State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
48 hedge funds and large institutions have $193M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 9 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more capital invested
Capital invested by funds: $166M → $193M (+$27.4M)
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
2.97% more ownership
Funds ownership: 62.54% → 65.51% (+3%)
6% less funds holding
Funds holding: 51 → 48 (-3)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$23.9M |
| 2 |
AssetMark Inc
Concord,
California
|
+$7.08M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.95M |
| 4 |
Jane Street
New York
|
+$4.25M |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$11.9M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$3.78M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$791K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$640K |
| 5 |
Millennium Management
New York
|
-$372K |
BWZ Hedge Fund Activity: Q4 2018 in Review
48 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q4 2018, worth a combined $193M — up 17% from $166M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BWZ and 7 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 15 added.
The largest buyer was Windham Capital Management, adding an estimated $23.9M. The largest seller was People's United Financial, cutting an estimated $11.9M.
- 48 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q4 2018, down from 51 in Q3 2018.
- Funds reported $193M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q4 2018, up 17% quarter-over-quarter.
- 7 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q4 2018 and 9 closed out, a net change of -2 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q4 2018 was Windham Capital Management, an estimated $23.9M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q4 2018 was People's United Financial, an estimated $11.9M sold.
Based on aggregated 13F filings for Q4 2018.