State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
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.
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: 31 → 56 (+25)
61% more capital invested
Capital invested by funds: $190M → $306M (+$116M)
1.63% less ownership
Funds ownership: 87.72% → 86.08% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$69.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$11.7M |
| 3 |
AssetMark Inc
Concord,
California
|
+$7.66M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.31M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.35M |
| 2 |
WWG
West Wealth Group
Irvine,
California
|
-$432K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$343K |
| 4 |
IPWA
International Private Wealth Advisors
San Diego,
California
|
-$306K |
| 5 |
JCIA
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
-$89.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFG
51
REAP Financial Group
Austin,
Texas
| $2.15K | +$2.13K | +89 | New |
|
52
Fidelity Investments
Boston,
Massachusetts
| $2.02K | +$2.01K | +84 | New |
|
|
CFD
53
Creative Financial Designs
Kokomo,
Indiana
| $1.76K | – | – | – |
|
|
CA
54
CoreCap Advisors
Southfield,
Michigan
| $1.23K | +$1.22K | +51 | New |
|
55
Morgan Stanley
New York
| $701 | -$694 | -29 | -50% |
|
|
WWG
56
West Wealth Group
Irvine,
California
| – | -$432K | -17,752 | Closed |
|
|
57
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$343K | -14,041 | Closed |
|
|
IPWA
58
International Private Wealth Advisors
San Diego,
California
| – | -$306K | -12,579 | Closed |
|
59
UBS Group
Zurich,
Switzerland
| – | -$974 | -40 | Closed |
|
|
C
60
Covestor
London,
United Kingdom
| – | +$120 | +5 | New |
|
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.