We are live on ! Find out more
EBND icon

State Street SPDR Bloomberg Emerging Markets Local Bond ETF

43 hedge funds and large institutions have $86.5M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% more ownership

Funds ownership: 72.57%73.92% (+1.3%)

19% less funds holding

Funds holding: 5343 (-10)

34% less capital invested

Capital invested by funds: $132M → $86.5M (-$45M)

59% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 22

67% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
-10
Holders Change %
-18.87%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
9
Reduced
22
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$214K -$3.2M -118,162 -94%
GC
27
Guggenheim Capital
Illinois
$209K -$50.4K -1,865 -19%
RJA
28
Raymond James & Associates
Florida
$206K -$758K -28,027 -78%
FA
29
FDx Advisors
Illinois
$205K +$209K +7,717 New
VNA
30
Valley National Advisers
Pennsylvania
$94K -$23.4K -867 -20%
AIM
31
Advantage Investment Management
Iowa
$42K -$1.54M -57,029 -97%
SWA
32
Sutton Wealth Advisors
Florida
$32K +$31.9K +1,180 +5,130%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$25K -$192K -7,081 -88%
TFA
34
Transamerica Financial Advisors
Florida
$16K -$3.33M -123,011 -100%
MFS
35
MSI Financial Services
Massachusetts
$16K
CAL
36
Capital Analysts LLC
Pennsylvania
$11K
IA
37
IFP Advisors
Florida
$7K -$77.6K -2,868 -92%
NC
38
NewSquare Capital
Pennsylvania
$5K -$11.4M -420,515 -100%
LWCFA
39
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
PSUF
40
People's United Financial
Connecticut
$5K
Citigroup
41
Citigroup
New York
$4K -$48.3K -1,787 -92%
PFS
42
Prospera Financial Services
Texas
-$7.02M -247,797 Closed
Bank of New York Mellon
43
Bank of New York Mellon
New York
-$3.67M -129,645 Closed
Ameriprise
44
Ameriprise
Minnesota
-$1.88M -66,345 Closed
Stifel Financial
45
Stifel Financial
Missouri
-$1.63M -57,518 Closed
Baird Financial Group
46
Baird Financial Group
Wisconsin
-$1.46M -51,515 Closed
HIM
47
Hillsdale Investment Management
Ontario, Canada
-$884K -31,200 Closed
LNC
48
Lincoln National Corp
Pennsylvania
-$441K -15,576 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$399K -14,092 Closed
CC
50
Callan Capital
California
-$383K -13,503 Closed

EBND Hedge Fund Activity: Q4 2016 in Review

43 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q4 2016, worth a combined $86.5M — down 34% from $132M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EBND and 5 opened new positions — a net loss of 10 holders — while 22 trimmed existing stakes and 9 added.

The largest buyer was Choate Investment Advisors, opening a new position worth an estimated $11.4M. The largest seller was NewSquare Capital, cutting an estimated $11.4M.

  • 43 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q4 2016, down from 53 in Q3 2016.
  • Funds reported $86.5M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q4 2016, down 34% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q4 2016 and 15 closed out, a net change of -10 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q4 2016 was Choate Investment Advisors, an estimated $11.4M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q4 2016 was NewSquare Capital, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2016.