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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

86 hedge funds and large institutions have $604M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

13% more capital invested

Capital invested by funds: $532M → $604M (+$71.7M)

9% more funds holding

Funds holding: 7986 (+7)

2.97% less ownership

Funds ownership: 83.66%80.69% (-3%)

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
27
Reduced
21
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
26
Harel Insurance Investments & Financial Services
Israel
$673K +$446K +16,400 +191%
AII
27
AGF Investments Inc
Ontario, Canada
$653K +$81.3K +2,992 +14%
LNC
28
Lincoln National Corp
Pennsylvania
$622K +$628K +23,110 New
APC
29
Aspire Private Capital
North Carolina
$552K +$35.7K +1,315 +7%
RRWA
30
Rainey & Randall Wealth Advisors
Florida
$441K
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$384K -$33.9K -1,249 -8%
CCP
32
Cardan Capital Partners
Colorado
$379K -$54.4K -2,001 -12%
Ameriprise
33
Ameriprise
Minnesota
$361K +$352K +12,964 +2,446%
JIR
34
James Investment Research
Ohio
$332K
SEI Investments
35
SEI Investments
Pennsylvania
$289K -$766K -28,184 -72%
IB
36
Intrust Bank
Kansas
$254K +$7.39K +272 +3%
FFN
37
Focus Financial Network
Minnesota
$248K +$250K +9,211 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$220K +$222K +8,161 New
UBS Group
39
UBS Group
Switzerland
$188K -$20.5K -754 -10%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$156K -$133K -4,898 -46%
BHWM
41
Bay Harbor Wealth Management
Maryland
$137K +$1.03K +38 +0.8%
AIS
42
Accurate Investment Solutions
Pennsylvania
$119K +$120K +4,428 New
CA
43
Cetera Advisors
Colorado
$94K +$95.1K +3,500 New
AAM
44
Advisors Asset Management
Colorado
$55K -$2.37K -87 -4%
FGAM
45
Financial Gravity Asset Management
Texas
$52K +$52K +1,912 New
SWA
46
Sutton Wealth Advisors
Florida
$45.7K
US Bancorp
47
US Bancorp
Minnesota
$40K +$40.5K +1,489 New
AG
48
Advisor Group
Arizona
$37K +$36K +1,323 +2,646%
VNA
49
Valley National Advisers
Pennsylvania
$35K
CFGS
50
Concourse Financial Group Securities
Alabama
$33K

EBND Hedge Fund Activity: Q1 2019 in Review

86 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q1 2019, worth a combined $604M — up 13% from $532M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EBND positions and 16 closed out — a net gain of 8 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $44.7M. The largest seller was BCWM LLC, exiting entirely with an estimated $17.4M sold.

  • 86 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q1 2019, up from 79 in Q4 2018.
  • Funds reported $604M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q1 2019 and 16 closed out, a net change of +8 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $44.7M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q1 2019 was BCWM LLC, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2019.