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State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC

72 hedge funds and large institutions have $226M invested in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

8.41% more ownership

Funds ownership: 70.97% → 79.37% (+8.4%)

6% more funds holding

Funds holding: 68 → 72 (+4)

4% less capital invested

Capital invested by funds: $235M → $226M (-$8.62M)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
36
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$943K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$899K
3
LPL Financial
LPL Financial
California
+$877K
4
SAW
Signal Advisors Wealth
Michigan
+$672K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$433K

Top Sellers

Rank Fund Capital Flow
1
HWP
Hibernia Wealth Partners
Louisiana
-$886K
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$468K
3
KFS
Kelly Financial Services
Massachusetts
-$300K
4
OPAM
Ocean Park Asset Management
California
-$276K
5
CCFM
Clear Creek Financial Management
Washington
-$233K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$533K +$91.3K +3,750 +20%
HI
27
Harbour Investments
Wisconsin
$432K +$33.8K +1,387 +8%
NA
28
Novus Advisors
South Carolina
$421K +$432K +17,719 New
ACP
29
Aveo Capital Partners
Colorado
$417K +$2.65K +109 +0.6%
MFS
30
McNamara Financial Services
Massachusetts
$364K -$40.1K -1,648 -10%
FPWM
31
FSB Premier Wealth Management
Iowa
$362K -$3.73K -153 -1%
RWP
32
RWA Wealth Partners
Massachusetts
$354K – – –
FTUS
33
Flow Traders U.S.
New York
$342K +$350K +14,377 New
CW
34
CreativeOne Wealth
Kansas
$292K +$49.8K +2,046 +20%
IPWA
35
International Private Wealth Advisors
California
$270K +$277K +11,356 New
BCI
36
Brinker Capital Investments
Pennsylvania
$252K +$7.96K +327 +3%
OPS
37
Orion Portfolio Solutions
Nebraska
$252K +$7.96K +327 +3%
LA
38
Lifeworks Advisors
Michigan
$234K -$16K -656 -6%
CFS
39
Cannon Financial Strategists
Georgia
$232K – – –
AWM
40
Axxcess Wealth Management
California
$228K -$186K -7,635 -44%
BWP
41
Balboa Wealth Partners
Arizona
$228K +$11.2K +458 +5%
AG
42
Ascent Group
Virginia
$205K +$3.94K +162 +2%
RFS
43
Richardson Financial Services
Massachusetts
$181K -$40.6K -1,667 -18%
GFPC
44
Global Financial Private Client
Florida
$96.9K +$4.48K +184 +5%
FFA
45
Farther Finance Advisors
California
$77.8K +$9.91K +407 +14%
VAG
46
VisionPoint Advisory Group
Texas
$64.8K -$633 -26 -0.9%
CP
47
Castleview Partners
Texas
$64.6K +$8.38K +344 +15%
PS
48
Principal Securities
Iowa
$61.1K -$2.48K -102 -4%
SAM
49
Smartleaf Asset Management
Massachusetts
$60K +$14.8K +609 +32%
RWPA
50
Richard W. Paul & Associates
Michigan
$59.2K -$49 -2 -0.1%
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EMHC Hedge Fund Activity: Q4 2024 in Review

72 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) for Q4 2024, worth a combined $226M — down 3.7% from $235M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EMHC positions and 7 closed out — a net gain of 4 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Portfolio Solutions, adding an estimated $943K. The largest seller was Hibernia Wealth Partners, cutting an estimated $886K.

  • 72 institutional investors held State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) as of Q4 2024, up from 68 in Q3 2024.
  • Funds reported $226M of State Street SPDR Bloomberg Emerging Markets USD Bond ETF stock for Q4 2024, down 3.7% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Bloomberg Emerging Markets USD Bond ETF positions in Q4 2024 and 7 closed out, a net change of +4 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets USD Bond ETF buyer in Q4 2024 was Envestnet Portfolio Solutions, an estimated $943K added.
  • The largest State Street SPDR Bloomberg Emerging Markets USD Bond ETF seller in Q4 2024 was Hibernia Wealth Partners, an estimated $886K sold.

Based on aggregated 13F filings for Q4 2024.