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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

99 hedge funds and large institutions have $716M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

14% more funds holding

Funds holding: 8799 (+12)

5% more capital invested

Capital invested by funds: $683M → $716M (+$33.1M)

0.54% more ownership

Funds ownership: 84.08%84.62% (+0.54%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $272K

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
35
Reduced
18
Closed
16
Calls
Puts
$272K
Net Calls
-$272K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$172K +$15.2K +553 +10%
AIS
52
Accurate Investment Solutions
Pennsylvania
$121K +$1.6K +58 +1%
IWMA
53
Ironwood Wealth Management (Arizona)
Arizona
$107K +$39K +1,417 +57%
PMFA
54
Plante Moran Financial Advisors
Michigan
$98K +$98.7K +3,584 New
GSWM
55
Golden State Wealth Management
California
$60K +$5.97K +217 +11%
KWA
56
KCS Wealth Advisory
California
$50.4K +$51K +1,854 New
SWA
57
Sutton Wealth Advisors
Florida
$46.7K
AG
58
Advisor Group
Arizona
$40K +$1.07K +39 +3%
VNA
59
Valley National Advisers
Pennsylvania
$33K -$2.31K -84 -7%
CFGS
60
Concourse Financial Group Securities
Alabama
$30K +$6.77K +246 +28%
OAM
61
Oppenheimer Asset Management
New York
$26K +$688 +25 +3%
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$23.2K +842 +720%
CFB
63
Cullen/Frost Bankers
Texas
$25K +$25.7K +935 New
CIAS
64
Capital Investment Advisory Services
North Carolina
$23K +$28 +1 +0.1%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$18K -$142K -5,158 -89%
OSNBOA
66
Old Second National Bank of Aurora
Illinois
$17K +$17.1K +622 New
SFS
67
Sowell Financial Services
Arkansas
$17K +$17.5K +634 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$16K +$6.72K +244 +70%
FGAM
69
Financial Gravity Asset Management
Texas
$14K -$8.89K -323 -38%
FM
70
Family Management
New York
$14K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$11K -$3.06K -111 -21%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$10K -$10.5K -382 -50%
APA
73
American Portfolios Advisors
New York
$7.37K
SB
74
Strategic Blueprint
Georgia
$7K +$7.21K +262 New
AF
75
Advisornet Financial
Minnesota
$6K +$5.34K +194 +1,078%

EBND Hedge Fund Activity: Q3 2019 in Review

99 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q3 2019, worth a combined $716M — up 4.8% from $683M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EBND positions and 16 closed out — a net gain of 13 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $44.8M. The largest seller was Choate Investment Advisors, cutting an estimated $22.4M.

  • 99 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q3 2019, up from 87 in Q2 2019.
  • Funds reported $716M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q3 2019, up 4.8% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q3 2019 and 16 closed out, a net change of +13 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $44.8M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q3 2019 was Choate Investment Advisors, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2019.