State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
32 hedge funds and large institutions have $180M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 12 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
3% more capital invested
Capital invested by funds: $175M → $180M (+$5M)
0.78% more ownership
Funds ownership: 58.51% → 59.29% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
20% less funds holding
Funds holding: 40 → 32 (-8)
67% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$6.67M |
| 2 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$3.15M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.5M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.58M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$2.07M |
| 2 |
Jane Street
New York
|
-$1.78M |
| 3 |
AA
Alesco Advisors
Pittsford,
New York
|
-$934K |
| 4 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$594K |
| 5 |
SJIC
St. James Investment Company
Southlake,
Texas
|
-$423K |
BWZ Hedge Fund Activity: Q3 2019 in Review
32 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q3 2019, worth a combined $180M — up 2.9% from $175M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BWZ and 4 opened new positions — a net loss of 8 holders — while 8 trimmed existing stakes and 14 added.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $6.67M. The largest seller was Concourse Financial Group Securities, cutting an estimated $2.07M.
- 32 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q3 2019, down from 40 in Q2 2019.
- Funds reported $180M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q3 2019, up 2.9% quarter-over-quarter.
- 4 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q3 2019 and 12 closed out, a net change of -8 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q3 2019 was AssetMark Inc, an estimated $6.67M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q3 2019 was Concourse Financial Group Securities, an estimated $2.07M sold.
Based on aggregated 13F filings for Q3 2019.