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First Trust Emerging Markets Local Currency Bond ETF

46 hedge funds and large institutions have $78.9M invested in First Trust Emerging Markets Local Currency Bond ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

36% more capital invested

Capital invested by funds: $57.9M → $78.9M (+$21.1M)

10.63% more ownership

Funds ownership: 34.16%44.79% (+11%)

10% more funds holding

Funds holding: 4246 (+4)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.3M +$3.41M +97,110 +21%
First Trust Advisors
2
First Trust Advisors
Illinois
$9.12M -$322K -9,159 -3%
Jane Street
3
Jane Street
New York
$8.7M +$3.72M +105,823 +71%
1IA
4
1834 Investment Advisors
Wisconsin
$7.23M +$7.42M +211,228 New
KCM
5
Karp Capital Management
California
$4.88M +$5.01M +142,628 New
Wells Fargo
6
Wells Fargo
California
$4.74M +$626K +17,798 +15%
OMC
7
Old Mission Capital
Illinois
$3.69M +$3.79M +107,942 New
APWM
8
Atlas Private Wealth Management
New York
$2.19M -$46.3K -1,318 -2%
LPL Financial
9
LPL Financial
California
$1.96M +$156K +4,449 +8%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.75M +$59.7K +1,697 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.73M +$297K +8,459 +20%
FTUS
12
Flow Traders U.S.
New York
$1.47M -$565K -16,073 -27%
RJA
13
Raymond James & Associates
Florida
$1.28M +$109K +3,115 +9%
BFA
14
Brendel Financial Advisors
New Hampshire
$1.06M -$103K -2,918 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$974K +$236K +6,725 +31%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$967K +$10.1K +287 +1%
Truist Financial
17
Truist Financial
North Carolina
$956K +$247K +7,016 +34%
WCFA
18
Walkner Condon Financial Advisors
Wisconsin
$811K +$13.5K +383 +2%
SB
19
Strategic Blueprint
Georgia
$694K +$713K +20,288 New
SWP
20
Stratos Wealth Partners
Ohio
$690K -$2.04K -58 -0.3%
Stifel Financial
21
Stifel Financial
Missouri
$673K +$121K +3,439 +21%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$629K +$181K +5,160 +39%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$502K -$123K -3,507 -19%
ASN
24
Advisory Services Network
Georgia
$365K
SCA
25
Snowden Capital Advisors
New York
$351K -$18.8K -534 -5%

FEMB Hedge Fund Activity: Q3 2020 in Review

46 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q3 2020, worth a combined $78.9M — up 36% from $57.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FEMB positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was 1834 Investment Advisors, opening a new position worth an estimated $7.42M. The largest seller was Hanlon Investment Management, exiting entirely with an estimated $2.12M sold.

  • 46 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q3 2020, up from 42 in Q2 2020.
  • Funds reported $78.9M of First Trust Emerging Markets Local Currency Bond ETF stock for Q3 2020, up 36% quarter-over-quarter.
  • 9 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q3 2020 and 5 closed out, a net change of +4 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q3 2020 was 1834 Investment Advisors, an estimated $7.42M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q3 2020 was Hanlon Investment Management, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2020.