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VanEck JP Morgan EM Local Currency Bond ETF

211 hedge funds and large institutions have $2.43B invested in VanEck JP Morgan EM Local Currency Bond ETF in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 93 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $1.09M

2.15% less ownership

Funds ownership: 77.96%75.81% (-2.2%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

14% less funds holding

Funds holding: 245211 (-34)

36% less capital invested

Capital invested by funds: $3.77B → $2.43B (-$1.34B)

40% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 93

48% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 60

Holders
211
Holders Change
-34
Holders Change %
-13.88%
% of All Funds
4.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
31
Increased
56
Reduced
93
Closed
60
Calls
$1.39M
Puts
$1.09M
Net Calls
+$293K
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
176
Ameritas Investment Partners
Nebraska
$7K +$8.85K +275 New
LS
177
Leelyn Smith
Illinois
$6K -$12.9K -402 -66%
KTC
178
Kistler-Tiffany Companies
Pennsylvania
$6K
EWM
179
EPG Wealth Management
Georgia
$6K +$64 +2 +0.9%
AIC
180
Ameritas Investment Company
Nebraska
$5K -$676 -21 -11%
CFA
181
Carroll Financial Associates
North Carolina
$5K
CA
182
Centerpoint Advisors
Massachusetts
$5K
GI
183
Gradient Investments
Minnesota
$5K
PVH
184
Psagot Value Holdings
Israel
$5K
SSW
185
Smith Shellnut Wilson
Mississippi
$3K +$2.83K +88 New
FWM
186
Filbrandt Wealth Management
Wisconsin
$3K +$2.9K +90 New
SIAS
187
Shine Investment Advisory Services
Colorado
$3K +$3.22K +100 New
VNA
188
Valley National Advisers
Pennsylvania
$3K +$3.35K +104 New
AF
189
Allworth Financial
California
$2K
CHA
190
Carmichael Hill & Associates
Maryland
$2K
DOA
191
D'Orazio & Associates
Virginia
$2K
FRA
192
Front Row Advisors
California
$2K
HB
193
Horizon Bancorp
Indiana
$2K
PFBT
194
Parkside Financial Bank & Trust
Missouri
$2K +$1.87K +58 New
CA
195
Clearstead Advisors
Ohio
$2K +$1.93K +60 New
MIM
196
Macroview Investment Management
Maryland
$2K +$1.93K +60 New
ZB
197
Zions Bancorporation
Utah
$2K +$2.51K +78 New
FGAM
198
Financial Gravity Asset Management
Texas
$1.4K -$27.8K -865 -95%
TCM
199
Tradewinds Capital Management
Washington
$1K -$2.35K -73 -60%
LWM
200
Lenox Wealth Management
Ohio
$1K -$64 -2 -3%