First Trust TCW Emerging Markets Debt ETF
EFIX
EFIX was delisted on the 8th of April, 2025.
9 hedge funds and large institutions have $37.4M invested in First Trust TCW Emerging Markets Debt ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
6% more capital invested
Capital invested by funds: $35.2M → $37.4M (+$2.19M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$561K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$85.3K |
| 3 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
+$65.5K |
| 4 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$22.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$12.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.1K |
| 2 |
Morgan Stanley
New York
|
-$20 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $34.7M | +$22.6K | +1,383 | +0.1% |
|
|
HW
2
Hedeker Wealth
Lincolnshire,
Illinois
| $1.48M | +$65.5K | +4,008 | +5% |
|
|
3
Jane Street
New York
| $569K | +$561K | +34,336 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $327K | +$85.3K | +5,223 | +36% |
|
5
HighTower Advisors
Chicago,
Illinois
| $243K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $19K | +$12.8K | +782 | +216% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $5.04K | -$18.1K | -1,106 | -78% |
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| $2.16K | +$2.12K | +130 | New |
|
|
CJ
9
Caitlin John
Brighton,
Michigan
| $1.32K | – | – | – |
|
|
10
Morgan Stanley
New York
| – | -$20 | -1 | Closed |
|
EFIX Hedge Fund Activity: Q3 2024 in Review
9 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust TCW Emerging Markets Debt ETF (EFIX) for Q3 2024, worth a combined $37.4M — up 6.2% from $35.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EFIX positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $561K. The largest seller was Osaic Holdings, cutting an estimated $18.1K.
- 9 institutional investors held First Trust TCW Emerging Markets Debt ETF (EFIX) as of Q3 2024, up from 8 in Q2 2024.
- Funds reported $37.4M of First Trust TCW Emerging Markets Debt ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
- 2 funds opened new First Trust TCW Emerging Markets Debt ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest First Trust TCW Emerging Markets Debt ETF buyer in Q3 2024 was Jane Street, an estimated $561K added.
- The largest First Trust TCW Emerging Markets Debt ETF seller in Q3 2024 was Osaic Holdings, an estimated $18.1K sold.
Based on aggregated 13F filings for Q3 2024.