State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
11 hedge funds and large institutions have $178M invested in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
70% more capital invested
Capital invested by funds: $105M → $178M (+$73M)
38% more funds holding
Funds holding: 8 → 11 (+3)
7.87% less ownership
Funds ownership: 95.63% → 87.76% (-7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$69M |
| 2 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
+$730K |
| 3 |
CFS
Cannon Financial Strategists
Athens,
Georgia
|
+$215K |
| 4 |
Jane Street
New York
|
+$211K |
| 5 |
DK
David Kennon
Sarasota,
Florida
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$30.3K |
| 2 |
JCIA
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
-$71 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
1
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $173M | +$69M | +2,908,747 | +67% |
|
|
2
Jane Street
New York
| $1.74M | +$211K | +8,879 | +14% |
|
|
HPC
3
Hobart Private Capital
Charlotte,
North Carolina
| $733K | +$730K | +30,766 | New |
|
4
Schroder Investment Management Group
London,
United Kingdom
| $659K | – | – | – |
|
|
JCIA
5
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $587K | -$71 | -3 | -0% |
|
|
LPIC
6
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $355K | – | – | – |
|
|
CFS
7
Cannon Financial Strategists
Athens,
Georgia
| $216K | +$215K | +9,049 | New |
|
|
DK
8
David Kennon
Sarasota,
Florida
| $202K | +$201K | +8,470 | New |
|
9
UBS Group
Zurich,
Switzerland
| $15.4K | +$2.85K | +120 | +23% |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $6.65K | +$6.62K | +279 | New |
|
|
RG
11
Retirement Group
San Diego,
California
| $3K | – | – | – |
|
|
12
Morgan Stanley
New York
| – | -$30.3K | -1,300 | Closed |
|
EMHC Hedge Fund Activity: Q1 2023 in Review
11 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) for Q1 2023, worth a combined $178M — up 70% from $105M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EMHC positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $69M. The largest seller was Morgan Stanley, exiting entirely with an estimated $30.3K sold.
- 11 institutional investors held State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) as of Q1 2023, up from 8 in Q4 2022.
- Funds reported $178M of State Street SPDR Bloomberg Emerging Markets USD Bond ETF stock for Q1 2023, up 70% quarter-over-quarter.
- 4 funds opened new State Street SPDR Bloomberg Emerging Markets USD Bond ETF positions in Q1 2023 and 1 closed out, a net change of +3 holders.
- The largest State Street SPDR Bloomberg Emerging Markets USD Bond ETF buyer in Q1 2023 was Municipal Employees' Retirement System of Michigan, an estimated $69M added.
- The largest State Street SPDR Bloomberg Emerging Markets USD Bond ETF seller in Q1 2023 was Morgan Stanley, an estimated $30.3K sold.
Based on aggregated 13F filings for Q1 2023.