State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
68 hedge funds and large institutions have $658M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 7 closing their positions.
138% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 13
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
73% more capital invested
Capital invested by funds: $381M → $658M (+$277M)
36.27% more ownership
Funds ownership: 54.16% → 90.42% (+36%)
6% more funds holding
Funds holding: 64 → 68 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$224M |
| 2 |
State Street
Boston,
Massachusetts
|
+$12.4M |
| 3 |
AssetMark Inc
Concord,
California
|
+$8.47M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.35M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.09M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$729K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$724K |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$109K |
EBND Hedge Fund Activity: Q1 2018 in Review
68 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q1 2018, worth a combined $658M — up 73% from $381M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EBND positions and 7 closed out — a net gain of 6 holders — while 31 added to existing stakes and 13 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $224M. The largest seller was Morgan Stanley, cutting an estimated $2.35M.
- 68 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q1 2018, up from 64 in Q4 2017.
- Funds reported $658M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q1 2018, up 73% quarter-over-quarter.
- 13 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q1 2018 and 7 closed out, a net change of +6 holders.
- The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $224M added.
- The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q1 2018 was Morgan Stanley, an estimated $2.35M sold.
Based on aggregated 13F filings for Q1 2018.