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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
William Blair & Company
76
William Blair & Company
Illinois
$10K
AIP
77
Ameritas Investment Partners
Nebraska
$10K +$11.5K +429 New
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$9K -$1.9K -71 -16%
OPS
79
Orion Portfolio Solutions
Nebraska
$9K +$6.99K +261 +231%
GWMIA
80
Global Wealth Management Investment Advisory
Florida
$8K +$8.68K +324 +2,314%
OSNBOA
81
Old Second National Bank of Aurora
Illinois
$7K -$5.95K -222 -43%
ASN
82
Advisory Services Network
Georgia
$7K +$857 +32 +13%
VCP
83
Verus Capital Partners
Arizona
$6K -$20K -748 -74%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$6K -$2.46K -92 -26%
AF
85
Advisornet Financial
Minnesota
$6K +$1.34K +50 +23%
FGAM
86
Financial Gravity Asset Management
Texas
$5.84K -$8.41K -314 -57%
LWCFA
87
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
VNA
88
Valley National Advisers
Pennsylvania
$4K -$27.1K -1,013 -85%
CA
89
Clearstead Advisors
Ohio
$4K +$4.77K +178 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$3K
OIA
91
Optimum Investment Advisors
Illinois
$3K +$321 +12 +10%
GRP
92
Global Retirement Partners
California
$3K +$3.11K +116 New
TRCT
93
Tower Research Capital (TRC)
New York
$2K
BlackRock
94
BlackRock
New York
$2K +$1.72K +64 New
IA
95
IFP Advisors
Florida
$1K
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$1K
TFGT
97
TS Financial Group (TSFG)
Illinois
$1K
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$1K +$134 +5 +17%
NFG
99
Next Financial Group
Texas
$1K +$643 +24 New
SIAS
100
Shine Investment Advisory Services
Colorado
$1K +$804 +30 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.