First Trust TCW Emerging Markets Debt ETF
EFIX
EFIX was delisted on the 8th of April, 2025.
11 hedge funds and large institutions have $19.2M invested in First Trust TCW Emerging Markets Debt ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
57% more funds holding
Funds holding: 7 → 11 (+4)
3% less capital invested
Capital invested by funds: $19.9M → $19.2M (-$689K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Breiter Capital Management
Bradenton,
Florida
|
+$448K |
| 2 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
+$230K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$23.4K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.69K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$3.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$307K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$255K |
| 3 |
Jane Street
New York
|
-$196K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$126K |
| 5 |
JP Morgan Chase
New York
|
-$5.93K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Citigroup
New York
| $3.85M | – | – | – |
|
2
Goldman Sachs
New York
| $3.85M | – | – | – |
|
|
3
JP Morgan Chase
New York
| $3.85M | -$5.93K | -300 | -0.2% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3.69M | -$126K | -6,360 | -3% |
|
|
CS
5
Credit Suisse
Zurich,
Switzerland
| $1.69M | -$307K | -15,540 | -15% |
|
|
6
Jane Street
New York
| $1.61M | -$196K | -9,906 | -11% |
|
|
BCM
7
Breiter Capital Management
Bradenton,
Florida
| $437K | +$448K | +22,679 | New |
|
|
3LCM
8
3D/L Capital Management
Hartford,
Connecticut
| $225K | +$230K | +11,659 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $23K | +$23.4K | +1,185 | New |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $8K | +$8.69K | +440 | New |
|
|
PFGIA
11
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $3K | +$3.08K | +156 | New |
|
|
FTUS
12
Flow Traders U.S.
New York
| – | -$255K | -12,875 | Closed |
|
EFIX Hedge Fund Activity: Q3 2021 in Review
11 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust TCW Emerging Markets Debt ETF (EFIX) for Q3 2021, worth a combined $19.2M — down 3.5% from $19.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EFIX positions and 1 closed out — a net gain of 4 holders — while 0 added to existing stakes and 4 trimmed.
The largest buyer was Breiter Capital Management, opening a new position worth an estimated $448K. The largest seller was Credit Suisse, cutting an estimated $307K.
- 11 institutional investors held First Trust TCW Emerging Markets Debt ETF (EFIX) as of Q3 2021, up from 7 in Q2 2021.
- Funds reported $19.2M of First Trust TCW Emerging Markets Debt ETF stock for Q3 2021, down 3.5% quarter-over-quarter.
- 5 funds opened new First Trust TCW Emerging Markets Debt ETF positions in Q3 2021 and 1 closed out, a net change of +4 holders.
- The largest First Trust TCW Emerging Markets Debt ETF buyer in Q3 2021 was Breiter Capital Management, an estimated $448K added.
- The largest First Trust TCW Emerging Markets Debt ETF seller in Q3 2021 was Credit Suisse, an estimated $307K sold.
Based on aggregated 13F filings for Q3 2021.