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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

29 hedge funds and large institutions have $98.6M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

14% more capital invested

Capital invested by funds: $86.4M → $98.6M (+$12.2M)

12% more funds holding

Funds holding: 2629 (+3)

3% more ownership

Funds ownership: 43.74%46.73% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
1
People's United Financial
Connecticut
$72.4M +$3.06M +95,576 +4%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$3.49M +$3.5M +109,235 New
UBS Group
3
UBS Group
Switzerland
$3.41M +$3.29M +102,605 +2,479%
LG
4
Leuthold Group
Minnesota
$3.2M -$656K -20,474 -17%
CMP
5
Courage Miller Partners
Virginia
$2.61M -$33.7K -1,052 -1%
Wells Fargo
6
Wells Fargo
California
$2.38M +$71.5K +2,232 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.12M +$1.11M +34,579 +109%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.56M -$1.55M -48,349 -50%
UCFA
9
United Capital Financial Advisors
Texas
$1.46M +$1.47M +45,783 New
Morgan Stanley
10
Morgan Stanley
New York
$1.46M -$10.6K -332 -0.7%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.42M +$26.7K +835 +2%
AA
12
Alesco Advisors
New York
$961K
W
13
Wealthfront
California
$717K +$718K +22,411 New
PHAM
14
Palisades Hudson Asset Management
Florida
$379K +$32 +1 +0%
Bank of America
15
Bank of America
North Carolina
$333K -$54K -1,685 -14%
CCM
16
Coldstream Capital Management
Washington
$283K +$283K +8,843 New
Citigroup
17
Citigroup
New York
$203K +$170K +5,304 +513%
IP
18
Intellectus Partners
California
$61K
SJIM
19
St. Johns Investment Management
Florida
$45K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$43K
M
21
MOTCO
Texas
$34K +$18.7K +585 +125%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$32K -$128K -3,998 -80%
HSA
23
Hussman Strategic Advisors
Maryland
$32K
EA
24
Edge Advisors
Georgia
$11K -$3.07K -96 -21%
WT
25
Whittier Trust
California
$7K

BWZ Hedge Fund Activity: Q3 2017 in Review

29 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 Q3 2017, worth a combined $98.6M — up 14% from $86.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BWZ positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $3.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.55M.

  • 29 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q3 2017, up from 26 in Q2 2017.
  • Funds reported $98.6M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q3 2017, up 14% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q3 2017 and 2 closed out, a net change of +3 holders.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q3 2017 was Mirae Asset Global Investments, an estimated $3.5M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $1.55M sold.

Based on aggregated 13F filings for Q3 2017.