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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

64 hedge funds and large institutions have $381M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

178% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 9

178% more capital invested

Capital invested by funds: $137M → $381M (+$244M)

45% more funds holding

Funds holding: 4464 (+20)

15.7% more ownership

Funds ownership: 77.99%93.68% (+16%)

Holders
64
Holders Change
+20
Holders Change %
+45.45%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
25
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$234M +$232M +7,892,273 New
State Street
2
State Street
Massachusetts
$35.7M +$2.65M +90,334 +8%
CIA
3
Choate Investment Advisors
Massachusetts
$21.1M +$516K +17,562 +3%
Morgan Stanley
4
Morgan Stanley
New York
$13.6M +$384K +13,066 +3%
Wells Fargo
5
Wells Fargo
California
$9.96M +$1.41M +48,039 +17%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.02M +$495K +16,832 +6%
NC
7
NewSquare Capital
Pennsylvania
$8.46M +$184K +6,251 +2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$7.72M +$1M +34,049 +15%
AssetMark Inc
9
AssetMark Inc
California
$7.03M +$307K +10,458 +5%
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$6.02M +$239K +8,150 +4%
GFPC
11
Global Financial Private Capital
Florida
$2.78M +$230K +7,815 +9%
ERIM
12
Eagle Ridge Investment Management
Connecticut
$2.57M +$544K +18,497 +27%
LNC
13
Lincoln National Corp
Pennsylvania
$2.22M +$1.09M +37,223 +99%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$2.15M +$173K +5,887 +9%
Bank of America
15
Bank of America
North Carolina
$1.78M +$60.3K +2,053 +4%
VA
16
Valmark Advisers
Ohio
$1.75M +$1.73M +58,929 New
UBS Group
17
UBS Group
Switzerland
$1.56M -$1.1M -37,286 -41%
RJA
18
Raymond James & Associates
Florida
$1.36M +$42.3K +1,440 +3%
TFA
19
Transamerica Financial Advisors
Florida
$1.34M -$48.5K -1,649 -4%
AG
20
Advisor Group
Arizona
$998K -$32.8K -1,116 -3%
LA
21
LexAurum Advisors
Kansas
$998K +$967K +32,913 New
VCM
22
Versant Capital Management
Arizona
$940K +$931K +31,693 New
AII
23
AGF Investments Inc
Ontario, Canada
$915K +$121K +4,124 +15%
CCM
24
Crabel Capital Management
California
$812K +$804K +27,358 New
First Trust Advisors
25
First Trust Advisors
Illinois
$742K +$217K +7,396 +42%

EBND Hedge Fund Activity: Q4 2017 in Review

64 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q4 2017, worth a combined $381M — up 178% from $137M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EBND positions and 2 closed out — a net gain of 21 holders — while 25 added to existing stakes and 9 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $232M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $1.32M sold.

  • 64 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q4 2017, up from 44 in Q3 2017.
  • Funds reported $381M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q4 2017, up 178% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q4 2017 and 2 closed out, a net change of +21 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $232M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q4 2017 was Bank of New York Mellon, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2017.