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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

110 hedge funds and large institutions have $749M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

0.02% more ownership

Funds ownership: 87.3%87.33% (+0.02%)

8% less funds holding

Funds holding: 119110 (-9)

15% less capital invested

Capital invested by funds: $882M → $749M (-$133M)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

Holders
110
Holders Change
-9
Holders Change %
-7.56%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
38
Reduced
29
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
51
Capital Asset Advisory Services
Michigan
$191K -$4.15K -155 -2%
UBS Group
52
UBS Group
Switzerland
$143K -$572K -21,332 -78%
AIS
53
Accurate Investment Solutions
Pennsylvania
$140K +$30.2K +1,129 +25%
MHR
54
Matthew Hamilton Rosenberg
$112K +$122K +4,550 New
VCM
55
Versant Capital Management
Arizona
$111K
GFPC
56
Global Financial Private Client
Florida
$89.1K
Bank Julius Baer & Co
57
Bank Julius Baer & Co
Switzerland
$68K +$74.9K +2,794 New
GSWM
58
Golden State Wealth Management
California
$59K +$64.2K +2,395 New
IWMA
59
Ironwood Wealth Management (Arizona)
Arizona
$57K -$46.7K -1,744 -43%
SMG
60
Spectrum Management Group
Indiana
$48K
SFS
61
Sowell Financial Services
Arkansas
$37K +$7.31K +273 +22%
GTAM
62
Global Trust Asset Management
Florida
$27K +$30.3K +1,130 New
CFGS
63
Concourse Financial Group Securities
Alabama
$26K -$2.38K -89 -8%
Deutsche Bank
64
Deutsche Bank
Germany
$26K +$28.9K +1,080 New
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$25K
CIAS
66
Capital Investment Advisory Services
North Carolina
$23K +$2.14K +80 +9%
OAM
67
Oppenheimer Asset Management
New York
$22K -$321 -12 -1%
Bessemer Group
68
Bessemer Group
New Jersey
$22K +$24.6K +917 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$20K +$19K +709 +572%
SWA
70
Sutton Wealth Advisors
Florida
$18.1K -$27.2K -1,017 -58%
APA
71
American Portfolios Advisors
New York
$17.4K +$11.7K +438 +162%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$17K +$3.56K +133 +23%
Citigroup
73
Citigroup
New York
$13K
LFG
74
LifePlan Financial Group
Ohio
$13K
SFSG
75
Stearns Financial Services Group
North Carolina
$12K +$13K +486 New

EBND Hedge Fund Activity: Q1 2020 in Review

110 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q1 2020, worth a combined $749M — down 15% from $882M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EBND and 24 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 38 added.

The largest buyer was SEI Investments, adding an estimated $13.6M. The largest seller was Bank of New York Mellon, cutting an estimated $42.1M.

  • 110 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q1 2020, down from 119 in Q4 2019.
  • Funds reported $749M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q1 2020, down 15% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q1 2020 and 31 closed out, a net change of -7 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q1 2020 was SEI Investments, an estimated $13.6M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q1 2020 was Bank of New York Mellon, an estimated $42.1M sold.

Based on aggregated 13F filings for Q1 2020.