We are live on ! Find out more
EBND icon

State Street SPDR Bloomberg Emerging Markets Local Bond ETF

118 hedge funds and large institutions have $730M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 20

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

23% more capital invested

Capital invested by funds: $592M → $730M (+$138M)

8.17% more ownership

Funds ownership: 75.48%83.65% (+8.2%)

4% more funds holding

Funds holding: 113118 (+5)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
50
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
26
Freedom Investment Management
Connecticut
$1.95M -$48.2K -1,816 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.9M +$1.62M +60,876 +532%
LPL Financial
28
LPL Financial
California
$1.72M +$903K +34,015 +108%
RFWA
29
RPg Family Wealth Advisory
Massachusetts
$1.61M -$201K -7,574 -11%
NRI
30
NFP Retirement Inc
California
$1.58M +$59.6K +2,246 +4%
VBFP
31
Valtinson Bruner Financial Planning
Minnesota
$1.42M -$141K -5,292 -9%
RRWA
32
Rainey & Randall Wealth Advisors
Florida
$1.31M +$1.32M +49,756 New
OMC
33
Old Mission Capital
Illinois
$1.21M -$209K -7,875 -15%
PAS
34
Park Avenue Securities
New York
$1.18M +$177K +6,680 +17%
RA
35
Riversedge Advisors
Delaware
$1.18M +$63K +2,373 +6%
Bank of America
36
Bank of America
North Carolina
$1.16M +$579K +21,818 +98%
OC
37
Oppenheimer & Co
New York
$1.06M +$20.2K +759 +2%
CST
38
Charles Schwab Trust
Nevada
$1.03M -$116K -4,375 -10%
FAIM
39
Financial Advocates Investment Management
Washington
$862K -$9.21K -347 -1%
Ameriprise
40
Ameriprise
Minnesota
$837K +$71K +2,674 +9%
UBS Group
41
UBS Group
Switzerland
$811K +$297K +11,198 +57%
HPC
42
HM Payson & Co
Maine
$788K +$797K +30,000 New
SS
43
Simplicity Solutions
Minnesota
$763K +$486K +18,313 +171%
PWM
44
Perigon Wealth Management
California
$749K +$24.2K +912 +3%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$746K -$1.54M -58,132 -67%
RA
46
RFG Advisory
Alabama
$630K +$55K +2,070 +9%
HR
47
Hayden Royal
North Carolina
$626K +$633K +23,837 New
JP Morgan Chase
48
JP Morgan Chase
New York
$505K +$513K +19,308 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$476K -$1.05M -39,621 -69%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$470K +$199K +7,499 +72%

EBND Hedge Fund Activity: Q3 2020 in Review

118 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q3 2020, worth a combined $730M — up 23% from $592M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new EBND positions and 15 closed out — a net gain of 7 holders — while 50 added to existing stakes and 20 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $59M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $9.7M sold.

  • 118 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q3 2020, up from 113 in Q2 2020.
  • Funds reported $730M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q3 2020, up 23% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q3 2020 and 15 closed out, a net change of +7 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q3 2020 was Bank of New York Mellon, an estimated $59M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q3 2020 was Qube Research & Technologies (QRT), an estimated $9.7M sold.

Based on aggregated 13F filings for Q3 2020.