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State Street SPDR Bloomberg Emerging Markets USD Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3156 (+25)

61% more capital invested

Capital invested by funds: $190M → $306M (+$116M)

1.63% less ownership

Funds ownership: 87.72%86.08% (-1.6%)

Holders
56
Holders Change
+25
Holders Change %
+80.65%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
15
Reduced
8
Closed
4
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
$246M +$69.8M +2,913,721 +40%
LPL Financial
2
LPL Financial
California
$12.6M +$11.7M +487,908 +1,499%
AssetMark Inc
3
AssetMark Inc
California
$7.73M +$7.66M +319,821 New
Osaic Holdings
4
Osaic Holdings
Arizona
$7.4M +$7.31M +305,292 +44,764%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.95M +$5.16M +215,592 +705%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$4.69M +$4.64M +193,894 New
Jane Street
7
Jane Street
New York
$3.77M +$1.3M +54,474 +54%
APC
8
Aspire Private Capital
North Carolina
$2.67M +$2.37M +99,099 +865%
HPC
9
Hobart Private Capital
North Carolina
$1.85M +$742K +30,983 +68%
GM
10
GeoWealth Management
Illinois
$1.23M +$1.22M +50,961 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.11M +$325K +13,572 +42%
RCM
12
Raleigh Capital Management
North Carolina
$723K +$711K +29,707 +13,565%
WCFA
13
Walkner Condon Financial Advisors
Wisconsin
$711K +$704K +29,407 New
HWP
14
Hibernia Wealth Partners
Louisiana
$639K +$633K +26,441 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$563K +$558K +23,304 New
RA
16
RFG Advisory
Alabama
$549K +$544K +22,727 New
JCIA
17
Jackson Creek Investment Advisors
Colorado
$527K -$89.3K -3,730 -15%
HighTower Advisors
18
HighTower Advisors
Illinois
$498K +$496K +20,708 New
APW
19
Austin Private Wealth
Texas
$491K +$178K +7,445 +57%
AWM
20
Axxcess Wealth Management
California
$476K +$471K +19,676 New
AWM
21
AE Wealth Management
Kansas
$393K -$2.35M -98,133 -86%
MFS
22
McNamara Financial Services
Massachusetts
$387K +$383K +16,001 New
ACP
23
Aveo Capital Partners
Colorado
$377K +$378K +15,767 New
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$375K
FPWM
25
FSB Premier Wealth Management
Iowa
$374K +$370K +15,472 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.