First Trust TCW Emerging Markets Debt ETF
EFIX
EFIX was delisted on the 8th of April, 2025.
9 hedge funds and large institutions have $34.2M invested in First Trust TCW Emerging Markets Debt ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
12% more capital invested
Capital invested by funds: $30.4M → $34.2M (+$3.79M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
+$1.05M |
| 2 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$501K |
| 3 |
Jane Street
New York
|
+$97K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.45K |
| 5 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$427 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
-$13K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.83K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $32.3M | +$501K | +32,850 | +2% |
|
|
HW
2
Hedeker Wealth
Lincolnshire,
Illinois
| $1.1M | +$1.05M | +68,563 | New |
|
|
3
Jane Street
New York
| $759K | +$97K | +6,357 | +15% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $22.2K | +$3.45K | +226 | +19% |
|
|
5
UBS Group
Zurich,
Switzerland
| $18.2K | -$5.83K | -382 | -25% |
|
|
BCMLT
6
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $12.1K | – | – | – |
|
|
CJ
7
Caitlin John
Brighton,
Michigan
| $1.3K | +$1.24K | +81 | New |
|
8
Morgan Stanley
New York
| $38 | +$31 | +2 | New |
|
|
SCA
9
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$13K | -871 | Closed |
|
|
BTI
10
Blue Trust Inc
Alpharetta,
Georgia
| – | +$427 | +28 | New |
|
EFIX Hedge Fund Activity: Q4 2023 in Review
9 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust TCW Emerging Markets Debt ETF (EFIX) for Q4 2023, worth a combined $34.2M — up 12% from $30.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EFIX positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Hedeker Wealth, opening a new position worth an estimated $1.05M. The largest seller was Stonebridge Capital Advisors, exiting entirely with an estimated $13K sold.
- 9 institutional investors held First Trust TCW Emerging Markets Debt ETF (EFIX) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $34.2M of First Trust TCW Emerging Markets Debt ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 4 funds opened new First Trust TCW Emerging Markets Debt ETF positions in Q4 2023 and 1 closed out, a net change of +3 holders.
- The largest First Trust TCW Emerging Markets Debt ETF buyer in Q4 2023 was Hedeker Wealth, an estimated $1.05M added.
- The largest First Trust TCW Emerging Markets Debt ETF seller in Q4 2023 was Stonebridge Capital Advisors, an estimated $13K sold.
Based on aggregated 13F filings for Q4 2023.