BWZ icon

SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ

Overview Fund Activity

43 hedge funds and large institutions have $167M invested in 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.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
15
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$13.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.48M
3
TF
Trek Financial
Arizona
+$1.92M
4
AI
Atria Investments
North Carolina
+$1.84M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.74M

Top Sellers

1
Jane Street
Jane Street
New York
-$13.7M
2
PSUF
People's United Financial
Connecticut
-$12.7M
3
RRC
Relaxing Retirement Coach
Massachusetts
-$6.02M
4
AssetMark Inc
AssetMark Inc
California
-$2.61M
5
WCM
Windham Capital Management
Massachusetts
-$381K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$42.5M +$3.48M +105,987 +9%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$36.8M +$1.74M +53,014 +5%
Creative Planning
3
Creative Planning
Kansas
$13.1M +$13.1M +398,334 New
WCM
4
Windham Capital Management
Massachusetts
$12.6M -$381K -11,608 -3%
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$8.15M -$492 -15 -0%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.57M +$1.42M +43,275 +28%
PSUF
7
People's United Financial
Connecticut
$4.59M -$12.7M -387,786 -73%
CFGS
8
Concourse Financial Group Securities
Alabama
$4.42M -$39.6K -1,208 -0.9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.91M -$38.5K -1,173 -1%
GWM
10
Geneos Wealth Management
Colorado
$3.76M +$480K +15,076 +15%
Jane Street
11
Jane Street
New York
$2.97M -$13.7M -416,973 -82%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$2.89M -$133K -4,064 -4%
SWRP
13
Summit Wealth & Retirement Planning
California
$2.76M +$65.7K +2,002 +2%
TF
14
Trek Financial
Arizona
$1.92M +$1.92M +58,437 New
AI
15
Atria Investments
North Carolina
$1.84M +$1.84M +56,103 New
FTUS
16
Flow Traders U.S.
New York
$1.82M +$356K +10,837 +24%
RRC
17
Relaxing Retirement Coach
Massachusetts
$1.6M -$6.02M -183,426 -79%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.6M +$22.1K +674 +1%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.48M -$46K -1,406 -3%
Citadel Advisors
20
Citadel Advisors
Florida
$1.4M +$543K +16,564 +64%
CM
21
Columbus Macro
Pennsylvania
$1.18M -$18.6K -568 -2%
JCIA
22
Jackson Creek Investment Advisors
Colorado
$1.05M +$35K +1,066 +3%
Morgan Stanley
23
Morgan Stanley
New York
$998K +$82.5K +2,512 +9%
CF
24
Centaurus Financial
California
$964K +$964K +29,373 New
LPL Financial
25
LPL Financial
California
$942K +$942K +28,708 New
1
2