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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

150 hedge funds and large institutions have $964M invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 46

4.72% more ownership

Funds ownership: 80.58%85.3% (+4.7%)

2% more capital invested

Capital invested by funds: $949M → $964M (+$14.9M)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

1% less funds holding

Funds holding: 152150 (-2)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
150
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
54
Reduced
46
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$381M +$17.2M +726,463 +5%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$126M +$9.63M +407,830 +8%
Jane Street
3
Jane Street
New York
$88.1M +$88.8M +3,757,299 +3,160%
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$70.7M -$119K -5,037 -0.2%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$40.4M -$715K -30,274 -2%
PCA
6
Personal Capital Advisors
California
$37.4M +$35.7M +1,509,565 +1,126%
BPC
7
Banque Pictet & Cie
Switzerland
$28M -$623K -26,353 -2%
PNAA
8
Pictet North America Advisors
Switzerland
$27.6M -$535K -22,659 -2%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$19.5M +$20.2M +853,119 New
State of Wisconsin Investment Board
10
State of Wisconsin Investment Board
Wisconsin
$12.3M
AssetMark Inc
11
AssetMark Inc
California
$11.7M -$449K -19,027 -4%
SEI Investments
12
SEI Investments
Pennsylvania
$10.2M -$6.3M -266,572 -37%
State Street
13
State Street
Massachusetts
$8.97M +$2.99M +126,723 +47%
IA
14
IndexIQ Advisors
New York
$6.93M +$3.81M +161,371 +112%
HAC
15
Harbor Advisory Corp
New Hampshire
$6.87M -$37.3K -1,580 -0.5%
LPL Financial
16
LPL Financial
California
$5.93M -$461K -19,498 -7%
DWP
17
Destiny Wealth Partners
Florida
$4.89M +$1.01M +42,695 +25%
IWMA
18
Ironwood Wealth Management (Arizona)
Arizona
$4.81M +$5M +211,565 New
PAS
19
Park Avenue Securities
New York
$3.87M +$444K +18,783 +12%
VIA
20
Vident Investment Advisory
Georgia
$3.59M +$714K +30,240 +24%
APC
21
Aspire Private Capital
North Carolina
$3.28M +$147K +6,209 +4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.26M +$584K +24,719 +21%
ERIM
23
Eagle Ridge Investment Management
Connecticut
$3.21M +$108K +4,557 +3%
SS
24
Simplicity Solutions
Minnesota
$2.89M +$3.01M +127,278 New
MIFH
25
Migdal Insurance & Financial Holdings
Israel
$2.64M -$90.6K -3,837 -3%

EBND Hedge Fund Activity: Q1 2022 in Review

150 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q1 2022, worth a combined $964M — up 1.6% from $949M a quarter earlier.

Fund positioning in EBND was balanced in Q1 2022: 27 funds opened new positions, 27 closed out, 54 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, adding an estimated $88.8M. The largest seller was American Century Companies, exiting entirely with an estimated $38.6M sold.

  • 150 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q1 2022, down from 152 in Q4 2021.
  • Funds reported $964M of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q1 2022, up 1.6% quarter-over-quarter.
  • 27 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q1 2022 and 27 closed out, a net change of 0 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q1 2022 was Jane Street, an estimated $88.8M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q1 2022 was American Century Companies, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2022.