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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

187 hedge funds and large institutions have $1.73B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

12% more funds holding

Funds holding: 167187 (+20)

7% more capital invested

Capital invested by funds: $1.62B → $1.73B (+$113M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.33% less ownership

Funds ownership: 89.03%88.7% (-0.33%)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

Holders
187
Holders Change
+20
Holders Change %
+11.98%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
43
Increased
60
Reduced
62
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.02B +$6.7M +331,230 +0.7%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$365M +$15.4M +760,980 +5%
State Street
3
State Street
Massachusetts
$63M -$1.91M -94,378 -3%
SEI Investments
4
SEI Investments
Pennsylvania
$61.7M +$6.88M +340,092 +13%
LPL Financial
5
LPL Financial
California
$23.9M +$795K +39,275 +4%
CI Investments Inc
6
CI Investments Inc
Ontario, Canada
$16M -$4.43M -219,101 -23%
AssetMark Inc
7
AssetMark Inc
California
$13M -$195K -9,646 -2%
CIP
8
Capital Insight Partners
Arizona
$11.1M +$175K +8,657 +2%
Comerica Bank
9
Comerica Bank
Texas
$10.6M -$2.47M -121,982 -20%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.15M +$721K +35,628 +9%
Bank of America
11
Bank of America
North Carolina
$8.89M -$1.34M -66,244 -14%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$8.35M -$14.8M -729,725 -65%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$7.13M -$139K -6,874 -2%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$5.87M +$1.48M +73,205 +36%
PAS
15
Park Avenue Securities
New York
$5.29M +$480K +23,716 +11%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.89M -$620K -30,617 -12%
APC
17
Aspire Private Capital
North Carolina
$4.27M -$65.6K -3,243 -2%
PPW
18
Pasadena Private Wealth
California
$4.12M +$3.93M +194,151 New
VA
19
Valmark Advisers
Ohio
$3.42M +$513K +25,349 +19%
SS
20
Sound Stewardship
Kansas
$3.35M -$613K -30,287 -16%
CSB
21
City State Bank
Iowa
$3.18M +$12.6K +624 +0.4%
FTUS
22
Flow Traders U.S.
New York
$3.13M +$2.99M +147,616 New
PAG
23
Private Advisor Group
New Jersey
$2.9M +$546 +27 +0%
UBS Group
24
UBS Group
Switzerland
$2.82M +$1.65M +81,303 +158%
TWP
25
Tempus Wealth Planning
California
$2.58M +$1.22M +60,421 +99%

EBND Hedge Fund Activity: Q4 2023 in Review

187 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q4 2023, worth a combined $1.73B — up 7% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EBND positions and 23 closed out — a net gain of 20 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Empower Advisory Group, adding an estimated $15.4M. The largest seller was Mackenzie Financial, cutting an estimated $14.8M.

  • 187 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q4 2023, up from 167 in Q3 2023.
  • Funds reported $1.73B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q4 2023, up 7% quarter-over-quarter.
  • 43 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q4 2023 and 23 closed out, a net change of +20 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q4 2023 was Empower Advisory Group, an estimated $15.4M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q4 2023 was Mackenzie Financial, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2023.