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State Street SPDR Bloomberg Emerging Markets USD Bond ETF

31 hedge funds and large institutions have $190M invested in State Street SPDR Bloomberg Emerging Markets USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more funds holding

Funds holding: 1231 (+19)

11% more capital invested

Capital invested by funds: $171M → $190M (+$18.9M)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

0.02% less ownership

Funds ownership: 87.74%87.72% (-0.02%)

Holders
31
Holders Change
+19
Holders Change %
+158.33%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
4
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$177M
AWM
2
AE Wealth Management
Kansas
$2.73M +$2.63M +114,374 New
Jane Street
3
Jane Street
New York
$2.47M -$521K -22,636 -18%
HPC
4
Hobart Private Capital
North Carolina
$1.11M +$253K +11,009 +32%
LPL Financial
5
LPL Financial
California
$793K +$374K +16,257 +100%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$786K +$743K +32,283 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$745K +$704K +30,567 New
JCIA
8
Jackson Creek Investment Advisors
Colorado
$622K +$9.67K +420 +2%
WWG
9
West Wealth Group
California
$432K +$409K +17,752 New
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$378K -$188K -8,186 -35%
RWP
11
RWA Wealth Partners
Massachusetts
$362K
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$343K -$450K -19,531 -58%
APW
13
Austin Private Wealth
Texas
$319K +$301K +13,082 New
IPWA
14
International Private Wealth Advisors
California
$306K +$290K +12,579 New
BCI
15
Brinker Capital Investments
Pennsylvania
$286K +$276K +11,993 New
OPS
16
Orion Portfolio Solutions
Nebraska
$286K +$276K +11,993 New
APC
17
Aspire Private Capital
North Carolina
$279K +$264K +11,451 New
CFS
18
Cannon Financial Strategists
Georgia
$271K +$256K +11,116 New
SW
19
Simplicity Wealth
New Jersey
$260K +$246K +10,689 New
AG
20
Ascent Group
Virginia
$239K +$230K +10,012 New
HI
21
Harbour Investments
Wisconsin
$78.9K +$74.5K +3,238 New
SAM
22
Smartleaf Asset Management
Massachusetts
$41.9K +$39.5K +1,715 New
Osaic Holdings
23
Osaic Holdings
Arizona
$16.6K +$9.07K +394 +137%
GRP
24
Global Retirement Partners
California
$8K +$7.69K +334 New
RCM
25
Raleigh Capital Management
North Carolina
$5.33K +$5.04K +219 New

EMHC Hedge Fund Activity: Q4 2023 in Review

31 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) for Q4 2023, worth a combined $190M — up 11% from $171M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EMHC positions and 0 closed out — a net gain of 19 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $2.63M. The largest seller was Jane Street, cutting an estimated $521K.

  • 31 institutional investors held State Street SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) as of Q4 2023, up from 12 in Q3 2023.
  • Funds reported $190M of State Street SPDR Bloomberg Emerging Markets USD Bond ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Bloomberg Emerging Markets USD Bond ETF positions in Q4 2023 and 0 closed out, a net change of +19 holders.
  • The largest State Street SPDR Bloomberg Emerging Markets USD Bond ETF buyer in Q4 2023 was AE Wealth Management, an estimated $2.63M added.
  • The largest State Street SPDR Bloomberg Emerging Markets USD Bond ETF seller in Q4 2023 was Jane Street, an estimated $521K sold.

Based on aggregated 13F filings for Q4 2023.