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First Trust Emerging Markets Local Currency Bond ETF

39 hedge funds and large institutions have $73M invested in First Trust Emerging Markets Local Currency Bond ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

29% more capital invested

Capital invested by funds: $56.4M → $73M (+$16.5M)

5% more funds holding

Funds holding: 3739 (+2)

2.01% more ownership

Funds ownership: 52.05%54.06% (+2%)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$211K +$215K +5,551 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$202K +$205K +5,310 New
CIAS
28
Capital Investment Advisory Services
North Carolina
$156K
AIC
29
Ameritas Investment Company
Nebraska
$75K +$75.7K +1,960 New
CFGS
30
Concourse Financial Group Securities
Alabama
$58K -$18.9K -490 -24%
UBS Group
31
UBS Group
Switzerland
$41K +$42.1K +1,089 New
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$31K -$7.81K -202 -20%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$29K +$6.49K +168 +28%
NFG
34
Next Financial Group
Texas
$21K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$14K
SFS
36
Sowell Financial Services
Arkansas
$12K +$12.5K +323 New
FGAM
37
Financial Gravity Asset Management
Texas
$2K
IA
38
IFP Advisors
Florida
$2K +$1.55K +40 New
FHC
39
First Heartland Consultants
Missouri
-$564K -14,563 Closed
APA
40
American Portfolios Advisors
New York
-$51K -1,316 Closed
CWA
41
Clarus Wealth Advisors
Arizona
-$39K -1,000 Closed
MGIA
42
Moneta Group Investment Advisors
Missouri
-$38K -981 Closed
TFA
43
Transamerica Financial Advisors
Florida
-$5K -128 Closed
US Bancorp
44
US Bancorp
Minnesota
-$3K -78 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
+$39 +1 New

FEMB Hedge Fund Activity: Q3 2019 in Review

39 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q3 2019, worth a combined $73M — up 29% from $56.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FEMB positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.2M. The largest seller was Hanlon Investment Management, cutting an estimated $1.18M.

  • 39 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q3 2019, up from 37 in Q2 2019.
  • Funds reported $73M of First Trust Emerging Markets Local Currency Bond ETF stock for Q3 2019, up 29% quarter-over-quarter.
  • 8 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q3 2019 and 6 closed out, a net change of +2 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q3 2019 was Morgan Stanley, an estimated $13.2M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q3 2019 was Hanlon Investment Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2019.