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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

143 hedge funds and large institutions have $1.01B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more capital invested

Capital invested by funds: $807M → $1.01B (+$204M)

12% more funds holding

Funds holding: 128143 (+15)

2.94% more ownership

Funds ownership: 80.92%83.86% (+2.9%)

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
2.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
35
Increased
55
Reduced
30
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.27M +$194K +7,135 +5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.67M +$1.75M +64,508 +84%
JP Morgan Chase
28
JP Morgan Chase
New York
$3.45M +$2.5M +92,039 +227%
MIFH
29
Migdal Insurance & Financial Holdings
Israel
$3.21M +$393K +14,453 +13%
ERIM
30
Eagle Ridge Investment Management
Connecticut
$3.19M +$82.2K +3,027 +3%
CFO
31
Collective Family Office
Pennsylvania
$2.97M +$3.1M +114,041 New
SB
32
Strategic Blueprint
Georgia
$2.92M -$1.62M -59,750 -35%
VBFP
33
Valtinson Bruner Financial Planning
Minnesota
$2.91M -$69.1K -2,544 -2%
APC
34
Aspire Private Capital
North Carolina
$2.47M +$390K +14,353 +18%
VA
35
Valmark Advisers
Ohio
$2.21M +$83.2K +3,062 +4%
RRWA
36
Rainey & Randall Wealth Advisors
Florida
$2.18M +$28K +1,029 +1%
FIM
37
Freedom Investment Management
Connecticut
$2.06M +$214K +7,893 +11%
Bank of America
38
Bank of America
North Carolina
$2.05M -$67.8K -2,494 -3%
TWP
39
Tempus Wealth Planning
California
$1.78M -$2.4M -88,355 -56%
NRI
40
NFP Retirement Inc
California
$1.76M +$150K +5,508 +9%
AWE
41
Avidian Wealth Enterprises
Texas
$1.51M +$471K +17,334 +42%
PAS
42
Park Avenue Securities
New York
$1.42M +$117K +4,308 +9%
AI
43
Atria Investments
North Carolina
$1.37M +$1.43M +52,629 New
CST
44
Charles Schwab Trust
Nevada
$1.3M +$311K +11,431 +30%
RA
45
Riversedge Advisors
Delaware
$1.29M +$107K +3,944 +9%
TF
46
Trek Financial
Arizona
$1.18M +$1.23M +45,185 New
EWM
47
Elmwood Wealth Management
California
$1.14M +$1.19M +43,693 New
OC
48
Oppenheimer & Co
New York
$1.03M -$20.4K -750 -2%
SS
49
Simplicity Solutions
Minnesota
$1M +$50.1K +1,844 +5%
Ameriprise
50
Ameriprise
Minnesota
$1M +$160K +5,885 +18%

EBND Hedge Fund Activity: Q1 2021 in Review

143 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q1 2021, worth a combined $1.01B — up 25% from $807M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EBND positions and 19 closed out — a net gain of 16 holders — while 55 added to existing stakes and 30 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, opening a new position worth an estimated $176M. The largest seller was Gradient Investments, cutting an estimated $41.1M.

  • 143 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q1 2021, up from 128 in Q4 2020.
  • Funds reported $1.01B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q1 2021, up 25% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q1 2021 and 19 closed out, a net change of +16 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q1 2021 was Municipal Employees' Retirement System of Michigan, an estimated $176M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q1 2021 was Gradient Investments, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2021.