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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

152 hedge funds and large institutions have $949M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 42

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

2% more funds holding

Funds holding: 149152 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11.2% less ownership

Funds ownership: 91.78%80.58% (-11%)

22% less capital invested

Capital invested by funds: $1.22B → $949M (-$267M)

Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
55
Reduced
42
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Professional Financial Advisors
Nebraska
$8K +$8.06K +326 New
CP
102
Castleview Partners
Texas
$6.98K +$4.22M +170,615 New
William Blair & Company
103
William Blair & Company
Illinois
$6K +$470 +19 +8%
LWA
104
Lenox Wealth Advisors
New York
$6K +$5.96K +241 New
HI
105
Harbour Investments
Wisconsin
$5K -$43.6K -1,763 -89%
LWCFA
106
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$5K +$371 +15 +7%
ZIG
108
Zullo Investment Group
Pennsylvania
$5K +$5.46K +221 New
SWM
109
Spire Wealth Management
Virginia
$4K +$445 +18 +12%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$4K +$1.61K +65 +59%
FMII
111
Farmers & Merchants Investments Inc
Nebraska
$4K +$3.63K +147 New
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.42K +179 New
IRC
113
Investors Research Corp
Georgia
$3K
NFSG
114
Newbridge Financial Services Group
Florida
$2K -$2.23K -90 -53%
HCP
115
Hexagon Capital Partners
Arkansas
$2K -$667 -27 -28%
BlackRock
116
BlackRock
New York
$2K -$25 -1 -2%
MFT
117
Moisand Fitzgerald Tamayo
Florida
$2K
TRCT
118
Tower Research Capital (TRC)
New York
$2K
CIAS
119
Capital Investment Advisory Services
North Carolina
$2K +$25 +1 +1%
HFS
120
Hantz Financial Services
Michigan
$2K +$420 +17 +31%
VCM
121
Viewpoint Capital Management
Washington
$2K +$2.05K +83 New
AF
122
Allworth Financial
California
$2K +$2.13K +86 +8,600%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$2K +$2.3K +93 +1,860%
ACM
124
Absolute Capital Management
Pennsylvania
$1.3K +$1.31K +53 New
MP
125
McDonald Partners
Ohio
$1.3K +$1.31K +53 New

EBND Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q4 2021, worth a combined $949M — down 22% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EBND positions and 30 closed out — a net gain of 6 holders — while 55 added to existing stakes and 42 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $22.3M. The largest seller was Jane Street, cutting an estimated $188M.

  • 152 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q4 2021, up from 149 in Q3 2021.
  • Funds reported $949M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q4 2021, down 22% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q4 2021 and 30 closed out, a net change of +6 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $22.3M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q4 2021 was Jane Street, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2021.