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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

110 hedge funds and large institutions have $749M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

0.02% more ownership

Funds ownership: 87.3%87.33% (+0.02%)

8% less funds holding

Funds holding: 119110 (-9)

15% less capital invested

Capital invested by funds: $882M → $749M (-$133M)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

Holders
110
Holders Change
-9
Holders Change %
-7.56%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
38
Reduced
29
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
26
Valtinson Bruner Financial Planning
Minnesota
$1.35M +$32K +1,193 +2%
CST
27
Charles Schwab Trust
Nevada
$1.29M -$1.76M -65,780 -56%
NRI
28
NFP Retirement Inc
California
$1.2M -$418K -15,604 -24%
LPL Financial
29
LPL Financial
California
$1.08M +$745K +27,823 +170%
Osaic Holdings
30
Osaic Holdings
Arizona
$1M +$1.29M +48,035 New
PAS
31
Park Avenue Securities
New York
$900K +$266K +9,912 +37%
AC
32
Athanor Capital
New York
$857K +$938K +35,000 New
Ameriprise
33
Ameriprise
Minnesota
$772K +$92.5K +3,453 +12%
RA
34
Riversedge Advisors
Delaware
$760K +$831K +31,015 New
Bank of America
35
Bank of America
North Carolina
$609K -$213K -7,957 -24%
HR
36
Hayden Royal
North Carolina
$564K +$11K +410 +2%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$468K +$38.3K +1,428 +8%
LNC
38
Lincoln National Corp
Pennsylvania
$439K +$33.2K +1,240 +7%
BHWM
39
Bay Harbor Wealth Management
Maryland
$408K -$60.7K -2,267 -12%
PAG
40
Private Advisor Group
New Jersey
$384K -$420K -15,660 -50%
IB
41
Intrust Bank
Kansas
$334K
AWM
42
AE Wealth Management
Kansas
$317K +$83.3K +3,110 +32%
UCFA
43
United Capital Financial Advisors
Texas
$304K +$332K +12,407 New
PWM
44
Perigon Wealth Management
California
$284K +$61.6K +2,298 +25%
RA
45
RFG Advisory
Alabama
$279K +$305K +11,401 New
SS
46
Simplicity Solutions
Minnesota
$262K -$509K -18,995 -64%
SIM
47
Sadoff Investment Management
Wisconsin
$233K
ACP
48
Aveo Capital Partners
Colorado
$221K -$22.2K -829 -8%
SIA
49
Strategic Investment Advisors
Michigan
$208K +$8.17K +305 +4%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$197K +$190K +7,078 +740%

EBND Hedge Fund Activity: Q1 2020 in Review

110 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q1 2020, worth a combined $749M — down 15% from $882M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EBND and 24 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 38 added.

The largest buyer was SEI Investments, adding an estimated $13.6M. The largest seller was Bank of New York Mellon, cutting an estimated $42.1M.

  • 110 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q1 2020, down from 119 in Q4 2019.
  • Funds reported $749M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q1 2020, down 15% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q1 2020 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q1 2020 was SEI Investments, an estimated $13.6M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q1 2020 was Bank of New York Mellon, an estimated $42.1M sold.

Based on aggregated 13F filings for Q1 2020.