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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

167 hedge funds and large institutions have $1.62B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 50

6% more capital invested

Capital invested by funds: $1.53B → $1.62B (+$90.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 89.11%89.03% (-0.08%)

5% less funds holding

Funds holding: 176167 (-9)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
167
Holders Change
-9
Holders Change %
-5.11%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
71
Reduced
50
Closed
33
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.44M +$2.56M +123,262 New
Charles Schwab
27
Charles Schwab
California
$2.36M +$2.47M +119,132 New
MIFH
28
Migdal Insurance & Financial Holdings
Israel
$2.18M -$105K -5,062 -4%
Wells Fargo
29
Wells Fargo
California
$2.17M -$352K -16,930 -13%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.88M +$165K +7,927 +9%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.58M -$71.5K -3,443 -4%
GM
32
GeoWealth Management
Illinois
$1.49M +$201K +9,652 +15%
RLIM
33
Red Lighthouse Investment Management
New York
$1.46M -$35.3K -1,701 -2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.39M -$852K -40,994 -37%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.37M +$1.08M +51,999 +307%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.25M +$47.5K +2,285 +4%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.24M +$33.7K +1,622 +3%
TWP
38
Tempus Wealth Planning
California
$1.22M -$1.24M -59,543 -49%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.19M -$43.7K -2,104 -3%
Morgan Stanley
40
Morgan Stanley
New York
$1.14M -$385K -18,543 -24%
LIM
41
Leavell Investment Management
Alabama
$1.13M -$58K -2,791 -5%
WWG
42
West Wealth Group
California
$1.09M -$37.3K -1,794 -3%
AWM
43
AE Wealth Management
Kansas
$1.09M +$59.8K +2,880 +6%
TCFP
44
Treasure Coast Financial Planning
Florida
$1.08M +$3.57K +172 +0.3%
PWM
45
Perigon Wealth Management
California
$1.08M +$5.67K +273 +0.5%
UBS Group
46
UBS Group
Switzerland
$1.02M +$222K +10,697 +26%
RCM
47
Raleigh Capital Management
North Carolina
$1.01M +$160K +7,722 +18%
AWM
48
Axxcess Wealth Management
California
$956K +$43.3K +2,084 +5%
MFS
49
McNamara Financial Services
Massachusetts
$923K +$29K +1,398 +3%
Ameriprise
50
Ameriprise
Minnesota
$884K +$6.17K +297 +0.7%

EBND Hedge Fund Activity: Q3 2023 in Review

167 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q3 2023, worth a combined $1.62B — up 5.9% from $1.53B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EBND and 24 opened new positions — a net loss of 9 holders — while 50 trimmed existing stakes and 71 added.

The largest buyer was Empower Advisory Group, adding an estimated $216M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $21.1M sold.

  • 167 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q3 2023, down from 176 in Q2 2023.
  • Funds reported $1.62B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q3 2023, up 5.9% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q3 2023 and 33 closed out, a net change of -9 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q3 2023 was Empower Advisory Group, an estimated $216M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q3 2023 was Schroder Investment Management Group, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2023.