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First Trust Emerging Markets Local Currency Bond ETF

49 hedge funds and large institutions have $87.1M invested in First Trust Emerging Markets Local Currency Bond ETF in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

26% more funds holding

Funds holding: 3949 (+10)

19% more capital invested

Capital invested by funds: $73M → $87.1M (+$14.1M)

3.13% more ownership

Funds ownership: 54.06%57.19% (+3.1%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
49
Holders Change
+10
Holders Change %
+25.64%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
15
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
51
Financial Gravity Asset Management
Texas
-$2K -44 Closed
LAS
52
Lloyd Advisory Services
Georgia
+$77 +2 New

FEMB Hedge Fund Activity: Q4 2019 in Review

49 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q4 2019, worth a combined $87.1M — up 19% from $73M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FEMB positions and 4 closed out — a net gain of 11 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.87M. The largest seller was Bank of America, cutting an estimated $1.37M.

  • 49 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q4 2019, up from 39 in Q3 2019.
  • Funds reported $87.1M of First Trust Emerging Markets Local Currency Bond ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 15 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q4 2019 and 4 closed out, a net change of +11 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q4 2019 was Morgan Stanley, an estimated $5.87M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q4 2019 was Bank of America, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2019.