State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
40 hedge funds and large institutions have $170M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
25% more funds holding
Funds holding: 32 → 40 (+8)
2.58% less ownership
Funds ownership: 59.29% → 56.71% (-2.6%)
5% less capital invested
Capital invested by funds: $180M → $170M (-$9.82M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.64M |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$2.87M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.49M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.35M |
| 5 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$25.4M |
| 2 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$10.9M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$222K |
| 4 |
AssetMark Inc
Concord,
California
|
-$185K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$54.7K |
BWZ Hedge Fund Activity: Q4 2019 in Review
40 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q4 2019, worth a combined $170M — down 5.5% from $180M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BWZ positions and 4 closed out — a net gain of 8 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $5.64M. The largest seller was Windham Capital Management, cutting an estimated $25.4M.
- 40 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q4 2019, up from 32 in Q3 2019.
- Funds reported $170M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q4 2019, down 5.5% quarter-over-quarter.
- 12 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q4 2019 and 4 closed out, a net change of +8 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q4 2019 was Jane Street, an estimated $5.64M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q4 2019 was Windham Capital Management, an estimated $25.4M sold.
Based on aggregated 13F filings for Q4 2019.