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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

143 hedge funds and large institutions have $1.01B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

83% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 30

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more capital invested

Capital invested by funds: $807M → $1.01B (+$204M)

12% more funds holding

Funds holding: 128143 (+15)

2.94% more ownership

Funds ownership: 80.92%83.86% (+2.9%)

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
2.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
35
Increased
55
Reduced
30
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$349M +$18.1M +667,191 +5%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$168M +$176M +6,460,691 New
Bank of New York Mellon
3
Bank of New York Mellon
New York
$61.4M -$3.74M -137,533 -6%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$37.6M +$4.02M +147,952 +12%
CCA
5
Clearwater Capital Advisors
Illinois
$34.8M +$36.4M +1,339,268 New
American Century Companies
6
American Century Companies
Missouri
$34.7M -$12.7M -465,800 -26%
BPC
7
Banque Pictet & Cie
Switzerland
$32.6M +$5.85M +215,261 +21%
PNAA
8
Pictet North America Advisors
Switzerland
$31.6M +$5.64M +207,661 +21%
CAI
9
Capital Advisors Inc
Oklahoma
$28.6M +$29.8M +1,097,847 New
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$21.5M -$190K -7,000 -0.8%
Jane Street
11
Jane Street
New York
$16M +$16.7M +614,365 New
State of Wisconsin Investment Board
12
State of Wisconsin Investment Board
Wisconsin
$14.1M +$14.7M +541,604 New
PAG
13
Private Advisor Group
New Jersey
$13M +$662K +24,368 +5%
AssetMark Inc
14
AssetMark Inc
California
$12.6M +$875K +32,195 +7%
HAC
15
Harbor Advisory Corp
New Hampshire
$11M +$11.4M +420,983 New
CI Investments Inc
16
CI Investments Inc
Ontario, Canada
$10.9M +$4.21M +155,087 +59%
BFA
17
Beaumont Financial Advisors
Massachusetts
$10.6M +$10.7M +395,631 +2,914%
Wells Fargo
18
Wells Fargo
California
$10.4M +$372K +13,683 +4%
Morgan Stanley
19
Morgan Stanley
New York
$9.81M +$7.84M +288,457 +326%
IA
20
IndexIQ Advisors
New York
$6.36M +$648K +23,863 +11%
Comerica Bank
21
Comerica Bank
Texas
$6.18M +$6.32M +232,700 New
State Street
22
State Street
Massachusetts
$5.14M +$659K +24,267 +14%
DWP
23
Destiny Wealth Partners
Florida
$4.6M +$560K +20,622 +13%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$4.59M
LPL Financial
25
LPL Financial
California
$4.52M +$2.16M +79,635 +85%

EBND Hedge Fund Activity: Q1 2021 in Review

143 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q1 2021, worth a combined $1.01B — up 25% from $807M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EBND positions and 19 closed out — a net gain of 16 holders — while 55 added to existing stakes and 30 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, opening a new position worth an estimated $176M. The largest seller was Gradient Investments, cutting an estimated $41.1M.

  • 143 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q1 2021, up from 128 in Q4 2020.
  • Funds reported $1.01B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q1 2021, up 25% quarter-over-quarter.
  • 35 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q1 2021 and 19 closed out, a net change of +16 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q1 2021 was Municipal Employees' Retirement System of Michigan, an estimated $176M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q1 2021 was Gradient Investments, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2021.