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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

50 hedge funds and large institutions have $145M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 1

742% more capital invested

Capital invested by funds: $17.2M → $145M (+$128M)

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

92% more funds holding

Funds holding: 2650 (+24)

44.57% more ownership

Funds ownership: 29.74%74.32% (+45%)

Holders
50
Holders Change
+24
Holders Change %
+92.31%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
12
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFS
26
VSR Financial Services
Kansas
$439K +$426K +15,758 New
LNC
27
Lincoln National Corp
Pennsylvania
$414K +$403K +14,879 New
CC
28
Callan Capital
California
$376K
HSA
29
HBK Sorce Advisory
Pennsylvania
$357K
IP
30
Investment Partners
Ohio
$297K +$288K +10,657 New
EWM
31
Empirical Wealth Management
Washington
$278K +$2.84K +105 +1%
HIIFS
32
Harel Insurance Investments & Financial Services
Israel
$240K +$233K +8,600 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$216K +$209K +7,738 New
WA
34
WFG Advisors
Texas
$145K +$141K +5,207 New
VNA
35
Valley National Advisers
Pennsylvania
$123K -$8.61K -318 -7%
IA
36
IFP Advisors
Florida
$93K +$90.1K +3,330 New
CAL
37
Capital Analysts LLC
Pennsylvania
$45.3K
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$36K +$35.1K +1,296 New
FTUS
39
Flow Traders U.S.
New York
$23K +$22.7K +837 New
MFS
40
MSI Financial Services
Massachusetts
$19K +$3.08K +114 +20%
CFA
41
CT Financial Advisors
Pennsylvania
$14.5K +$14.1K +520 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$11K -$6.66K -246 -38%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K +$8.79K +325 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$8K +$7.52K +278 New
LWCFA
45
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
PSUF
46
People's United Financial
Connecticut
$5K
Citigroup
47
Citigroup
New York
$4K
SWA
48
Sutton Wealth Advisors
Florida
$641
BCM
49
Bluefin Capital Management
New York
-$2.96M -109,748 Closed

EBND Hedge Fund Activity: Q2 2016 in Review

50 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q2 2016, worth a combined $145M — up 742% from $17.2M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EBND positions and 1 closed out — a net gain of 24 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was NewSquare Capital, opening a new position worth an estimated $27M. The largest seller was Bluefin Capital Management, exiting entirely with an estimated $2.96M sold.

  • 50 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q2 2016, up from 26 in Q1 2016.
  • Funds reported $145M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q2 2016, up 742% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q2 2016 and 1 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q2 2016 was NewSquare Capital, an estimated $27M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q2 2016 was Bluefin Capital Management, an estimated $2.96M sold.

Based on aggregated 13F filings for Q2 2016.