First Trust TCW Emerging Markets Debt ETF
EFIX
EFIX was delisted on the 8th of April, 2025.
8 hedge funds and large institutions have $35.2M invested in First Trust TCW Emerging Markets Debt ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% more funds holding
Funds holding: 8 → 8 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
2% less capital invested
Capital invested by funds: $36.1M → $35.2M (-$882K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$269K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$234K |
| 3 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
+$158K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$44.6K |
| 5 |
Morgan Stanley
New York
|
+$16 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$682K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$45.6K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.1K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
-$1.55K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $33.3M | +$269K | +16,735 | +0.8% |
|
|
HW
2
Hedeker Wealth
Lincolnshire,
Illinois
| $1.36M | +$158K | +9,839 | +13% |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $233K | +$44.6K | +2,772 | +23% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $231K | +$234K | +14,526 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $22.5K | -$4.1K | -255 | -15% |
|
|
6
UBS Group
Zurich,
Switzerland
| $5.76K | -$45.6K | -2,834 | -89% |
|
|
CJ
7
Caitlin John
Brighton,
Michigan
| $1.29K | – | – | – |
|
|
8
Morgan Stanley
New York
| $20 | +$16 | +1 | New |
|
|
9
Jane Street
New York
| – | -$682K | -41,802 | Closed |
|
|
PS
10
Principal Securities
Des Moines,
Iowa
| – | -$1.55K | -95 | Closed |
|
EFIX Hedge Fund Activity: Q2 2024 in Review
8 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust TCW Emerging Markets Debt ETF (EFIX) for Q2 2024, worth a combined $35.2M — down 2.4% from $36.1M a quarter earlier.
Fund positioning in EFIX was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Sound Income Strategies, adding an estimated $269K. The largest seller was Jane Street, exiting entirely with an estimated $682K sold.
- 8 institutional investors held First Trust TCW Emerging Markets Debt ETF (EFIX) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $35.2M of First Trust TCW Emerging Markets Debt ETF stock for Q2 2024, down 2.4% quarter-over-quarter.
- 2 funds opened new First Trust TCW Emerging Markets Debt ETF positions in Q2 2024 and 2 closed out, a net change of 0 holders.
- The largest First Trust TCW Emerging Markets Debt ETF buyer in Q2 2024 was Sound Income Strategies, an estimated $269K added.
- The largest First Trust TCW Emerging Markets Debt ETF seller in Q2 2024 was Jane Street, an estimated $682K sold.
Based on aggregated 13F filings for Q2 2024.