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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

167 hedge funds and large institutions have $1.62B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 50

6% more capital invested

Capital invested by funds: $1.53B → $1.62B (+$90.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 89.11%89.03% (-0.08%)

5% less funds holding

Funds holding: 176167 (-9)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
167
Holders Change
-9
Holders Change %
-5.11%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
71
Reduced
50
Closed
33
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$950M +$15.7M +757,099 +2%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$326M +$216M +10,417,563 +173%
State Street
3
State Street
Massachusetts
$60.7M +$442K +21,270 +0.7%
SEI Investments
4
SEI Investments
Pennsylvania
$50.8M +$2.24M +108,034 +4%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$21.8M -$3.92M -188,489 -14%
LPL Financial
6
LPL Financial
California
$21.6M +$374K +17,980 +2%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$19.3M +$1.21M +58,116 +6%
Jane Street
8
Jane Street
New York
$12.8M -$9.33M -449,016 -41%
AssetMark Inc
9
AssetMark Inc
California
$12.3M +$405K +19,512 +3%
Comerica Bank
10
Comerica Bank
Texas
$12.3M +$12.9M +620,779 New
CIP
11
Capital Insight Partners
Arizona
$10.2M +$382K +18,403 +4%
Bank of America
12
Bank of America
North Carolina
$9.61M +$2.56M +123,266 +34%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.84M -$1.6M -77,234 -16%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$6.79M -$108K -5,178 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.18M +$1.16M +56,004 +27%
PAS
16
Park Avenue Securities
New York
$4.47M +$435K +20,955 +10%
APC
17
Aspire Private Capital
North Carolina
$4.05M +$189K +9,097 +5%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$4.03M +$4.22M +203,193 New
HAC
19
Harbor Advisory Corp
New Hampshire
$3.87M -$41.5K -2,000 -1%
BL
20
BCWM LLC
Kansas
$3.81M -$58.1K -2,798 -1%
SS
21
Sound Stewardship
Kansas
$3.73M +$86.3K +4,155 +2%
IWMA
22
Ironwood Wealth Management (Arizona)
Arizona
$3.46M -$1.36M -65,391 -27%
CSB
23
City State Bank
Iowa
$2.96M +$328K +15,805 +12%
PAG
24
Private Advisor Group
New Jersey
$2.71M +$115K +5,554 +4%
VA
25
Valmark Advisers
Ohio
$2.69M +$14.3K +687 +0.5%

EBND Hedge Fund Activity: Q3 2023 in Review

167 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q3 2023, worth a combined $1.62B — up 5.9% from $1.53B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EBND and 24 opened new positions — a net loss of 9 holders — while 50 trimmed existing stakes and 71 added.

The largest buyer was Empower Advisory Group, adding an estimated $216M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $21.1M sold.

  • 167 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q3 2023, down from 176 in Q2 2023.
  • Funds reported $1.62B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q3 2023, up 5.9% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q3 2023 and 33 closed out, a net change of -9 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q3 2023 was Empower Advisory Group, an estimated $216M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q3 2023 was Schroder Investment Management Group, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2023.