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State Street SPDR Bloomberg Emerging Markets Local Bond ETF

210 hedge funds and large institutions have $1.6B invested in State Street SPDR Bloomberg Emerging Markets Local Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 68 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

21% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 56

9% more funds holding

Funds holding: 193210 (+17)

1.6% less ownership

Funds ownership: 88.2%86.6% (-1.6%)

12% less capital invested

Capital invested by funds: $1.81B → $1.6B (-$210M)

Holders
210
Holders Change
+17
Holders Change %
+8.81%
% of All Funds
2.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
Increased
68
Reduced
56
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$875M -$56.3M -2,793,304 -6%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$424M +$30.7M +1,521,320 +8%
State Street
3
State Street
Massachusetts
$64.1M +$5.13M +254,741 +8%
SEI Investments
4
SEI Investments
Pennsylvania
$39.7M +$1.04M +51,608 +3%
LPL Financial
5
LPL Financial
California
$24.2M +$1.15M +56,925 +5%
CI Investments Inc
6
CI Investments Inc
Ontario, Canada
$18.6M +$56.4K +2,800 +0.3%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$14.8M +$1.56M +77,308 +11%
AssetMark Inc
8
AssetMark Inc
California
$12.3M +$335K +16,599 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.73M +$701K +34,781 +8%
Bank of America
10
Bank of America
North Carolina
$8.22M +$62K +3,076 +0.7%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$5.94M +$123K +6,082 +2%
VA
12
Valmark Advisers
Ohio
$5.44M +$2.31M +114,465 +70%
PAS
13
Park Avenue Securities
New York
$5.04M -$981K -48,685 -16%
APC
14
Aspire Private Capital
North Carolina
$4.72M +$222K +10,994 +5%
VMPIC
15
Varma Mutual Pension Insurance Co
Finland
$3.91M
CSB
16
City State Bank
Iowa
$3.81M -$414K -20,548 -10%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.68M -$4.7M -233,249 -63%
UBS Group
18
UBS Group
Switzerland
$2.61M +$65.6K +3,253 +2%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$2.34M -$54.4K -2,700 -2%
EFS
20
Econ Financial Services
Pennsylvania
$2.32M +$2.39M +118,570 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.24M +$185K +9,174 +9%
NA
22
NewEdge Advisors
Louisiana
$2.21M +$217K +10,746 +11%
HWP
23
Hibernia Wealth Partners
Louisiana
$2.14M -$2.18M -108,292 -50%
Jane Street
24
Jane Street
New York
$2.06M -$204K -10,123 -9%
SHJ
25
Sharkey, Howes & Javer
Colorado
$2.05M -$60.6K -3,005 -3%

EBND Hedge Fund Activity: Q4 2024 in Review

210 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) for Q4 2024, worth a combined $1.6B — down 12% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EBND positions and 29 closed out — a net gain of 19 holders — while 68 added to existing stakes and 56 trimmed.

The largest buyer was Empower Advisory Group, adding an estimated $30.7M. The largest seller was Charles Schwab, cutting an estimated $56.3M.

  • 210 institutional investors held State Street SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) as of Q4 2024, up from 193 in Q3 2024.
  • Funds reported $1.6B of State Street SPDR Bloomberg Emerging Markets Local Bond ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 48 funds opened new State Street SPDR Bloomberg Emerging Markets Local Bond ETF positions in Q4 2024 and 29 closed out, a net change of +19 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF buyer in Q4 2024 was Empower Advisory Group, an estimated $30.7M added.
  • The largest State Street SPDR Bloomberg Emerging Markets Local Bond ETF seller in Q4 2024 was Charles Schwab, an estimated $56.3M sold.

Based on aggregated 13F filings for Q4 2024.