State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
37 hedge funds and large institutions have $153M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 8 closing their positions.
27% more capital invested
Capital invested by funds: $121M → $153M (+$32M)
11.07% more ownership
Funds ownership: 52.31% → 63.38% (+11%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
8% less funds holding
Funds holding: 40 → 37 (-3)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.4M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$12.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.4M |
| 4 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$7.44M |
| 5 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.18M |
| 2 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$4.62M |
| 3 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$2.66M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.35M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.02M |
BWZ Hedge Fund Activity: Q2 2020 in Review
37 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q2 2020, worth a combined $153M — up 27% from $121M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BWZ and 5 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 13 added.
The largest buyer was Envestnet Asset Management, adding an estimated $12.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.18M sold.
- 37 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q2 2020, down from 40 in Q1 2020.
- Funds reported $153M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q2 2020, up 27% quarter-over-quarter.
- 5 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q2 2020 and 8 closed out, a net change of -3 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $12.4M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q2 2020 was Susquehanna International Group, an estimated $7.18M sold.
Based on aggregated 13F filings for Q2 2020.