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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

174 hedge funds and large institutions have $1.95B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

51% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 39

17% more funds holding

Funds holding: 149174 (+25)

8% more capital invested

Capital invested by funds: $1.82B → $1.95B (+$137M)

1.13% less ownership

Funds ownership: 91.99%90.86% (-1.1%)

Holders
174
Holders Change
+25
Holders Change %
+16.78%
% of All Funds
2.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
59
Reduced
39
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.49B -$75.9M -3,859,242 -5%
PCA
2
Personal Capital Advisors
California
$92.5M +$15.1M +769,602 +21%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$66.3M
SEI Investments
4
SEI Investments
Pennsylvania
$54.1M +$39.7M +2,017,430 +329%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$48.5M -$2.98M -151,450 -6%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$29.6M +$28.4M +1,441,930 New
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$19M +$1.56M +79,400 +9%
Comerica Bank
8
Comerica Bank
Texas
$13.3M +$12.2M +621,148 New
LPL Financial
9
LPL Financial
California
$11.8M +$2.51M +127,772 +28%
NYLIM
10
New York Life Investment Management
New York
$10.1M +$1.06M +54,065 +12%
AssetMark Inc
11
AssetMark Inc
California
$10M -$522K -26,524 -5%
State Street
12
State Street
Massachusetts
$7.03M -$1.67M -84,985 -20%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.1M +$2.52K +128 +0%
Ameriprise
14
Ameriprise
Minnesota
$5.04M +$3.67M +186,694 +322%
IWMA
15
Ironwood Wealth Management (Arizona)
Arizona
$4.46M +$1.97M +99,968 +85%
Bank of America
16
Bank of America
North Carolina
$4.42M -$984K -50,050 -19%
HAC
17
Harbor Advisory Corp
New Hampshire
$4.09M -$1.21M -61,710 -24%
BL
18
BCWM LLC
Kansas
$4.03M +$77.5K +3,943 +2%
PAS
19
Park Avenue Securities
New York
$3.72M +$216K +10,987 +6%
SS
20
Sound Stewardship
Kansas
$3.7M +$3.54M +179,977 New
Osaic Holdings
21
Osaic Holdings
Arizona
$3.45M +$1.78M +90,750 +117%
APC
22
Aspire Private Capital
North Carolina
$3.17M +$8.38K +426 +0.3%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$3.02M +$1.1M +56,170 +62%
VA
24
Valmark Advisers
Ohio
$2.47M +$706K +35,915 +43%
IA
25
IFP Advisors
Florida
$2.44M +$893K +45,397 +109%

EBND Hedge Fund Activity: Q4 2022 in Review

174 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q4 2022, worth a combined $1.95B — up 7.5% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EBND positions and 25 closed out — a net gain of 27 holders — while 59 added to existing stakes and 39 trimmed.

The largest buyer was SEI Investments, adding an estimated $39.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $75.9M.

  • 174 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q4 2022, up from 149 in Q3 2022.
  • Funds reported $1.95B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q4 2022, up 7.5% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q4 2022 and 25 closed out, a net change of +27 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q4 2022 was SEI Investments, an estimated $39.7M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q4 2022 was Charles Schwab Investment Advisory, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2022.