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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

86 hedge funds and large institutions have $604M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

13% more capital invested

Capital invested by funds: $532M → $604M (+$71.7M)

9% more funds holding

Funds holding: 7986 (+7)

2.97% less ownership

Funds ownership: 83.66%80.69% (-3%)

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
27
Reduced
21
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
76
Reilly Financial Advisors
California
$1K +$1.17K +43 New
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.47K +54 New
BL
78
BCWM LLC
Kansas
-$17.4M -65,489 Closed
Renaissance Technologies
79
Renaissance Technologies
New York
-$1M -37,900 Closed
NA
80
NewEdge Advisors
Louisiana
-$881 -33,215 Closed
MLFP
81
MPS Loria Financial Planners
Illinois
-$288K -10,876 Closed
JA
82
JOYN Advisors
Georgia
-$25K -936 Closed
DWM
83
Destination Wealth Management
California
-$24K -905 Closed
IA
84
IFP Advisors
Florida
-$16K -596 Closed
W
85
WealthOne
New York
-$9K -343 Closed
TFA
86
Transamerica Financial Advisors
Florida
-$7K -264 Closed
William Blair & Company
87
William Blair & Company
Illinois
-$6.2K -228 -100%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
-$4K -148 Closed
BlackRock
89
BlackRock
New York
-$2K -79 Closed
RCG
90
Ruggie Capital Group
Florida
-$1K -46 Closed
ACM
91
Aviance Capital Management
Florida
-$1K -40 Closed
AF
92
Advisornet Financial
Minnesota
-$1K -34 Closed
WT
93
Whittier Trust
California
+$27 +1 New
CFA
94
Carroll Financial Associates
North Carolina
+$136 +5 New
IBOK
95
Independence Bank of Kentucky
Kentucky
+$190 +7 New
GT
96
Glenmede Trust
Pennsylvania
+$815 +30 New

EBND Hedge Fund Activity: Q1 2019 in Review

86 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q1 2019, worth a combined $604M — up 13% from $532M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EBND positions and 16 closed out — a net gain of 8 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $44.7M. The largest seller was BCWM LLC, exiting entirely with an estimated $17.4M sold.

  • 86 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q1 2019, up from 79 in Q4 2018.
  • Funds reported $604M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q1 2019, up 13% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q1 2019 and 16 closed out, a net change of +8 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $44.7M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q1 2019 was BCWM LLC, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2019.