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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

187 hedge funds and large institutions have $1.73B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

12% more funds holding

Funds holding: 167187 (+20)

7% more capital invested

Capital invested by funds: $1.62B → $1.73B (+$113M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.33% less ownership

Funds ownership: 89.03%88.7% (-0.33%)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

Holders
187
Holders Change
+20
Holders Change %
+11.98%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
43
Increased
60
Reduced
62
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
76
Richardson Financial Services
Massachusetts
$378K +$360K +17,802 New
SW
77
Simplicity Wealth
New Jersey
$368K +$351K +17,348 New
FIM
78
Freedom Investment Management
Connecticut
$359K -$305K -15,048 -47%
AG
79
Ascent Group
Virginia
$354K +$648 +32 +0.2%
AP
80
Aspect Partners
Virginia
$348K +$331K +16,376 New
SFS
81
Sowell Financial Services
Arkansas
$337K +$32.2K +1,593 +11%
CW
82
CreativeOne Wealth
Kansas
$331K -$29.2K -1,445 -8%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$324K -$6.98K -345 -2%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$318K +$69.7K +3,444 +30%
NRI
85
NFP Retirement Inc
California
$316K -$209K -10,340 -41%
WCFA
86
Walkner Condon Financial Advisors
Wisconsin
$312K +$298K +14,702 New
BWP
87
Balboa Wealth Partners
Arizona
$295K -$2.87K -142 -1%
Mariner
88
Mariner
Kansas
$294K -$8.06K -398 -3%
BPA
89
Beacon Pointe Advisors
California
$284K +$270K +13,352 New
ATC
90
Argent Trust Co
Tennessee
$282K -$39.1K -1,931 -13%
CFA
91
Cahill Financial Advisors
Minnesota
$266K -$4.27K -211 -2%
MML Investors Services
92
MML Investors Services
Massachusetts
$259K +$246K +12,171 New
EE
93
EWG Elevate
California
$248K +$236K +11,655 New
AWS
94
Atria Wealth Solutions
New York
$244K -$66.6K -3,290 -22%
RJA
95
Raymond James & Associates
Florida
$243K +$232K +11,452 New
UWM
96
USAdvisors Wealth Management
Minnesota
$240K -$595K -29,398 -72%
BWM
97
Brown Wealth Management
Illinois
$219K -$3.08K -152 -1%
SWP
98
Stratos Wealth Partners
Ohio
$214K +$204K +10,094 New
CAG
99
Csenge Advisory Group
Florida
$206K +$196K +9,685 New
HIIFS
100
Harel Insurance Investments & Financial Services
Israel
$191K

EBND Hedge Fund Activity: Q4 2023 in Review

187 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q4 2023, worth a combined $1.73B — up 7% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EBND positions and 23 closed out — a net gain of 20 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Empower Advisory Group, adding an estimated $15.4M. The largest seller was Mackenzie Financial, cutting an estimated $14.8M.

  • 187 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q4 2023, up from 167 in Q3 2023.
  • Funds reported $1.73B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q4 2023, up 7% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q4 2023 and 23 closed out, a net change of +20 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q4 2023 was Empower Advisory Group, an estimated $15.4M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q4 2023 was Mackenzie Financial, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2023.