We are live on ! Find out more
BWZ icon

State Street SPDR Bloomberg Short Term International Treasury Bond ETF

40 hedge funds and large institutions have $175M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $169M → $175M (+$5.89M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

2.87% less ownership

Funds ownership: 61.38%58.51% (-2.9%)

18% less funds holding

Funds holding: 4940 (-9)

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
40
Holders Change
-9
Holders Change %
-18.37%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
2
Increased
12
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
1
People's United Financial
Connecticut
$91M +$1.28M +41,790 +1%
WCM
2
Windham Capital Management
Massachusetts
$28.3M +$8.43M +275,358 +43%
RRC
3
Relaxing Retirement Coach
Massachusetts
$15M +$155K +5,074 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M +$1.66M +54,272 +15%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$9.3M +$2.73M +89,233 +42%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.81M +$108K +3,513 +3%
CFGS
7
Concourse Financial Group Securities
Alabama
$2.86M +$66K +2,158 +2%
Jane Street
8
Jane Street
New York
$1.78M -$2.68M -87,509 -60%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.45M +$37.6K +1,230 +3%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.17M +$1.84K +60 +0.2%
AA
11
Alesco Advisors
New York
$934K
3C
12
361 Capital
Colorado
$908K -$2.23K -73 -0.2%
EWM
13
Elmwood Wealth Management
California
$867K +$221K +7,220 +35%
HB
14
Homrich & Berg
Georgia
$594K -$50.8K -1,660 -8%
Morgan Stanley
15
Morgan Stanley
New York
$475K -$32.2K -1,051 -6%
MCP
16
Martin Capital Partners
Oregon
$446K -$4.19K -137 -0.9%
SJIC
17
St. James Investment Company
Texas
$423K -$130K -4,254 -24%
PHAM
18
Palisades Hudson Asset Management
Florida
$382K +$367 +12 +0.1%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$322K +$48.5K +1,584 +18%
CMP
20
Courage Miller Partners
Virginia
$307K -$1.85M -60,382 -86%
IP
21
Intellectus Partners
California
$300K -$21.5K -703 -7%
LIM
22
Leavell Investment Management
Alabama
$257K +$253K +8,273 New
UBS Group
23
UBS Group
Switzerland
$140K -$27.5K -898 -17%
AAM
24
Advisors Asset Management
Colorado
$130K -$14.9K -488 -10%
Wells Fargo
25
Wells Fargo
California
$126K -$1.03M -33,662 -89%

BWZ Hedge Fund Activity: Q2 2019 in Review

40 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q2 2019, worth a combined $175M — up 3.5% from $169M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BWZ and 2 opened new positions — a net loss of 9 holders — while 13 trimmed existing stakes and 12 added.

The largest buyer was Windham Capital Management, adding an estimated $8.43M. The largest seller was Jane Street, cutting an estimated $2.68M.

  • 40 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q2 2019, down from 49 in Q1 2019.
  • Funds reported $175M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q2 2019, up 3.5% quarter-over-quarter.
  • 2 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q2 2019 and 11 closed out, a net change of -9 holders.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q2 2019 was Windham Capital Management, an estimated $8.43M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q2 2019 was Jane Street, an estimated $2.68M sold.

Based on aggregated 13F filings for Q2 2019.