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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

181 hedge funds and large institutions have $1.54B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

4% more funds holding

Funds holding: 174181 (+7)

21% less capital invested

Capital invested by funds: $1.95B → $1.54B (-$412M)

21.77% less ownership

Funds ownership: 90.86%69.09% (-22%)

Holders
181
Holders Change
+7
Holders Change %
+4.02%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
64
Reduced
40
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
26
Sound Stewardship
Kansas
$3.9M +$83.2K +3,953 +2%
TWD
27
True Wealth Design
Ohio
$3.3M +$3.28M +155,734 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.26M +$1.65M +78,215 +104%
TAIM
29
TD Ameritrade Investment Management
Nebraska
$2.94M -$171K -8,141 -6%
LWM
30
Liberty Wealth Management
California
$2.94M +$2.93M +139,216 New
Renaissance Technologies
31
Renaissance Technologies
New York
$2.87M +$826K +39,251 +41%
VA
32
Valmark Advisers
Ohio
$2.8M +$257K +12,208 +10%
PAG
33
Private Advisor Group
New Jersey
$2.67M -$315K -14,989 -11%
CSB
34
City State Bank
Iowa
$2.48M +$468K +22,240 +23%
MIFH
35
Migdal Insurance & Financial Holdings
Israel
$2.43M -$1.43K -68 -0.1%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.4M +$2.38M +113,004 New
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.36M +$273K +13,000 +13%
Ameriprise
38
Ameriprise
Minnesota
$2.32M -$2.85M -135,520 -55%
NP
39
Nilsine Partners
Colorado
$2.08M +$2.06M +98,090 New
Morgan Stanley
40
Morgan Stanley
New York
$2.01M +$598K +28,421 +43%
SI
41
Stephens Inc
Arkansas
$1.77M +$1.76M +83,626 New
RWA
42
Rooted Wealth Advisors
Illinois
$1.76M +$68.2K +3,242 +4%
First Trust Advisors
43
First Trust Advisors
Illinois
$1.69M +$1.67M +79,529 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$1.68M +$1.66M +79,124 New
EFS
45
Econ Financial Services
Pennsylvania
$1.67M +$1.65M +78,632 New
RLIM
46
Red Lighthouse Investment Management
New York
$1.66M -$234K -11,143 -12%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.37M +$52.1K +2,477 +4%
LIM
48
Leavell Investment Management
Alabama
$1.29M -$11.3K -539 -0.9%
TWP
49
Tempus Wealth Planning
California
$1.29M +$19.1K +906 +2%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.24M +$289K +13,736 +31%

EBND Hedge Fund Activity: Q1 2023 in Review

181 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q1 2023, worth a combined $1.54B — down 21% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EBND positions and 35 closed out — a net gain of 11 holders — while 64 added to existing stakes and 40 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $106M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $543M.

  • 181 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q1 2023, up from 174 in Q4 2022.
  • Funds reported $1.54B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q1 2023, down 21% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q1 2023 and 35 closed out, a net change of +11 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q1 2023 was Jane Street, an estimated $106M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q1 2023 was Charles Schwab Investment Advisory, an estimated $543M sold.

Based on aggregated 13F filings for Q1 2023.