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First Trust Emerging Markets Local Currency Bond ETF

60 hedge funds and large institutions have $154M invested in First Trust Emerging Markets Local Currency Bond ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 7

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

29% more capital invested

Capital invested by funds: $119M → $154M (+$34.9M)

7% more funds holding

Funds holding: 5660 (+4)

4.49% more ownership

Funds ownership: 52.28%56.77% (+4.5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
33
Reduced
7
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$34.5M +$26.2M +716,132 +250%
Morgan Stanley
2
Morgan Stanley
New York
$24.4M +$5M +136,736 +24%
First Trust Advisors
3
First Trust Advisors
Illinois
$14.7M +$5.44M +148,725 +54%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$7.87M +$7.39M +201,793 +750%
1IA
5
1834 Investment Advisors
Wisconsin
$7.85M +$440K +12,012 +6%
BCI
6
Brinker Capital Investments
Pennsylvania
$6.57M
KCM
7
Karp Capital Management
California
$6.49M +$841K +22,972 +14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.11M +$5.27M +144,039 +429%
LPL Financial
9
LPL Financial
California
$5.45M +$1.86M +50,861 +47%
Truist Financial
10
Truist Financial
North Carolina
$5.22M +$4.48M +122,522 +417%
FTUS
11
Flow Traders U.S.
New York
$4.65M +$3.13M +85,473 +171%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.9M +$1.61M +44,037 +64%
OMC
13
Old Mission Capital
Illinois
$3.53M +$2.13M +58,278 +131%
Stifel Financial
14
Stifel Financial
Missouri
$2.5M +$1.95M +53,377 +275%
RJA
15
Raymond James & Associates
Florida
$1.99M +$202K +5,511 +11%
EWM
16
Echo Wealth Management
Minnesota
$1.91M +$2.04M +55,640 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.91M +$1.51M +41,154 +289%
HAS
18
HBW Advisory Services
California
$1.72M +$1.83M +49,954 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.57M -$392K -10,716 -19%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.52M +$446K +12,188 +38%
LI
21
LVZ Inc
Michigan
$1.2M +$1.28M +34,966 New
SWP
22
Stratos Wealth Partners
Ohio
$1.07M +$330K +9,024 +41%
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$934K +$17.9K +489 +2%
BCM
24
Brookstone Capital Management
Illinois
$811K +$864K +23,593 New
HI
25
Harbour Investments
Wisconsin
$650K +$692K +18,898 New

FEMB Hedge Fund Activity: Q1 2021 in Review

60 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q1 2021, worth a combined $154M — up 29% from $119M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FEMB positions and 11 closed out — a net gain of 4 holders — while 33 added to existing stakes and 7 trimmed.

The largest buyer was Wells Fargo, adding an estimated $26.2M. The largest seller was Jane Street, exiting entirely with an estimated $13.7M sold.

  • 60 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q1 2021, up from 56 in Q4 2020.
  • Funds reported $154M of First Trust Emerging Markets Local Currency Bond ETF stock for Q1 2021, up 29% quarter-over-quarter.
  • 15 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q1 2021 and 11 closed out, a net change of +4 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q1 2021 was Wells Fargo, an estimated $26.2M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q1 2021 was Jane Street, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2021.