State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
44 hedge funds and large institutions have $167M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
13% more funds holding
Funds holding: 39 → 44 (+5)
8.83% more ownership
Funds ownership: 69.37% → 78.2% (+8.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $168M → $167M (-$964K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$12.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.4M |
| 3 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$1.87M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.8M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$13.4M |
| 2 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$12.4M |
| 3 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$5.88M |
| 4 |
AssetMark Inc
Concord,
California
|
-$2.26M |
| 5 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$372K |
BWZ Hedge Fund Activity: Q4 2020 in Review
44 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q4 2020, worth a combined $167M — down 0.58% from $168M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BWZ positions and 2 closed out — a net gain of 7 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $12.8M. The largest seller was Jane Street, cutting an estimated $13.4M.
- 44 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q4 2020, up from 39 in Q3 2020.
- Funds reported $167M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q4 2020, down 0.58% quarter-over-quarter.
- 9 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q4 2020 and 2 closed out, a net change of +7 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q4 2020 was Creative Planning, an estimated $12.8M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q4 2020 was Jane Street, an estimated $13.4M sold.
Based on aggregated 13F filings for Q4 2020.