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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

147 hedge funds and large institutions have $1.16B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 27

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $1.01B → $1.16B (+$147M)

3% more funds holding

Funds holding: 143147 (+4)

1.97% more ownership

Funds ownership: 83.86%85.83% (+2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
147
Holders Change
+4
Holders Change %
+2.8%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
70
Reduced
27
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
26
Collective Family Office
Pennsylvania
$4.23M +$1.23M +46,121 +40%
FTUS
27
Flow Traders U.S.
New York
$3.57M +$3.59M +135,154 New
APC
28
Aspire Private Capital
North Carolina
$3.5M +$1.01M +37,818 +40%
ERIM
29
Eagle Ridge Investment Management
Connecticut
$3.46M +$222K +8,367 +7%
MIFH
30
Migdal Insurance & Financial Holdings
Israel
$3.23M -$32.2K -1,210 -1%
JP Morgan Chase
31
JP Morgan Chase
New York
$3.14M -$369K -13,887 -10%
VBFP
32
Valtinson Bruner Financial Planning
Minnesota
$3.07M +$210K +7,902 +7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.99M -$743K -27,955 -20%
RRWA
34
Rainey & Randall Wealth Advisors
Florida
$2.54M +$324K +12,173 +15%
Morgan Stanley
35
Morgan Stanley
New York
$2.39M -$7.61M -286,396 -76%
VA
36
Valmark Advisers
Ohio
$2.26M +$16.6K +623 +0.7%
FIM
37
Freedom Investment Management
Connecticut
$2.08M -$5.08K -191 -0.2%
NRI
38
NFP Retirement Inc
California
$2.08M +$298K +11,209 +17%
TWP
39
Tempus Wealth Planning
California
$2M +$201K +7,552 +11%
UBS Group
40
UBS Group
Switzerland
$1.81M +$1.04M +39,050 +132%
Bank of America
41
Bank of America
North Carolina
$1.71M -$381K -14,338 -18%
TIM
42
Tortoise Investment Management
New York
$1.7M +$1.68M +63,044 +4,925%
AWE
43
Avidian Wealth Enterprises
Texas
$1.69M +$156K +5,860 +10%
RA
44
Riversedge Advisors
Delaware
$1.68M +$375K +14,116 +29%
PAS
45
Park Avenue Securities
New York
$1.62M +$184K +6,921 +13%
KFS
46
Kelly Financial Services
Massachusetts
$1.49M +$1.05M +39,380 +1,969,000%
HPC
47
HM Payson & Co
Maine
$1.42M +$435K +16,361 +44%
CST
48
Charles Schwab Trust
Nevada
$1.39M +$71.1K +2,674 +5%
EWM
49
Elmwood Wealth Management
California
$1.38M +$222K +8,340 +19%
SS
50
Simplicity Solutions
Minnesota
$1.3M +$287K +10,788 +28%

EBND Hedge Fund Activity: Q2 2021 in Review

147 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q2 2021, worth a combined $1.16B — up 15% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EBND positions and 17 closed out — a net gain of 4 holders — while 70 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $67.5M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $12.9M.

  • 147 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q2 2021, up from 143 in Q1 2021.
  • Funds reported $1.16B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q2 2021 and 17 closed out, a net change of +4 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q2 2021 was Jane Street, an estimated $67.5M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q2 2021 was Municipal Employees' Retirement System of Michigan, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2021.