State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
43 hedge funds and large institutions have $131M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 7 closing their positions.
1.07% more ownership
Funds ownership: 96% → 97.07% (+1.1%)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
12% less funds holding
Funds holding: 49 → 43 (-6)
18% less capital invested
Capital invested by funds: $160M → $131M (-$29.2M)
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
+$3.79M |
| 2 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$682K |
| 3 |
ULWM
Upper Left Wealth Management
Tampa,
Florida
|
+$340K |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$198K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$183K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
-$7.12M |
| 2 |
Jane Street
New York
|
-$5.95M |
| 3 |
QC
Quent Capital
New York
|
-$4.33M |
| 4 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
-$2.81M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.32M |
BWZ Hedge Fund Activity: Q3 2022 in Review
43 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q3 2022, worth a combined $131M — down 18% from $160M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BWZ and 1 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 17 added.
The largest buyer was Checchi Capital Advisers, adding an estimated $3.79M. The largest seller was Bank Julius Baer & Co, exiting entirely with an estimated $7.12M sold.
- 43 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q3 2022, down from 49 in Q2 2022.
- Funds reported $131M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q3 2022, down 18% quarter-over-quarter.
- 1 fund opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q3 2022 and 7 closed out, a net change of -6 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q3 2022 was Checchi Capital Advisers, an estimated $3.79M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q3 2022 was Bank Julius Baer & Co, an estimated $7.12M sold.
Based on aggregated 13F filings for Q3 2022.