State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
40 hedge funds and large institutions have $121M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 4 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 40 → 40 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.4% less ownership
Funds ownership: 56.71% → 52.31% (-4.4%)
29% less capital invested
Capital invested by funds: $170M → $121M (-$49.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$9.07M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.32M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.37M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.88M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$58.9M |
| 2 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$7.35M |
| 3 |
AssetMark Inc
Concord,
California
|
-$6.36M |
| 4 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
-$927K |
| 5 |
Morgan Stanley
New York
|
-$326K |
BWZ Hedge Fund Activity: Q1 2020 in Review
40 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q1 2020, worth a combined $121M — down 29% from $170M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BWZ positions and 4 closed out — a net gain of 1 holder — while 19 added to existing stakes and 9 trimmed.
The largest buyer was Windham Capital Management, adding an estimated $9.07M. The largest seller was People's United Financial, cutting an estimated $58.9M.
- 40 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $121M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q1 2020, down 29% quarter-over-quarter.
- 5 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q1 2020 and 4 closed out, a net change of +1 holder.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q1 2020 was Windham Capital Management, an estimated $9.07M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q1 2020 was People's United Financial, an estimated $58.9M sold.
Based on aggregated 13F filings for Q1 2020.