State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
79 hedge funds and large institutions have $532M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
22% more funds holding
Funds holding: 65 → 79 (+14)
14% more capital invested
Capital invested by funds: $469M → $532M (+$63.3M)
5% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 22
1.95% less ownership
Funds ownership: 85.61% → 83.66% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$49.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.15M |
| 3 |
Morgan Stanley
New York
|
+$2.69M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$2.05M |
| 5 |
BL
BCWM LLC
Overland Park,
Kansas
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$13.7M |
| 2 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$2.91M |
| 3 |
AssetMark Inc
Concord,
California
|
-$1.69M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.29M |
| 5 |
ERIM
Eagle Ridge Investment Management
Stamford,
Connecticut
|
-$935K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
JP Morgan Chase
New York
| – | -$23K | -891 | Closed |
|
|
GRP
77
Global Retirement Partners
San Rafael,
California
| – | -$17K | -650 | Closed |
|
|
AIM
78
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$5K | -208 | Closed |
|
|
VCM
79
Vigilant Capital Management
Portland,
Maine
| – | -$1K | -53 | Closed |
|
|
RFA
80
Reilly Financial Advisors
La Mesa,
California
| – | -$1K | -27 | Closed |
|
|
UFF
81
USA Financial Formulas
Ada,
Michigan
| – | +$26 | +1 | New |
|
82
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$79 | +3 | New |
|
|
SWM
83
SeaCrest Wealth Management
Purchase,
New York
| – | +$131 | +5 | New |
|
|
S
84
SignatureFD
Atlanta,
Georgia
| – | +$131 | +5 | +38% |
|
|
PMFA
85
Plante Moran Financial Advisors
Southfield,
Michigan
| – | +$236 | +9 | New |
|
|
KCM
86
Karp Capital Management
Sausalito,
California
| – | +$472 | +18 | New |
|
EBND Hedge Fund Activity: Q4 2018 in Review
79 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q4 2018, worth a combined $532M — up 14% from $469M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new EBND positions and 10 closed out — a net gain of 15 holders — while 21 added to existing stakes and 22 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $49.6M. The largest seller was SEI Investments, cutting an estimated $13.7M.
- 79 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q4 2018, up from 65 in Q3 2018.
- Funds reported $532M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q4 2018, up 14% quarter-over-quarter.
- 25 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q4 2018 and 10 closed out, a net change of +15 holders.
- The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $49.6M added.
- The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q4 2018 was SEI Investments, an estimated $13.7M sold.
Based on aggregated 13F filings for Q4 2018.