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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

181 hedge funds and large institutions have $1.54B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

4% more funds holding

Funds holding: 174181 (+7)

21% less capital invested

Capital invested by funds: $1.95B → $1.54B (-$412M)

21.77% less ownership

Funds ownership: 90.86%69.09% (-22%)

Holders
181
Holders Change
+7
Holders Change %
+4.02%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
64
Reduced
40
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$1.17M +$1.16M +55,221 New
TCFP
52
Treasure Coast Financial Planning
Florida
$1.16M -$104K -4,953 -8%
GM
53
GeoWealth Management
Illinois
$1.15M +$165K +7,839 +17%
PWM
54
Perigon Wealth Management
California
$1.14M +$112K +5,312 +11%
IA
55
IFP Advisors
Florida
$1.12M -$981K -46,623 -54%
TFA
56
Transamerica Financial Advisors
Florida
$1.11M +$1.1M +52,323 +37,642%
JP Morgan Chase
57
JP Morgan Chase
New York
$1.08M +$75.6K +3,594 +8%
AWM
58
AE Wealth Management
Kansas
$1.03M +$133K +6,326 +15%
TIM
59
Tortoise Investment Management
New York
$897K
UBS Group
60
UBS Group
Switzerland
$881K +$92.8K +4,411 +12%
AWM
61
Axxcess Wealth Management
California
$873K +$108K +5,137 +14%
RCM
62
Raleigh Capital Management
North Carolina
$854K +$151K +7,173 +22%
MFS
63
McNamara Financial Services
Massachusetts
$846K +$119K +5,676 +17%
APW
64
Austin Private Wealth
Texas
$844K +$91.5K +4,350 +12%
EWA
65
EP Wealth Advisors
California
$842K +$368K +17,510 New
UWM
66
USAdvisors Wealth Management
Minnesota
$828K +$10.4K +493 +1%
FHA
67
Flagship Harbor Advisors
Massachusetts
$768K +$495K +23,510 +186%
RRWA
68
Rainey & Randall Wealth Advisors
Florida
$734K +$3.37K +160 +0.5%
GCM
69
Gallacher Capital Management
Colorado
$716K
HPC
70
HM Payson & Co
Maine
$713K
RA
71
RFG Advisory
Alabama
$685K +$8.92K +424 +1%
BCM
72
Brookstone Capital Management
Illinois
$650K +$652K +30,974 New
DB
73
Dravo Bay
Delaware
$644K -$2.19K -104 -0.3%
FAIM
74
Financial Advocates Investment Management
Washington
$598K -$10.6K -506 -2%
ACP
75
Aveo Capital Partners
Colorado
$593K +$79.5K +3,780 +16%

EBND Hedge Fund Activity: Q1 2023 in Review

181 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q1 2023, worth a combined $1.54B — down 21% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EBND positions and 35 closed out — a net gain of 11 holders — while 64 added to existing stakes and 40 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $106M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $543M.

  • 181 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q1 2023, up from 174 in Q4 2022.
  • Funds reported $1.54B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q1 2023, down 21% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q1 2023 and 35 closed out, a net change of +11 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q1 2023 was Jane Street, an estimated $106M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q1 2023 was Charles Schwab Investment Advisory, an estimated $543M sold.

Based on aggregated 13F filings for Q1 2023.