder.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q2 2017 was People's United Financial, an estimated $3.14M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q2 2017 was Virtu KCG Holdings, an estimated $3.36M sold.

Based on aggregated 13F filings for Q2 2017.