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First Trust Emerging Markets Local Currency Bond ETF

70 hedge funds and large institutions have $85.1M invested in First Trust Emerging Markets Local Currency Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

6% more funds holding

Funds holding: 6670 (+4)

13.05% less ownership

Funds ownership: 59.75%46.7% (-13%)

31% less capital invested

Capital invested by funds: $123M → $85.1M (-$37.9M)

58% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 33

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
14
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
51
Wintrust Investments
Illinois
$26K -$218 -8 -0.8%
CAL
52
Capital Analysts LLC
Pennsylvania
$22K
RCM
53
Raleigh Capital Management
North Carolina
$15K -$14.3K -525 -48%
US Bancorp
54
US Bancorp
Minnesota
$10.1K +$10.6K +388 New
CIAS
55
Capital Investment Advisory Services
North Carolina
$9.02K -$19.6K -720 -67%
TAM
56
Tucker Asset Management
Colorado
$8.88K +$7.33K +269 +368%
AWM
57
AE Wealth Management
Kansas
$6.74K -$341K -12,511 -98%
KIM
58
Kestra Investment Management
Texas
$6.57K +$6.9K +253 New
CFD
59
Creative Financial Designs
Indiana
$6.5K +$2.13K +78 +45%
PTC
60
Private Trust Company
Ohio
$5.27K -$3.49K -128 -39%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$5K -$1.53M -56,095 -100%
SIM
62
Synergy Investment Management
Florida
$3.46K +$3.63K +133 New
IA
63
IFP Advisors
Florida
$2.86K
NFSG
64
Newbridge Financial Services Group
Florida
$1.64K
LFG
65
Larson Financial Group
Missouri
$1.53K
CJ
66
Caitlin John
Michigan
$1.35K
CFGS
67
Concourse Financial Group Securities
Alabama
$665 -$225K -8,259 -100%
AF
68
Advisornet Financial
Minnesota
$312
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$130 +$136 +5 New
UBS Group
70
UBS Group
Switzerland
$26
RC
71
Rareview Capital
Nevada
-$1.69M -58,441 Closed
DADC
72
D.A. Davidson & Co
Montana
-$813K -28,059 Closed
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
-$768K -26,516 Closed
VAS
74
Vestmark Advisory Solutions
Massachusetts
-$488K -16,841 Closed
Bank of New York Mellon
75
Bank of New York Mellon
New York
-$349K -12,040 Closed

FEMB Hedge Fund Activity: Q4 2024 in Review

70 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q4 2024, worth a combined $85.1M — down 31% from $123M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FEMB positions and 9 closed out — a net gain of 7 holders — while 14 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $13.2M. The largest seller was Morgan Stanley, cutting an estimated $13.3M.

  • 70 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $85.1M of First Trust Emerging Markets Local Currency Bond ETF stock for Q4 2024, down 31% quarter-over-quarter.
  • 16 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q4 2024 and 9 closed out, a net change of +7 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q4 2024 was Jane Street, an estimated $13.2M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q4 2024 was Morgan Stanley, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2024.