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State Street SPDR Bloomberg Emerging Markets USD Bond ETF

61 hedge funds and large institutions have $254M invested in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

9% more funds holding

Funds holding: 5661 (+5)

3.44% less ownership

Funds ownership: 86.08%82.65% (-3.4%)

17% less capital invested

Capital invested by funds: $306M → $254M (-$52.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
27
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
26
FSB Premier Wealth Management
Iowa
$369K +$858 +36 +0.2%
HI
27
Harbour Investments
Wisconsin
$365K +$67.6K +2,835 +23%
RWP
28
RWA Wealth Partners
Massachusetts
$354K
KFS
29
Kelly Financial Services
Massachusetts
$293K -$43.1K -1,809 -13%
BCI
30
Brinker Capital Investments
Pennsylvania
$288K +$79.8K +3,349 +38%
OPS
31
Orion Portfolio Solutions
Nebraska
$288K +$79.8K +3,349 +38%
SW
32
Simplicity Wealth
New Jersey
$280K +$27.7K +1,161 +11%
OPAM
33
Ocean Park Asset Management
California
$262K +$262K +11,000 New
JCIA
34
Jackson Creek Investment Advisors
Colorado
$253K -$267K -11,184 -51%
GM
35
GeoWealth Management
Illinois
$246K -$968K -40,620 -80%
CFS
36
Cannon Financial Strategists
Georgia
$230K
BWP
37
Balboa Wealth Partners
Arizona
$221K +$2.19K +92 +1%
RFS
38
Richardson Financial Services
Massachusetts
$214K -$6.36K -267 -3%
AG
39
Ascent Group
Virginia
$211K -$19.4K -815 -8%
CW
40
CreativeOne Wealth
Kansas
$209K -$9.32K -391 -4%
GFPC
41
Global Financial Private Client
Florida
$94.3K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$88K -$28.5K -1,196 -24%
CP
43
Castleview Partners
Texas
$79.8K +$26.7K +1,121 +50%
VAG
44
VisionPoint Advisory Group
Texas
$71.2K -$2.05K -86 -3%
RWPA
45
Richard W. Paul & Associates
Michigan
$66.8K +$405 +17 +0.6%
PS
46
Principal Securities
Iowa
$62.6K +$62.6K +2,627 New
SAM
47
Smartleaf Asset Management
Massachusetts
$31.3K -$12.7K -533 -29%
Wells Fargo
48
Wells Fargo
California
$30.6K +$30.6K +1,284 New
UBS Group
49
UBS Group
Switzerland
$29.3K +$29.3K +1,229 New
AF
50
Advisornet Financial
Minnesota
$12.3K +$12.3K +517 New

EMHC Hedge Fund Activity: Q2 2024 in Review

61 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) for Q2 2024, worth a combined $254M — down 17% from $306M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EMHC positions and 2 closed out — a net gain of 7 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Hibernia Wealth Partners, adding an estimated $1.14M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $50.2M.

  • 61 institutional investors held State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) as of Q2 2024, up from 56 in Q1 2024.
  • Funds reported $254M of State Street SPDR Bloomberg Emerging Markets USD Bond ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Bloomberg Emerging Markets USD Bond ETF positions in Q2 2024 and 2 closed out, a net change of +7 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets USD Bond ETF buyer in Q2 2024 was Hibernia Wealth Partners, an estimated $1.14M added.
  • The largest State Street SPDR Bloomberg Emerging Markets USD Bond ETF seller in Q2 2024 was Municipal Employees' Retirement System of Michigan, an estimated $50.2M sold.

Based on aggregated 13F filings for Q2 2024.