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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
Bank of America
51
Bank of America
North Carolina
$53.6K +$54.9K +2,254 New
AF
52
Allworth Financial
California
$45.8K +$46.3K +1,901 New
T
53
Transce3nd
Texas
$20.2K +$20.7K +850 New
AF
54
Advisornet Financial
Minnesota
$12.3K – – –
CFD
55
Creative Financial Designs
Indiana
$10.7K +$9.16K +376 +515%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$10K -$4.99K -205 -33%
Wells Fargo
57
Wells Fargo
California
$8.16K -$111K -4,541 -93%
ACA
58
Aptus Capital Advisors
Alabama
$6.14K -$1.31K -54 -17%
GRP
59
Global Retirement Partners
California
$6.02K -$1.66K -68 -21%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$5K -$8.91K -366 -61%
Comerica Bank
61
Comerica Bank
Texas
$3.66K +$219 +9 +6%
SHF
62
Safe Harbor Fiduciary
Florida
$3.14K -$170 -7 -5%
IA
63
IFP Advisors
Florida
$2.92K – – –
FWM
64
FLP Wealth Management
Arkansas
$2.6K +$2.65K +109 New
RFG
65
REAP Financial Group
Texas
$2.19K +$122 +5 +6%
CAWM
66
Capital A Wealth Management
Pennsylvania
$1.26K +$1.29K +53 New
CA
67
CoreCap Advisors
Michigan
$1.21K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$1.07K +$1.1K +45 New
Q1WB
69
Quest 10 Wealth Builders
Virginia
$595 +$609 +25 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$452 -$24 -1 -5%
Morgan Stanley
71
Morgan Stanley
New York
$28 -$1.61K -66 -99%
KFS
72
Kelly Financial Services
Massachusetts
– -$300K -11,937 Closed
OPAM
73
Ocean Park Asset Management
California
– -$276K -11,000 Closed
CCFM
74
Clear Creek Financial Management
Washington
– -$233K -9,268 Closed
SW
75
Simplicity Wealth
New Jersey
– -$224K -8,928 Closed
1 2
3
4

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.