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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 4243 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.26% less ownership

Funds ownership: 78.66%77.4% (-1.3%)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
25
Reduced
5
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
$44M +$1.43M +44,422 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$39.9M +$1.2M +37,185 +3%
WCM
3
Windham Capital Management
Massachusetts
$11.9M +$852K +26,513 +8%
Creative Planning
4
Creative Planning
Kansas
$11.2M -$825K -25,670 -7%
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$7.88M +$161 +5 +0%
CCA
6
Checchi Capital Advisers
California
$6.25M +$2.91M +90,382 +85%
Jane Street
7
Jane Street
New York
$5.3M +$875K +27,213 +19%
CFGS
8
Concourse Financial Group Securities
Alabama
$4.57M +$192K +5,975 +4%
GWM
9
Geneos Wealth Management
Colorado
$4.38M +$728K +22,660 +20%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.2M +$259K +8,063 +6%
SWRP
11
Summit Wealth & Retirement Planning
California
$3.29M +$93.1K +2,897 +3%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$3.2M +$450K +14,007 +16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.83M +$99K +3,079 +4%
EWM
14
Elmwood Wealth Management
California
$1.89M +$73K +2,270 +4%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.75M +$118K +3,670 +7%
CF
16
Centaurus Financial
California
$1.63M +$1.64M +51,172 New
Ameriprise
17
Ameriprise
Minnesota
$1.49M +$152K +4,738 +11%
UBS Group
18
UBS Group
Switzerland
$1.27M +$92.1K +2,866 +8%
JCIA
19
Jackson Creek Investment Advisors
Colorado
$1.13M +$77.5K +2,412 +7%
PSUF
20
People's United Financial
Connecticut
$754K -$807K -25,117 -51%
LWAM
21
Legacy Wealth Asset Management
Minnesota
$721K +$10.6K +330 +1%
MCP
22
Martin Capital Partners
Oregon
$688K +$83.5K +2,599 +14%
Morgan Stanley
23
Morgan Stanley
New York
$625K -$68.1K -2,117 -10%
RRC
24
Relaxing Retirement Coach
Massachusetts
$527K -$463K -14,410 -46%
Osaic Holdings
25
Osaic Holdings
Arizona
$472K +$391K +12,173 +452%

BWZ Hedge Fund Activity: Q2 2021 in Review

43 of the 5,745 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.