We are live on ! Find out more
EMHC icon

State Street SPDR Bloomberg Emerging Markets USD Bond ETF

56 hedge funds and large institutions have $306M invested in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

625% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 4

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

81% more funds holding

Funds holding: 3156 (+25)

61% more capital invested

Capital invested by funds: $190M → $306M (+$116M)

1.63% less ownership

Funds ownership: 87.72%86.08% (-1.6%)

Holders
56
Holders Change
+25
Holders Change %
+80.65%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
15
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
26
RWA Wealth Partners
Massachusetts
$360K
KFS
27
Kelly Financial Services
Massachusetts
$341K +$338K +14,096 +48,607%
HI
28
Harbour Investments
Wisconsin
$302K +$222K +9,267 +286%
CA
29
Cetera Advisors
Colorado
$277K +$274K +11,455 New
SW
30
Simplicity Wealth
New Jersey
$256K -$2.13K -89 -0.8%
NA
31
NewEdge Advisors
Louisiana
$236K +$232K +9,679 +9,679%
CFS
32
Cannon Financial Strategists
Georgia
$234K -$34.6K -1,444 -13%
AG
33
Ascent Group
Virginia
$234K -$8.38K -350 -3%
RFS
34
Richardson Financial Services
Massachusetts
$223K +$221K +9,232 New
CW
35
CreativeOne Wealth
Kansas
$222K +$220K +9,176 New
BWP
36
Balboa Wealth Partners
Arizona
$222K +$220K +9,169 New
BCI
37
Brinker Capital Investments
Pennsylvania
$212K -$77.5K -3,235 -27%
OPS
38
Orion Portfolio Solutions
Nebraska
$212K -$77.5K -3,235 -27%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$118K +$117K +4,901 New
GFPC
40
Global Financial Private Client
Florida
$94.8K +$94.8K +3,959 New
VAG
41
VisionPoint Advisory Group
Texas
$74.3K +$73.6K +3,075 New
RWPA
42
Richard W. Paul & Associates
Michigan
$67.3K +$66.7K +2,785 New
CP
43
Castleview Partners
Texas
$53.9K +$53.3K +2,228 New
SAM
44
Smartleaf Asset Management
Massachusetts
$44.6K +$2.9K +121 +7%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$9.06K +$8.98K +375 New
GRP
46
Global Retirement Partners
California
$8.39K +$311 +13 +4%
ACA
47
Aptus Capital Advisors
Alabama
$5.9K +$5.84K +244 New
Comerica Bank
48
Comerica Bank
Texas
$3.7K +$3.66K +153 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$3K +$2.56K +107 New
RG
50
Retirement Group
California
$2.91K

EMHC Hedge Fund Activity: Q1 2024 in Review

56 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) for Q1 2024, worth a combined $306M — up 61% from $190M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EMHC positions and 4 closed out — a net gain of 25 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $69.8M. The largest seller was AE Wealth Management, cutting an estimated $2.35M.

  • 56 institutional investors held State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) as of Q1 2024, up from 31 in Q4 2023.
  • Funds reported $306M of State Street SPDR Bloomberg Emerging Markets USD Bond ETF stock for Q1 2024, up 61% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Bloomberg Emerging Markets USD Bond ETF positions in Q1 2024 and 4 closed out, a net change of +25 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets USD Bond ETF buyer in Q1 2024 was Municipal Employees' Retirement System of Michigan, an estimated $69.8M added.
  • The largest State Street SPDR Bloomberg Emerging Markets USD Bond ETF seller in Q1 2024 was AE Wealth Management, an estimated $2.35M sold.

Based on aggregated 13F filings for Q1 2024.