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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

128 hedge funds and large institutions have $807M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

117% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 23

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

11% more capital invested

Capital invested by funds: $730M → $807M (+$77M)

8% more funds holding

Funds holding: 118128 (+10)

2.73% less ownership

Funds ownership: 83.65%80.92% (-2.7%)

Holders
128
Holders Change
+10
Holders Change %
+8.47%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
24
Increased
50
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$357M +$3.95M +145,644 +1%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$70M +$5.36M +197,468 +9%
American Century Companies
3
American Century Companies
Missouri
$50.5M
GI
4
Gradient Investments
Minnesota
$40M -$313K -11,551 -0.8%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$35.7M +$3.3M +121,624 +10%
BPC
6
Banque Pictet & Cie
Switzerland
$29.1M +$3.17M +116,766 +13%
PNAA
7
Pictet North America Advisors
Switzerland
$28.3M +$2.72M +100,216 +11%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$27.2M -$4.82M -177,620 -15%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$23.3M +$59.7K +2,200 +0.3%
PAG
10
Private Advisor Group
New Jersey
$13.4M +$814K +29,979 +7%
AssetMark Inc
11
AssetMark Inc
California
$12.7M -$202K -7,447 -2%
Wells Fargo
12
Wells Fargo
California
$10.8M +$731K +26,936 +8%
JFS
13
JD Financial Services
Pennsylvania
$7.81M +$7.56M +278,536 New
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$7.37M +$2.39M +87,891 +50%
IA
15
IndexIQ Advisors
New York
$6.18M +$1.15M +42,513 +24%
State Street
16
State Street
Massachusetts
$4.86M +$411K +15,133 +10%
SB
17
Strategic Blueprint
Georgia
$4.83M -$929K -34,218 -17%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$4.59M -$115K -4,239 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.41M -$85.6K -3,153 -2%
TWP
20
Tempus Wealth Planning
California
$4.39M -$30.3K -1,118 -0.7%
DWP
21
Destiny Wealth Partners
Florida
$4.38M +$4.24M +156,255 New
ERIM
22
Eagle Ridge Investment Management
Connecticut
$3.35M +$47K +1,733 +1%
VBFP
23
Valtinson Bruner Financial Planning
Minnesota
$3.13M +$1.58M +58,093 +108%
MIFH
24
Migdal Insurance & Financial Holdings
Israel
$2.84M +$2.95M +108,835 New
OMC
25
Old Mission Capital
Illinois
$2.79M +$1.45M +53,340 +115%

EBND Hedge Fund Activity: Q4 2020 in Review

128 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q4 2020, worth a combined $807M — up 11% from $730M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EBND positions and 13 closed out — a net gain of 11 holders — while 50 added to existing stakes and 23 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $5.36M. The largest seller was Jane Street, exiting entirely with an estimated $11M sold.

  • 128 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q4 2020, up from 118 in Q3 2020.
  • Funds reported $807M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q4 2020 and 13 closed out, a net change of +11 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q4 2020 was Bank of New York Mellon, an estimated $5.36M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q4 2020 was Jane Street, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2020.