We are live on ! Find out more
EBND icon

State Street SPDR Bloomberg Emerging Markets Local Bond ETF

99 hedge funds and large institutions have $716M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

14% more funds holding

Funds holding: 8799 (+12)

5% more capital invested

Capital invested by funds: $683M → $716M (+$33.1M)

0.54% more ownership

Funds ownership: 84.08%84.62% (+0.54%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $272K

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
35
Reduced
18
Closed
16
Calls
Puts
$272K
Net Calls
-$272K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$6K +$8.78K +319 New
LWCFA
77
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
FPB
78
First PREMIER Bank
South Dakota
$4K
HR
79
Howe & Rusling
New York
$4K +$4.1K +149 New
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$3K -$165 -6 -5%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$3K
TRCT
82
Tower Research Capital (TRC)
New York
$3K
OIA
83
Optimum Investment Advisors
Illinois
$3K +$248 +9 +8%
EI
84
Ellevest Inc
New York
$3K +$3.19K +116 New
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$2K
CPA
86
Capital Planning Advisors
California
$2K +$1.73K +63 New
PGAM
87
Princeton Global Asset Management
New Jersey
$1K +$193 +7 New
LFG
88
LifePlan Financial Group
Ohio
$1K +$551 +20 New
WT
89
Whittier Trust
California
$1K +$1.24K +45 New
KFS
90
Kelly Financial Services
Massachusetts
$54 +$55 +2 New
SWP
91
Strategic Wealth Partners
Ohio
$2 -$248 -9 -9%
PWPCM
92
Perella Weinberg Partners Capital Management
New York
-$3.07M -110,447 Closed
Citadel Advisors
93
Citadel Advisors
Florida
-$467K -16,780 Closed
OMC
94
Old Mission Capital
Illinois
-$335K -12,029 Closed
TFA
95
Transamerica Financial Advisors
Florida
-$228K -8,194 Closed
JIR
96
James Investment Research
Ohio
-$53K -1,890 Closed
AAM
97
Advisors Asset Management
Colorado
-$43K -1,547 Closed
S
98
SignatureFD
Georgia
-$17K -603 Closed
DWM
99
Destination Wealth Management
California
-$15K -545 Closed
DWM
100
Doyle Wealth Management
Florida
-$10K -350 Closed

EBND Hedge Fund Activity: Q3 2019 in Review

99 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q3 2019, worth a combined $716M — up 4.8% from $683M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EBND positions and 16 closed out — a net gain of 13 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $44.8M. The largest seller was Choate Investment Advisors, cutting an estimated $22.4M.

  • 99 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q3 2019, up from 87 in Q2 2019.
  • Funds reported $716M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q3 2019, up 4.8% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q3 2019 and 16 closed out, a net change of +13 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $44.8M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q3 2019 was Choate Investment Advisors, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2019.