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First Trust Emerging Markets Local Currency Bond ETF

56 hedge funds and large institutions have $119M invested in First Trust Emerging Markets Local Currency Bond ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

51% more capital invested

Capital invested by funds: $78.9M → $119M (+$40.5M)

22% more funds holding

Funds holding: 4656 (+10)

7.49% more ownership

Funds ownership: 44.79%52.28% (+7.5%)

Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
20
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
$21.8M +$358K +9,920 +2%
Jane Street
2
Jane Street
New York
$13.7M +$3.78M +104,752 +41%
SAM
3
Synergy Asset Management
Washington
$12.2M +$11.6M +321,413 New
Wells Fargo
4
Wells Fargo
California
$10.9M +$5.35M +148,020 +107%
First Trust Advisors
5
First Trust Advisors
Illinois
$10.6M +$406K +11,246 +4%
1IA
6
1834 Investment Advisors
Wisconsin
$8.23M +$185K +5,131 +2%
BCI
7
Brinker Capital Investments
Pennsylvania
$7.27M +$6.9M +191,000 New
KCM
8
Karp Capital Management
California
$6.31M +$835K +23,120 +16%
LPL Financial
9
LPL Financial
California
$4.1M +$1.82M +50,350 +88%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.63M +$659K +18,232 +36%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.15M +$215K +5,942 +12%
RJA
12
Raymond James & Associates
Florida
$1.99M +$533K +14,751 +39%
FTUS
13
Flow Traders U.S.
New York
$1.9M +$252K +6,971 +16%
OMC
14
Old Mission Capital
Illinois
$1.69M -$2.29M -63,453 -59%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.28M +$185K +5,129 +18%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.22M +$135K +3,735 +13%
Truist Financial
17
Truist Financial
North Carolina
$1.12M +$50.7K +1,405 +5%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.02M +$308K +8,519 +46%
WCFA
19
Walkner Condon Financial Advisors
Wisconsin
$1.01M +$107K +2,960 +12%
SWP
20
Stratos Wealth Partners
Ohio
$844K +$72.2K +2,000 +10%
Stifel Financial
21
Stifel Financial
Missouri
$739K -$9.21K -255 -1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$681K +$646K +17,886 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$541K -$16.1K -445 -3%
NA
24
NewEdge Advisors
Louisiana
$514K +$488K +13,507 New
EIA
25
Eldridge Investment Advisors
New Hampshire
$442K +$420K +11,616 New

FEMB Hedge Fund Activity: Q4 2020 in Review

56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q4 2020, worth a combined $119M — up 51% from $78.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FEMB positions and 5 closed out — a net gain of 11 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $6.9M. The largest seller was Old Mission Capital, cutting an estimated $2.29M.

  • 56 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q4 2020, up from 46 in Q3 2020.
  • Funds reported $119M of First Trust Emerging Markets Local Currency Bond ETF stock for Q4 2020, up 51% quarter-over-quarter.
  • 16 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q4 2020 and 5 closed out, a net change of +11 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q4 2020 was Brinker Capital Investments, an estimated $6.9M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q4 2020 was Old Mission Capital, an estimated $2.29M sold.

Based on aggregated 13F filings for Q4 2020.