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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

86 hedge funds and large institutions have $604M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

13% more capital invested

Capital invested by funds: $532M → $604M (+$71.7M)

9% more funds holding

Funds holding: 7986 (+7)

2.97% less ownership

Funds ownership: 83.66%80.69% (-3%)

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
27
Reduced
21
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
51
Plante Moran Financial Advisors
Michigan
$26K +$26.5K +975 +10,833%
APA
52
American Portfolios Advisors
New York
$26K +$26.2K +965 New
OAM
53
Oppenheimer Asset Management
New York
$25K -$299 -11 -1%
CIAS
54
Capital Investment Advisory Services
North Carolina
$23K +$27 +1 +0.1%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$21K -$33.5K -1,234 -62%
GSWM
56
Golden State Wealth Management
California
$21K +$20.7K +762 New
LPWM
57
Lake Point Wealth Management
Texas
$20K -$190K -6,978 -91%
S
58
SignatureFD
Georgia
$17K +$16.4K +603 +3,350%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$14K +$10.9K +400 +313%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$14K +$12.3K +452 +514%
IWMA
61
Ironwood Wealth Management (Arizona)
Arizona
$13K -$54 -2 -0.4%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$8K +$8.18K +301 New
LWCFA
63
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
Citigroup
64
Citigroup
New York
$4K
FPB
65
First PREMIER Bank
South Dakota
$4K
SFA
66
Semmax Financial Advisors
North Carolina
$3K -$2.23K -82 -40%
TRCT
67
Tower Research Capital (TRC)
New York
$3K
OIA
68
Optimum Investment Advisors
Illinois
$3K +$136 +5 +5%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$3K +$815 +30 +39%
AP
70
Atwood & Palmer
Missouri
$3K +$3.26K +120 New
VCM
71
Vigilant Capital Management
Maine
$3K +$3.51K +129 New
GWMIA
72
Global Wealth Management Investment Advisory
Florida
$2K -$5.95K -219 -72%
Deutsche Bank
73
Deutsche Bank
Germany
$2K +$2.8K +103 +3,433%
AIC
74
Archer Investment Corporation
Indiana
$1K
TFGT
75
TS Financial Group (TSFG)
Illinois
$1K +$163 +6 New

EBND Hedge Fund Activity: Q1 2019 in Review

86 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q1 2019, worth a combined $604M — up 13% from $532M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EBND positions and 16 closed out — a net gain of 8 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $44.7M. The largest seller was BCWM LLC, exiting entirely with an estimated $17.4M sold.

  • 86 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q1 2019, up from 79 in Q4 2018.
  • Funds reported $604M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q1 2019 and 16 closed out, a net change of +8 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $44.7M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q1 2019 was BCWM LLC, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2019.