State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
11 hedge funds and large institutions have $183M invested in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
1.72% more ownership
Funds ownership: 87.76% → 89.49% (+1.7%)
3% more capital invested
Capital invested by funds: $178M → $183M (+$5.24M)
0% more funds holding
Funds holding: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.9M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$469K |
| 3 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$454K |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$351K |
| 5 |
Morgan Stanley
New York
|
+$193K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFS
Cannon Financial Strategists
Athens,
Georgia
|
-$216K |
| 2 |
DK
David Kennon
Sarasota,
Florida
|
-$202K |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$39.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
1
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $173M | +$454K | +19,228 | +0.3% |
|
|
2
Jane Street
New York
| $6.67M | +$4.9M | +207,329 | +284% |
|
|
HPC
3
Hobart Private Capital
Charlotte,
North Carolina
| $756K | +$23.5K | +996 | +3% |
|
|
4
Schroder Investment Management Group
London,
United Kingdom
| $618K | -$39.3K | -1,662 | -6% |
|
|
JCIA
5
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $594K | +$7.92K | +335 | +1% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $472K | +$469K | +19,832 | New |
|
|
RWP
7
RWA Wealth Partners
Newton,
Massachusetts
| $354K | +$351K | +14,875 | New |
|
|
8
Morgan Stanley
New York
| $195K | +$193K | +8,180 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $6.64K | – | – | – |
|
|
RG
10
Retirement Group
San Diego,
California
| $3K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $428 | -$14.9K | -629 | -97% |
|
|
CFS
12
Cannon Financial Strategists
Athens,
Georgia
| – | -$216K | -9,049 | Closed |
|
|
DK
13
David Kennon
Sarasota,
Florida
| – | -$202K | -8,470 | Closed |
|
EMHC Hedge Fund Activity: Q2 2023 in Review
11 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) for Q2 2023, worth a combined $183M — up 3% from $178M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EMHC positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $4.9M. The largest seller was Cannon Financial Strategists, exiting entirely with an estimated $216K sold.
- 11 institutional investors held State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $183M of State Street SPDR Bloomberg Emerging Markets USD Bond ETF stock for Q2 2023, up 3% quarter-over-quarter.
- 3 funds opened new State Street SPDR Bloomberg Emerging Markets USD Bond ETF positions in Q2 2023 and 2 closed out, a net change of +1 holder.
- The largest State Street SPDR Bloomberg Emerging Markets USD Bond ETF buyer in Q2 2023 was Jane Street, an estimated $4.9M added.
- The largest State Street SPDR Bloomberg Emerging Markets USD Bond ETF seller in Q2 2023 was Cannon Financial Strategists, an estimated $216K sold.
Based on aggregated 13F filings for Q2 2023.