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First Trust Emerging Markets Local Currency Bond ETF

47 hedge funds and large institutions have $49.2M invested in First Trust Emerging Markets Local Currency Bond ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

12% more funds holding

Funds holding: 4247 (+5)

8% more capital invested

Capital invested by funds: $45.4M → $49.2M (+$3.79M)

7.86% more ownership

Funds ownership: 34.5%42.36% (+7.9%)

56% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 25

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$241K -$19.7K -779 -8%
CAL
27
Capital Analysts LLC
Pennsylvania
$183K -$21K -829 -11%
TRCT
28
Tower Research Capital (TRC)
New York
$119K +$38.2K +1,510 +50%
IA
29
IFP Advisors
Florida
$59K -$28.4K -1,120 -42%
UBS Group
30
UBS Group
Switzerland
$58.3K -$20.3K -800 -26%
FHA
31
First Horizon Advisors
Tennessee
$39.2K +$31.7K +1,250 +510%
CIAS
32
Capital Investment Advisory Services
North Carolina
$37.2K -$12.7K -500 -26%
CHC
33
City Holding Co
West Virginia
$32.4K -$912 -36 -3%
NA
34
NewEdge Advisors
Louisiana
$28.3K +$34K +1,344 New
SWM
35
Spire Wealth Management
Virginia
$12K +$11.2K +441 New
CFGS
36
Concourse Financial Group Securities
Alabama
$12K -$22.8K -901 -66%
MCC
37
Money Concepts Capital
Florida
$4.59K +$4.43K +175 New
CFD
38
Creative Financial Designs
Indiana
$4.25K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.99K +$2.89K +114 New
PAG
40
Private Advisor Group
New Jersey
$2K -$787K -31,087 -29%
LFG
41
Larson Financial Group
Missouri
$1.55K
GI
42
Gradient Investments
Minnesota
$1.16K -$47.9K -1,893 -98%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$1K -$355 -14 -24%
CAS
44
Coppell Advisory Solutions
Texas
$394 +$380 +15 New
CASC
45
Coppell Advisory Solutions Corp
Texas
$394 +$380 +15 New
CA
46
CoreCap Advisors
Michigan
$53 +$51 +2 New
Citadel Advisors
47
Citadel Advisors
Florida
-$1.22M -49,690 Closed
US Bancorp
48
US Bancorp
Minnesota
-$1K -58 Closed
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
-$253 -10 -43%

FEMB Hedge Fund Activity: Q4 2022 in Review

47 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q4 2022, worth a combined $49.2M — up 8.3% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FEMB positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $4.11M. The largest seller was Morgan Stanley, cutting an estimated $1.8M.

  • 47 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q4 2022, up from 42 in Q3 2022.
  • Funds reported $49.2M of First Trust Emerging Markets Local Currency Bond ETF stock for Q4 2022, up 8.3% quarter-over-quarter.
  • 9 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q4 2022 and 3 closed out, a net change of +6 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q4 2022 was Jane Street, an estimated $4.11M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q4 2022 was Morgan Stanley, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2022.