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State Street SPDR Bloomberg Emerging Markets USD Bond ETF

68 hedge funds and large institutions have $235M invested in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 23 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

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

11% more funds holding

Funds holding: 6168 (+7)

7% less capital invested

Capital invested by funds: $254M → $235M (-$18.5M)

11.68% less ownership

Funds ownership: 82.65%70.97% (-12%)

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
28
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Aveo Capital Partners
Colorado
$437K +$23.6K +965 +6%
AWM
27
Axxcess Wealth Management
California
$432K -$49.5K -2,020 -11%
MFS
28
McNamara Financial Services
Massachusetts
$426K +$10.5K +430 +3%
HI
29
Harbour Investments
Wisconsin
$421K +$35.3K +1,440 +9%
FPWM
30
FSB Premier Wealth Management
Iowa
$386K -$3.65K -149 -1%
RWP
31
RWA Wealth Partners
Massachusetts
$374K
KFS
32
Kelly Financial Services
Massachusetts
$300K -$9.29K -379 -3%
OPAM
33
Ocean Park Asset Management
California
$276K
LA
34
Lifeworks Advisors
Michigan
$263K +$257K +10,483 New
BCI
35
Brinker Capital Investments
Pennsylvania
$258K -$45K -1,838 -15%
OPS
36
Orion Portfolio Solutions
Nebraska
$258K -$45K -1,838 -15%
CW
37
CreativeOne Wealth
Kansas
$257K +$35.5K +1,450 +17%
CFS
38
Cannon Financial Strategists
Georgia
$245K +$2.03K +83 +0.9%
CCFM
39
Clear Creek Financial Management
Washington
$233K +$227K +9,268 New
BWP
40
Balboa Wealth Partners
Arizona
$229K -$3.65K -149 -2%
SW
41
Simplicity Wealth
New Jersey
$224K -$69.4K -2,833 -24%
RFS
42
Richardson Financial Services
Massachusetts
$221K +$7.43K +303 +3%
Citadel Advisors
43
Citadel Advisors
Florida
$220K +$214K +8,743 New
AG
44
Ascent Group
Virginia
$213K -$9.19K -375 -4%
Wells Fargo
45
Wells Fargo
California
$123K +$88.2K +3,600 +280%
GFPC
46
Global Financial Private Client
Florida
$97.7K -$1.72K -70 -2%
FFA
47
Farther Finance Advisors
California
$72K +$62.2K +2,539 +779%
VAG
48
VisionPoint Advisory Group
Texas
$68.9K -$6K -245 -8%
PS
49
Principal Securities
Iowa
$67.1K +$1.1K +45 +2%
RWPA
50
Richard W. Paul & Associates
Michigan
$62.5K -$7.65K -312 -11%

EMHC Hedge Fund Activity: Q3 2024 in Review

68 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) for Q3 2024, worth a combined $235M — down 7.3% from $254M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EMHC positions and 2 closed out — a net gain of 7 holders — while 28 added to existing stakes and 23 trimmed.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $2.28M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $39M.

  • 68 institutional investors held State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) as of Q3 2024, up from 61 in Q2 2024.
  • Funds reported $235M of State Street SPDR Bloomberg Emerging Markets USD Bond ETF stock for Q3 2024, down 7.3% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Bloomberg Emerging Markets USD Bond ETF positions in Q3 2024 and 2 closed out, a net change of +7 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets USD Bond ETF buyer in Q3 2024 was Park Avenue Securities, an estimated $2.28M added.
  • The largest State Street SPDR Bloomberg Emerging Markets USD Bond ETF seller in Q3 2024 was Municipal Employees' Retirement System of Michigan, an estimated $39M sold.

Based on aggregated 13F filings for Q3 2024.