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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

39 hedge funds and large institutions have $120M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

34% more funds holding

Funds holding: 2939 (+10)

22% more capital invested

Capital invested by funds: $98.6M → $120M (+$21.3M)

5.85% more ownership

Funds ownership: 46.73%52.58% (+5.8%)

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
11
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
1
People's United Financial
Connecticut
$75.9M +$3.17M +99,749 +4%
RRC
2
Relaxing Retirement Coach
Massachusetts
$15.2M +$15M +472,570 New
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$3.76M +$246K +7,741 +7%
LG
4
Leuthold Group
Minnesota
$3.19M -$24.2K -760 -0.8%
CMP
5
Courage Miller Partners
Virginia
$2.59M -$28.5K -895 -1%
Jane Street
6
Jane Street
New York
$2.56M +$2.54M +79,865 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.51M +$2.48M +78,102 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.46M +$331K +10,404 +16%
UBS Group
9
UBS Group
Switzerland
$1.7M -$1.71M -53,883 -50%
UCFA
10
United Capital Financial Advisors
Texas
$1.49M +$17.4K +546 +1%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.48M +$51.6K +1,623 +4%
Morgan Stanley
12
Morgan Stanley
New York
$1.33M -$133K -4,180 -9%
Wells Fargo
13
Wells Fargo
California
$1.07M -$1.31M -41,105 -55%
AA
14
Alesco Advisors
New York
$965K
W
15
Wealthfront
California
$720K
BCM
16
Bluefin Capital Management
New York
$431K +$427K +13,410 New
IP
17
Intellectus Partners
California
$429K +$365K +11,459 +606%
PHAM
18
Palisades Hudson Asset Management
Florida
$382K +$1.05K +33 +0.3%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$285K -$1.27M -39,802 -82%
UWM
20
USAdvisors Wealth Management
Minnesota
$227K +$225K +7,074 New
CG
21
Colony Group
Massachusetts
$219K +$217K +6,820 New
MCP
22
Martin Capital Partners
Oregon
$214K +$212K +6,652 New
Citigroup
23
Citigroup
New York
$204K
Bank of America
24
Bank of America
North Carolina
$197K -$135K -4,249 -41%
APA
25
American Portfolios Advisors
New York
$120K +$119K +3,740 New

BWZ Hedge Fund Activity: Q4 2017 in Review

39 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q4 2017, worth a combined $120M — up 22% from $98.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BWZ positions and 3 closed out — a net gain of 10 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was People's United Financial, adding an estimated $3.17M. The largest seller was UBS Group, cutting an estimated $1.71M.

  • 39 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q4 2017, up from 29 in Q3 2017.
  • Funds reported $120M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q4 2017, up 22% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q4 2017 and 3 closed out, a net change of +10 holders.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q4 2017 was People's United Financial, an estimated $3.17M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q4 2017 was UBS Group, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2017.