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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

40 hedge funds and large institutions have $95.8M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $86.5M → $95.8M (+$9.3M)

3.33% more ownership

Funds ownership: 73.92%77.25% (+3.3%)

7% less funds holding

Funds holding: 4340 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

58% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 19

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
26
Cardan Capital Partners
Colorado
$336K +$328K +11,930 New
EWM
27
Empirical Wealth Management
Washington
$268K -$8.49K -309 -3%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$159K -$1.6M -58,407 -91%
VNA
29
Valley National Advisers
Pennsylvania
$73K -$26.6K -968 -27%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$61K -$162K -5,907 -73%
AIM
31
Advantage Investment Management
Iowa
$43K -$2.06K -75 -5%
SWA
32
Sutton Wealth Advisors
Florida
$33.9K
TFA
33
Transamerica Financial Advisors
Florida
$17K -$82 -3 -0.5%
LWCFA
34
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
PSUF
35
People's United Financial
Connecticut
$5K
IA
36
IFP Advisors
Florida
$4K -$3.02K -110 -42%
Citigroup
37
Citigroup
New York
$4K
PI
38
PineBridge Investments
New York
-$3.33M -125,300 Closed
GC
39
Guggenheim Capital
Illinois
-$209K -7,872 Closed
RJA
40
Raymond James & Associates
Florida
-$206K -7,732 Closed
FA
41
FDx Advisors
Illinois
-$205K -7,717 Closed
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
-$25K -955 Closed
CAL
43
Capital Analysts LLC
Pennsylvania
-$11K -425 Closed
NC
44
NewSquare Capital
Pennsylvania
-$5K -195 Closed
Creative Planning
45
Creative Planning
Kansas
+$82 +3 New

EBND Hedge Fund Activity: Q1 2017 in Review

40 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q1 2017, worth a combined $95.8M — up 11% from $86.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EBND and 5 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 8 added.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $6.2M. The largest seller was Morgan Stanley, cutting an estimated $3.65M.

  • 40 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q1 2017, down from 43 in Q4 2016.
  • Funds reported $95.8M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q1 2017 and 7 closed out, a net change of -2 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q1 2017 was Bank of New York Mellon, an estimated $6.2M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q1 2017 was Morgan Stanley, an estimated $3.65M sold.

Based on aggregated 13F filings for Q1 2017.