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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

65 hedge funds and large institutions have $469M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $441M → $469M (+$27.9M)

1.04% more ownership

Funds ownership: 84.57%85.61% (+1%)

4% less funds holding

Funds holding: 6865 (-3)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$320K -$10.9K -410 -3%
JIR
27
James Investment Research
Ohio
$285K
TSS
28
Two Sigma Securities
New York
$256K -$288K -10,855 -53%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$246K +$248K +9,343 New
IB
30
Intrust Bank
Kansas
$241K -$199K -7,495 -45%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$238K +$240K +9,036 New
HIIFS
32
Harel Insurance Investments & Financial Services
Israel
$226K -$345K -13,000 -60%
MLFP
33
MPS Loria Financial Planners
Illinois
$220K +$4.43K +167 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$200K -$55.9K -2,104 -22%
IWMA
35
Ironwood Wealth Management (Arizona)
Arizona
$108K +$38.3K +1,441 +54%
AAM
36
Advisors Asset Management
Colorado
$58K +$19.8K +747 +52%
SWP
37
Stratos Wealth Partners
Ohio
$53K +$53.5K +2,015 New
VNA
38
Valley National Advisers
Pennsylvania
$51K -$2.76K -104 -5%
SWA
39
Sutton Wealth Advisors
Florida
$44.6K
FGAM
40
Financial Gravity Asset Management
Texas
$44K +$2.36K +89 +6%
IA
41
IFP Advisors
Florida
$29K -$30.8K -1,161 -51%
JA
42
JOYN Advisors
Georgia
$25K -$18.1K -682 -42%
JP Morgan Chase
43
JP Morgan Chase
New York
$23K +$23.7K +891 New
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$20K +$20.3K +765 New
GRP
45
Global Retirement Partners
California
$17K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$9K +$7.78K +293 +488%
TFA
47
Transamerica Financial Advisors
Florida
$8K -$27 -1 -0.4%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$5K -$28.5K -1,074 -86%
AIM
49
Advantage Investment Management
Iowa
$5K
LWCFA
50
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K

EBND Hedge Fund Activity: Q3 2018 in Review

65 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q3 2018, worth a combined $469M — up 6.3% from $441M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EBND and 13 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 19 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $34.8M. The largest seller was Choate Investment Advisors, cutting an estimated $7.99M.

  • 65 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q3 2018, down from 68 in Q2 2018.
  • Funds reported $469M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q3 2018, up 6.3% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q3 2018 and 16 closed out, a net change of -3 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q3 2018 was Charles Schwab Investment Advisory, an estimated $34.8M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q3 2018 was Choate Investment Advisors, an estimated $7.99M sold.

Based on aggregated 13F filings for Q3 2018.