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EFIX

First Trust TCW Emerging Markets Debt ETF

Delisted

EFIX was delisted on the 8th of April, 2025.

4 hedge funds and large institutions have $30.8M invested in First Trust TCW Emerging Markets Debt ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 34 (+1)

4% more capital invested

Capital invested by funds: $29.7M → $30.8M (+$1.18M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
3
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1
Sound Income Strategies
Florida
$30.3M +$859K +55,636 +3%
Jane Street
2
Jane Street
New York
$492K +$335K +21,674 +214%
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.5K +$12.5K +807 New
UBS Group
4
UBS Group
Switzerland
$4.26K +$1.96K +127 +86%

EFIX Hedge Fund Activity: Q2 2023 in Review

4 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust TCW Emerging Markets Debt ETF (EFIX) for Q2 2023, worth a combined $30.8M — up 4% from $29.7M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new EFIX positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Sound Income Strategies, adding an estimated $859K.

  • 4 institutional investors held First Trust TCW Emerging Markets Debt ETF (EFIX) as of Q2 2023, up from 3 in Q1 2023.
  • Funds reported $30.8M of First Trust TCW Emerging Markets Debt ETF stock for Q2 2023, up 4% quarter-over-quarter.
  • 1 fund opened new First Trust TCW Emerging Markets Debt ETF positions in Q2 2023 and 0 closed out, a net change of +1 holder.
  • The largest First Trust TCW Emerging Markets Debt ETF buyer in Q2 2023 was Sound Income Strategies, an estimated $859K added.

Based on aggregated 13F filings for Q2 2023.