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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

184 hedge funds and large institutions have $1.7B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 55 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 55

5% less capital invested

Capital invested by funds: $1.79B → $1.7B (-$83.5M)

1.08% less ownership

Funds ownership: 89.97%88.9% (-1.1%)

7% less funds holding

Funds holding: 197184 (-13)

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
184
Holders Change
-13
Holders Change %
-6.6%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
74
Reduced
55
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$359K +$9.46K +470 +3%
FIM
77
Freedom Investment Management
Connecticut
$347K +$13.6K +678 +4%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$334K +$47.8K +2,377 +16%
EWA
79
Exencial Wealth Advisors
Oklahoma
$326K -$10.7K -532 -3%
AG
80
Ascent Group
Virginia
$319K -$19.1K -949 -6%
CW
81
CreativeOne Wealth
Kansas
$319K -$16.3K -810 -5%
AWM
82
AE Wealth Management
Kansas
$318K +$37.5K +1,863 +13%
AP
83
Aspect Partners
Virginia
$290K -$4.02K -200 -1%
UWM
84
USAdvisors Wealth Management
Minnesota
$257K +$11.5K +571 +5%
FCAM
85
First Citizens Asset Management
North Carolina
$250K -$4.21K -209 -2%
ATC
86
Argent Trust Co
Tennessee
$248K +$4.12K +205 +2%
Mariner
87
Mariner
Kansas
$242K -$71.2K -3,540 -23%
CFA
88
Cahill Financial Advisors
Minnesota
$238K -$1.93K -96 -0.8%
CAG
89
Csenge Advisory Group
Florida
$233K +$30.9K +1,534 +15%
KAS
90
Kestra Advisory Services
Texas
$229K +$231K +11,505 New
Jane Street
91
Jane Street
New York
$217K -$4.26M -211,623 -95%
SWP
92
Stratos Wealth Partners
Ohio
$201K +$845 +42 +0.4%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$175K -$92.9K -4,616 -34%
GFPC
94
Global Financial Private Client
Florida
$161K
EWA
95
EP Wealth Advisors
California
$146K +$7.02K +349 +5%
CP
96
Castleview Partners
Texas
$145K +$50.9K +2,531 +53%
LFASL
97
Lugano Financial Advisors SA (LFA)
Switzerland
$143K
Comerica Bank
98
Comerica Bank
Texas
$134K -$13.1M -651,853 -99%
VCM
99
Versant Capital Management
Arizona
$130K -$5.19K -258 -4%
MIFH
100
Migdal Insurance & Financial Holdings
Israel
$129K -$19.8K -984 -13%

EBND Hedge Fund Activity: Q2 2024 in Review

184 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q2 2024, worth a combined $1.7B — down 4.7% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of EBND and 22 opened new positions — a net loss of 10 holders — while 55 trimmed existing stakes and 74 added.

The largest buyer was Charles Schwab, adding an estimated $996M. The largest seller was Goldman Sachs, exiting entirely with an estimated $51.6M sold.

  • 184 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q2 2024, down from 197 in Q1 2024.
  • Funds reported $1.7B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q2 2024, down 4.7% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q2 2024 and 32 closed out, a net change of -10 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q2 2024 was Charles Schwab, an estimated $996M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q2 2024 was Goldman Sachs, an estimated $51.6M sold.

Based on aggregated 13F filings for Q2 2024.