State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
40 hedge funds and large institutions have $148M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.
9% more capital invested
Capital invested by funds: $136M → $148M (+$11.8M)
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 44 → 40 (-4)
11.52% less ownership
Funds ownership: 89.44% → 77.92% (-12%)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$6.04M |
| 2 |
Jane Street
New York
|
+$4.75M |
| 3 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
+$2.97M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.03M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.28M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.84M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.49M |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$767K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$337K |
BWZ Hedge Fund Activity: Q2 2023 in Review
40 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q2 2023, worth a combined $148M — up 8.7% from $136M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BWZ and 3 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 15 added.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $6.04M. The largest seller was Envestnet Asset Management, cutting an estimated $2.28M.
- 40 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q2 2023, down from 44 in Q1 2023.
- Funds reported $148M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q2 2023, up 8.7% quarter-over-quarter.
- 3 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q2 2023 and 7 closed out, a net change of -4 holders.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q2 2023 was Retirement Capital Strategies, an estimated $6.04M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $2.28M sold.
Based on aggregated 13F filings for Q2 2023.