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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

39 hedge funds and large institutions have $168M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $153M → $168M (+$14.9M)

6% more ownership

Funds ownership: 63.38%69.37% (+6%)

5% more funds holding

Funds holding: 3739 (+2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
16
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$37.3M +$942K +30,076 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$33.5M +$1.57M +50,051 +5%
PSUF
3
People's United Financial
Connecticut
$16.6M -$1.39M -44,237 -8%
Jane Street
4
Jane Street
New York
$15.9M +$9.05M +288,907 +132%
WCM
5
Windham Capital Management
Massachusetts
$12.4M +$1.61M +51,552 +15%
Bank Julius Baer & Co
6
Bank Julius Baer & Co
Switzerland
$7.79M
RRC
7
Relaxing Retirement Coach
Massachusetts
$7.29M +$1.82M +58,216 +33%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.92M +$3.43M +109,356 +230%
CFGS
9
Concourse Financial Group Securities
Alabama
$4.26M +$90.6K +2,893 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.78M -$40.3K -1,286 -1%
GWM
11
Geneos Wealth Management
Colorado
$3.24M +$80.2K +2,559 +3%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$2.89M +$2.88M +92,004 New
SWRP
13
Summit Wealth & Retirement Planning
California
$2.57M +$61.6K +1,966 +2%
AssetMark Inc
14
AssetMark Inc
California
$2.22M +$2.21M +70,644 New
MML Investors Services
15
MML Investors Services
Massachusetts
$1.5M +$85.7K +2,737 +6%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.47M +$1.46M +46,639 New
FTUS
17
Flow Traders U.S.
New York
$1.4M -$198K -6,329 -12%
CM
18
Columbus Macro
Pennsylvania
$1.15M -$47.5K -1,516 -4%
EWM
19
Elmwood Wealth Management
California
$1.07M
JCIA
20
Jackson Creek Investment Advisors
Colorado
$972K +$970K +30,974 New
Morgan Stanley
21
Morgan Stanley
New York
$876K +$44.3K +1,415 +5%
Citadel Advisors
22
Citadel Advisors
Florida
$816K -$2M -63,833 -71%
UBS Group
23
UBS Group
Switzerland
$536K +$110K +3,512 +26%
MCP
24
Martin Capital Partners
Oregon
$493K -$2.82K -90 -0.6%
LIM
25
Leavell Investment Management
Alabama
$397K +$100K +3,191 +34%

BWZ Hedge Fund Activity: Q3 2020 in Review

39 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q3 2020, worth a combined $168M — up 9.8% from $153M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BWZ positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $9.05M. The largest seller was Ameriprise, exiting entirely with an estimated $11.7M sold.

  • 39 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q3 2020, up from 37 in Q2 2020.
  • Funds reported $168M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q3 2020, up 9.8% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q3 2020 and 4 closed out, a net change of +3 holders.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q3 2020 was Jane Street, an estimated $9.05M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q3 2020 was Ameriprise, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2020.