State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
64 hedge funds and large institutions have $381M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 2 closing their positions.
1,050% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 2
178% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 9
178% more capital invested
Capital invested by funds: $137M → $381M (+$244M)
45% more funds holding
Funds holding: 44 → 64 (+20)
15.7% more ownership
Funds ownership: 77.99% → 93.68% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$232M |
| 2 |
State Street
Boston,
Massachusetts
|
+$2.65M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$1.73M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.41M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$1.32M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.1M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$667K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$563K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LA
51
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $4K | +$4.7K | +160 | New |
|
|
BTIS
52
BB&T Investment Services
Charlotte,
North Carolina
| $3K | – | – | – |
|
|
W
53
WealthShield
Cary,
North Carolina
| $3K | +$2.53K | +86 | New |
|
|
WP
54
WealthShield Partners
Cary,
North Carolina
| $3K | +$2.53K | +86 | New |
|
55
US Bancorp
Minneapolis,
Minnesota
| $3K | +$2.82K | +96 | New |
|
|
CA
56
Calton & Associates
Tampa,
Florida
| $3K | +$3K | +102 | New |
|
|
57
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | -$667K | -22,698 | -100% |
|
58
SEI Investments
Oaks,
Pennsylvania
| $1K | +$88 | +3 | +14% |
|
|
SWM
59
SeaCrest Wealth Management
Purchase,
New York
| $1K | +$646 | +22 | New |
|
|
60
Bank of New York Mellon
New York
| – | -$1.32M | -44,079 | Closed |
|
|
CCM
61
Cribstone Capital Management
Augusta,
Maine
| – | -$2K | -72 | Closed |
|
|
WCG
62
Wall Capital Group
Phoenix,
Arizona
| – | +$29 | +1 | New |
|
63
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$59 | +2 | New |
|
|
TCM
64
Tradewinds Capital Management
Bellingham,
Washington
| – | +$118 | +4 | New |
|
EBND Hedge Fund Activity: Q4 2017 in Review
64 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q4 2017, worth a combined $381M — up 178% from $137M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new EBND positions and 2 closed out — a net gain of 21 holders — while 25 added to existing stakes and 9 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $232M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $1.32M sold.
- 64 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q4 2017, up from 44 in Q3 2017.
- Funds reported $381M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q4 2017, up 178% quarter-over-quarter.
- 23 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q4 2017 and 2 closed out, a net change of +21 holders.
- The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $232M added.
- The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q4 2017 was Bank of New York Mellon, an estimated $1.32M sold.
Based on aggregated 13F filings for Q4 2017.