State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
49 hedge funds and large institutions have $150M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
17% more funds holding
Funds holding: 42 → 49 (+7)
10.67% more ownership
Funds ownership: 77.64% → 88.31% (+11%)
7% less capital invested
Capital invested by funds: $162M → $150M (-$11.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.06M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.54M |
| 3 |
COF
Capital One Financial
Mclean,
Virginia
|
+$744K |
| 4 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$488K |
| 5 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.78M |
| 2 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
-$4.83M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.59M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$1.09M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.08M |
BWZ Hedge Fund Activity: Q4 2021 in Review
49 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q4 2021, worth a combined $150M — down 7.1% from $162M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BWZ positions and 1 closed out — a net gain of 7 holders — while 17 added to existing stakes and 12 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $2.06M. The largest seller was Jane Street, cutting an estimated $7.78M.
- 49 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q4 2021, up from 42 in Q3 2021.
- Funds reported $150M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q4 2021, down 7.1% quarter-over-quarter.
- 8 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q4 2021 and 1 closed out, a net change of +7 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $2.06M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q4 2021 was Jane Street, an estimated $7.78M sold.
Based on aggregated 13F filings for Q4 2021.