State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
36 hedge funds and large institutions have $142M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
8% more capital invested
Capital invested by funds: $131M → $142M (+$10.8M)
3% more funds holding
Funds holding: 35 → 36 (+1)
1.39% more ownership
Funds ownership: 78.4% → 79.79% (+1.4%)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QC
Quent Capital
New York
|
+$7.43M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.78M |
| 3 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
+$2.1M |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$912K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.74M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.81M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.39M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.06M |
| 5 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
-$1.03M |
BWZ Hedge Fund Activity: Q4 2023 in Review
36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q4 2023, worth a combined $142M — up 8.2% from $131M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BWZ positions and 5 closed out — a net gain of 1 holder — while 12 added to existing stakes and 15 trimmed.
The largest buyer was Quent Capital, adding an estimated $7.43M. The largest seller was Jane Street, exiting entirely with an estimated $6.74M sold.
- 36 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q4 2023, up from 35 in Q3 2023.
- Funds reported $142M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q4 2023, up 8.2% quarter-over-quarter.
- 6 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q4 2023 and 5 closed out, a net change of +1 holder.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q4 2023 was Quent Capital, an estimated $7.43M added.
- The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q4 2023 was Jane Street, an estimated $6.74M sold.
Based on aggregated 13F filings for Q4 2023.