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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

36 hedge funds and large institutions have $109M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

7.82% less ownership

Funds ownership: 81.31%73.49% (-7.8%)

10% less funds holding

Funds holding: 4036 (-4)

22% less capital invested

Capital invested by funds: $139M → $109M (-$30M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
11
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.7M -$8.65M -333,038 -27%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$21M -$1.5M -57,683 -7%
QC
3
Quent Capital
New York
$19.2M +$869K +33,459 +5%
CCA
4
Checchi Capital Advisers
California
$16.6M -$3.06M -117,709 -15%
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$4.44M +$96.9K +3,730 +2%
Jane Street
6
Jane Street
New York
$3.57M +$2.09M +80,333 +136%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.41M +$236K +9,091 +7%
EWM
8
Elmwood Wealth Management
California
$3.29M +$124K +4,765 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.55M +$5.77K +222 +0.2%
Creative Planning
10
Creative Planning
Kansas
$2.53M -$50.9K -1,961 -2%
CFGS
11
Concourse Financial Group Securities
Alabama
$1.84M +$11.1K +428 +0.6%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.22M +$23.9K +922 +2%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.13M -$933K -35,908 -45%
LWAM
14
Legacy Wealth Asset Management
Minnesota
$723K +$36.4K +1,400 +5%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$713K +$722K +27,791 New
LCM
16
Lunt Capital Management
Utah
$580K -$9.22K -355 -2%
Citadel Advisors
17
Citadel Advisors
Florida
$455K +$461K +17,733 New
WCM
18
Windham Capital Management
Massachusetts
$393K
UBS Group
19
UBS Group
Switzerland
$344K +$18.7K +721 +6%
MCP
20
Martin Capital Partners
Oregon
$330K -$11.2K -433 -3%
LIM
21
Leavell Investment Management
Alabama
$324K -$3.9K -150 -1%
PHAM
22
Palisades Hudson Asset Management
Florida
$246K -$8.93K -344 -3%
Morgan Stanley
23
Morgan Stanley
New York
$235K -$5.06K -195 -2%
LFASL
24
Lugano Financial Advisors SA (LFA)
Switzerland
$200K +$35K +1,347 +21%
FMP
25
Financial Management Professionals
Texas
$92K -$15.5M -597,347 -99%

BWZ Hedge Fund Activity: Q2 2024 in Review

36 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q2 2024, worth a combined $109M — down 22% from $139M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BWZ and 3 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was Jane Street, adding an estimated $2.09M. The largest seller was Financial Management Professionals, cutting an estimated $15.5M.

  • 36 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q2 2024, down from 40 in Q1 2024.
  • Funds reported $109M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q2 2024, down 22% quarter-over-quarter.
  • 3 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q2 2024 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 2024 was Jane Street, an estimated $2.09M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q2 2024 was Financial Management Professionals, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2024.