First Trust TCW Emerging Markets Debt ETF
EFIX
EFIX was delisted on the 8th of April, 2025.
6 hedge funds and large institutions have $30.4M invested in First Trust TCW Emerging Markets Debt ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 4 → 6 (+2)
1% less capital invested
Capital invested by funds: $30.8M → $30.4M (-$401K)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$438K |
| 2 |
Jane Street
New York
|
+$143K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$19.2K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$17.9K |
| 5 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$13.4K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $29.8M | +$438K | +28,452 | +1% |
|
|
2
Jane Street
New York
| $615K | +$143K | +9,265 | +29% |
|
|
3
UBS Group
Zurich,
Switzerland
| $22.7K | +$19.2K | +1,243 | +452% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $17.4K | +$17.9K | +1,164 | New |
|
|
SCA
5
Stonebridge Capital Advisors
St Paul,
Minnesota
| $13K | +$13.4K | +871 | New |
|
|
BCMLT
6
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $12.5K | – | – | – |
|
EFIX Hedge Fund Activity: Q3 2023 in Review
6 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust TCW Emerging Markets Debt ETF (EFIX) for Q3 2023, worth a combined $30.4M — down 1.3% from $30.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EFIX positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Sound Income Strategies, adding an estimated $438K.
- 6 institutional investors held First Trust TCW Emerging Markets Debt ETF (EFIX) as of Q3 2023, up from 4 in Q2 2023.
- Funds reported $30.4M of First Trust TCW Emerging Markets Debt ETF stock for Q3 2023, down 1.3% quarter-over-quarter.
- 2 funds opened new First Trust TCW Emerging Markets Debt ETF positions in Q3 2023 and 0 closed out, a net change of +2 holders.
- The largest First Trust TCW Emerging Markets Debt ETF buyer in Q3 2023 was Sound Income Strategies, an estimated $438K added.
Based on aggregated 13F filings for Q3 2023.