State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
43 hedge funds and large institutions have $165M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 5
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more capital invested
Capital invested by funds: $156M → $165M (+$8.48M)
2% more funds holding
Funds holding: 42 → 43 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.26% less ownership
Funds ownership: 78.66% → 77.4% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
+$2.91M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.64M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.43M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.2M |
| 5 |
Jane Street
New York
|
+$875K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$2.07M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$825K |
| 3 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$807K |
| 4 |
TCMP
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
-$584K |
| 5 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$463K |
BWZ Hedge Fund Activity: Q2 2021 in Review
43 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q2 2021, worth a combined $165M — up 5.4% from $156M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BWZ positions and 4 closed out — a net gain of 1 holder — while 25 added to existing stakes and 5 trimmed.
The largest buyer was Checchi Capital Advisers, adding an estimated $2.91M. The largest seller was AssetMark Inc, cutting an estimated $2.07M.
- 43 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q2 2021, up from 42 in Q1 2021.
- Funds reported $165M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q2 2021, up 5.4% quarter-over-quarter.
- 5 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q2 2021 and 4 closed out, a net change of +1 holder.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q2 2021 was Checchi Capital Advisers, an estimated $2.91M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q2 2021 was AssetMark Inc, an estimated $2.07M sold.
Based on aggregated 13F filings for Q2 2021.