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First Trust Emerging Markets Local Currency Bond ETF

28 hedge funds and large institutions have $25.9M invested in First Trust Emerging Markets Local Currency Bond ETF in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

27% more funds holding

Funds holding: 2228 (+6)

15.03% less ownership

Funds ownership: 66.12%51.09% (-15%)

25% less capital invested

Capital invested by funds: $34.4M → $25.9M (-$8.5M)

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
10
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$8.29M -$211K -5,044 -3%
Bank of America
2
Bank of America
North Carolina
$7.03M +$204K +4,859 +3%
WFG
3
Wills Financial Group
Virginia
$2.38M +$527K +12,580 +29%
Jane Street
4
Jane Street
New York
$1.69M +$1.01M +24,110 +151%
LPL Financial
5
LPL Financial
California
$1.23M +$622K +14,839 +104%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$968K +$488K +11,635 +103%
FAAS
7
First Allied Advisory Services
California
$884K +$204K +4,872 +30%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$746K -$103K -2,465 -12%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$443K -$433K -10,329 -50%
SI
10
SII Investments
Wisconsin
$411K +$199K +4,758 +96%
HighTower Advisors
11
HighTower Advisors
Illinois
$374K +$51.5K +1,228 +16%
HFS
12
HL Financial Services
Kentucky
$257K +$38.8K +926 +18%
CWM
13
Cornerstone Wealth Management
Missouri
$224K +$8.64K +206 +4%
GFPC
14
Global Financial Private Capital
Florida
$212K +$211K +5,031 New
PFS
15
Prospera Financial Services
Texas
$209K +$204K +4,855 New
CCM
16
Crabel Capital Management
California
$208K +$206K +4,925 New
MOS
17
MGO One Seven
Ohio
$99K +$98.2K +2,343 New
AWA
18
Acorn Wealth Advisors
Michigan
$52K +$50.3K +1,200 New
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$43K +$42.6K +1,015 New
BTIS
20
BB&T Investment Services
North Carolina
$37K
SP
21
SWS Partners
Ohio
$23K +$27.3K +650 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$19K +$18.7K +446 New
SPIA
23
Steward Partners Investment Advisory
New York
$10K
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$6K
IA
25
IFP Advisors
Florida
$4K +$4.19K +100 New

FEMB Hedge Fund Activity: Q4 2017 in Review

28 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q4 2017, worth a combined $25.9M — down 25% from $34.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FEMB positions and 6 closed out — a net gain of 6 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, adding an estimated $1.01M. The largest seller was LVZ Inc, exiting entirely with an estimated $9.36M sold.

  • 28 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q4 2017, up from 22 in Q3 2017.
  • Funds reported $25.9M of First Trust Emerging Markets Local Currency Bond ETF stock for Q4 2017, down 25% quarter-over-quarter.
  • 12 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q4 2017 and 6 closed out, a net change of +6 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q4 2017 was Jane Street, an estimated $1.01M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q4 2017 was LVZ Inc, an estimated $9.36M sold.

Based on aggregated 13F filings for Q4 2017.