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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

48 hedge funds and large institutions have $165M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

10% more capital invested

Capital invested by funds: $150M → $165M (+$15.1M)

3.58% more ownership

Funds ownership: 88.31%91.89% (+3.6%)

2% less funds holding

Funds holding: 4948 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
20
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$44.1M +$226K +7,563 +0.5%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$40.5M +$562K +18,823 +1%
Jane Street
3
Jane Street
New York
$15M +$9.68M +323,893 +168%
QC
4
Quent Capital
New York
$11.6M +$11M +367,449 +1,234%
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$7.69M
Creative Planning
6
Creative Planning
Kansas
$5.99M -$3.05M -101,933 -33%
CCA
7
Checchi Capital Advisers
California
$5.32M +$1.62M +54,257 +42%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.66M -$230K -7,704 -6%
CFGS
9
Concourse Financial Group Securities
Alabama
$3.5M -$490K -16,404 -12%
WCFA
10
Walkner Condon Financial Advisors
Wisconsin
$2.98M +$151K +5,056 +5%
GWM
11
Geneos Wealth Management
Colorado
$2.79M +$60.7K +2,032 +2%
SWRP
12
Summit Wealth & Retirement Planning
California
$2.73M -$929K -31,096 -25%
ULWM
13
Upper Left Wealth Management
Florida
$2.64M +$2.75M +92,002 +916%
EWM
14
Elmwood Wealth Management
California
$2.6M +$1.31M +43,984 +97%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.92M +$96.1K +3,215 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.81M -$763K -25,548 -29%
AssetMark Inc
17
AssetMark Inc
California
$1.73M +$1.77M +59,191 +73,075%
UBS Group
18
UBS Group
Switzerland
$908K -$160K -5,368 -15%
LWAM
19
Legacy Wealth Asset Management
Minnesota
$863K +$41.3K +1,384 +5%
WCM
20
Windham Capital Management
Massachusetts
$671K +$3.62K +121 +0.5%
MCP
21
Martin Capital Partners
Oregon
$655K -$6.6K -221 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$638K +$134K +4,492 +21%
LIM
23
Leavell Investment Management
Alabama
$551K +$124K +4,166 +28%
FTUS
24
Flow Traders U.S.
New York
$543K -$152K -5,096 -21%
DP
25
Denver PWM
Colorado
$448K +$78.3K +2,622 +20%

BWZ Hedge Fund Activity: Q1 2022 in Review

48 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q1 2022, worth a combined $165M — up 10% from $150M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BWZ and 2 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 20 added.

The largest buyer was Quent Capital, adding an estimated $11M. The largest seller was Creative Planning, cutting an estimated $3.05M.

  • 48 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q1 2022, down from 49 in Q4 2021.
  • Funds reported $165M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q1 2022, up 10% quarter-over-quarter.
  • 2 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q1 2022 and 3 closed out, a net change of -1 holder.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q1 2022 was Quent Capital, an estimated $11M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q1 2022 was Creative Planning, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2022.