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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

119 hedge funds and large institutions have $882M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

119% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 21

23% more capital invested

Capital invested by funds: $716M → $882M (+$166M)

20% more funds holding

Funds holding: 99119 (+20)

2.68% more ownership

Funds ownership: 84.62%87.3% (+2.7%)

Holders
119
Holders Change
+20
Holders Change %
+20.2%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
46
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Perigon Wealth Management
California
$251K +$248K +9,013 New
FCA
52
FLC Capital Advisors
California
$249K +$23.3K +850 +11%
SIA
53
Strategic Investment Advisors
Michigan
$228K +$11.2K +407 +5%
TCA
54
Transcend Capital Advisors
New Jersey
$218K +$80.4K +2,927 New
CAAS
55
Capital Asset Advisory Services
Michigan
$213K +$211K +7,699 New
AIS
56
Accurate Investment Solutions
Pennsylvania
$128K +$3.38K +123 +3%
VCM
57
Versant Capital Management
Arizona
$126K -$870K -31,690 -87%
IWMA
58
Ironwood Wealth Management (Arizona)
Arizona
$113K +$3.63K +132 +3%
GFPC
59
Global Financial Private Client
Florida
$103K +$102K +3,705 New
PMFA
60
Plante Moran Financial Advisors
Michigan
$100K
SMG
61
Spectrum Management Group
Indiana
$55K +$54K +1,967 New
SWA
62
Sutton Wealth Advisors
Florida
$49K +$1.02K +37 +2%
AG
63
Advisor Group
Arizona
$41K -$165 -6 -0.4%
SFS
64
Sowell Financial Services
Arkansas
$34K +$16.3K +594 +94%
VNA
65
Valley National Advisers
Pennsylvania
$33K -$357 -13 -1%
CFGS
66
Concourse Financial Group Securities
Alabama
$32K +$742 +27 +2%
FGAM
67
Financial Gravity Asset Management
Texas
$30K +$906 +33 +6%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$1.43K +52 +5%
VCP
69
Verus Capital Partners
Arizona
$28K +$27.8K +1,011 New
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$26K +$8.13K +296 +45%
OAM
71
Oppenheimer Asset Management
New York
$25K -$1.24K -45 -5%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$25K +$24.2K +880 New
CIAS
73
Capital Investment Advisory Services
North Carolina
$24K +$27 +1 +0.1%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$16K -$577 -21 -4%
LFG
75
LifePlan Financial Group
Ohio
$15K +$14.2K +518 +2,590%

EBND Hedge Fund Activity: Q4 2019 in Review

119 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q4 2019, worth a combined $882M — up 23% from $716M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EBND positions and 15 closed out — a net gain of 20 holders — while 46 added to existing stakes and 21 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $59.1M. The largest seller was Jane Street, exiting entirely with an estimated $9.41M sold.

  • 119 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q4 2019, up from 99 in Q3 2019.
  • Funds reported $882M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q4 2019, up 23% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q4 2019 and 15 closed out, a net change of +20 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $59.1M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q4 2019 was Jane Street, an estimated $9.41M sold.

Based on aggregated 13F filings for Q4 2019.