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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

147 hedge funds and large institutions have $1.92B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more capital invested

Capital invested by funds: $964M → $1.92B (+$961M)

23% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 44

8.51% more ownership

Funds ownership: 85.3%93.81% (+8.5%)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 150147 (-3)

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
54
Reduced
44
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.01M +$1.09K +51 +0.1%
SS
27
Simplicity Solutions
Minnesota
$2M -$632K -29,664 -23%
Bank of America
28
Bank of America
North Carolina
$1.94M +$114K +5,373 +6%
VA
29
Valmark Advisers
Ohio
$1.72M -$201K -9,441 -10%
NRI
30
NFP Retirement Inc
California
$1.56M -$375K -17,624 -19%
TWP
31
Tempus Wealth Planning
California
$1.5M -$77.3K -3,629 -5%
RRWA
32
Rainey & Randall Wealth Advisors
Florida
$1.46M -$455K -21,360 -23%
Ameriprise
33
Ameriprise
Minnesota
$1.42M +$219K +10,268 +17%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.41M +$19.2K +900 +1%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.4M +$360K +16,897 +33%
Morgan Stanley
36
Morgan Stanley
New York
$1.28M +$279K +13,086 +26%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.22M -$42.9K -2,015 -3%
IA
38
IFP Advisors
Florida
$1.05M
TIM
39
Tortoise Investment Management
New York
$1.02M -$91.2K -4,280 -8%
CFO
40
Collective Family Office
Pennsylvania
$1M -$1.23M -57,917 -54%
ULWM
41
Upper Left Wealth Management
Florida
$930K +$12K +564 +1%
PWM
42
Perigon Wealth Management
California
$863K +$111K +5,194 +14%
LIM
43
Leavell Investment Management
Alabama
$860K -$6.95K -326 -0.8%
RA
44
Riversedge Advisors
Delaware
$852K -$117K -5,484 -12%
AWM
45
AE Wealth Management
Kansas
$815K +$49.5K +2,323 +6%
RCM
46
Raleigh Capital Management
North Carolina
$784K -$182K -8,542 -18%
UWM
47
USAdvisors Wealth Management
Minnesota
$754K +$16.1K +755 +2%
JP Morgan Chase
48
JP Morgan Chase
New York
$743K -$57.6K -2,703 -7%
HPC
49
HM Payson & Co
Maine
$687K
UBS Group
50
UBS Group
Switzerland
$664K +$172K +8,090 +33%

EBND Hedge Fund Activity: Q2 2022 in Review

147 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q2 2022, worth a combined $1.92B — up 100% from $964M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of EBND and 22 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 54 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $1.12B. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $49.1M.

  • 147 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q2 2022, down from 150 in Q1 2022.
  • Funds reported $1.92B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q2 2022, up 100% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q2 2022 and 24 closed out, a net change of -2 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $1.12B added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q2 2022 was Municipal Employees' Retirement System of Michigan, an estimated $49.1M sold.

Based on aggregated 13F filings for Q2 2022.