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First Trust Emerging Markets Local Currency Bond ETF

64 hedge funds and large institutions have $127M invested in First Trust Emerging Markets Local Currency Bond ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 6364 (+1)

0.38% more ownership

Funds ownership: 48.6%48.98% (+0.38%)

1% less capital invested

Capital invested by funds: $128M → $127M (-$753K)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
27
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.7M +$1.07M +33,620 +4%
Wells Fargo
2
Wells Fargo
California
$24M +$3.35M +105,505 +16%
First Trust Advisors
3
First Trust Advisors
Illinois
$12.3M +$1.63M +51,184 +15%
1IA
4
1834 Investment Advisors
Wisconsin
$8.64M -$580K -18,262 -6%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.72M +$6.96M +219,215 +772%
KCM
6
Karp Capital Management
California
$7.35M -$91K -2,866 -1%
LPL Financial
7
LPL Financial
California
$4.9M +$960K +30,224 +24%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.47M -$1.84M -57,868 -29%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.61M +$536K +16,880 +17%
Truist Financial
10
Truist Financial
North Carolina
$3.2M +$199K +6,260 +6%
FTUS
11
Flow Traders U.S.
New York
$2.67M +$1.66M +52,349 +157%
CCA
12
Cottonwood Capital Advisors
Utah
$1.73M +$1.76M +55,578 New
BCM
13
Brookstone Capital Management
Illinois
$1.6M +$261K +8,233 +19%
EWM
14
Echo Wealth Management
Minnesota
$1.58M -$683K -21,520 -30%
EPAM
15
Euro Pacific Asset Management
Puerto Rico
$1.17M +$325K +10,249 +39%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.14M -$192K -6,034 -14%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.13M +$9.02K +284 +0.8%
SWP
18
Stratos Wealth Partners
Ohio
$1.07M -$1.52K -48 -0.1%
EE
19
EWG Elevate
California
$1.03M +$1.05M +32,961 New
Stifel Financial
20
Stifel Financial
Missouri
$1.01M +$162K +5,099 +19%
CAN
21
Cetera Advisor Networks
California
$936K +$267K +8,418 +39%
AO
22
Advisor OS
Illinois
$910K +$356K +11,226 +62%
Osaic Holdings
23
Osaic Holdings
Arizona
$781K -$2.99M -94,048 -79%
C
24
CEDRUS
Colorado
$730K +$744K +23,418 New
GWM
25
Geneos Wealth Management
Colorado
$724K -$9.97K -314 -1%

FEMB Hedge Fund Activity: Q4 2021 in Review

64 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q4 2021, worth a combined $127M — down 0.59% from $128M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FEMB positions and 9 closed out — a net gain of 2 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $6.96M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $3.67M sold.

  • 64 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q4 2021, up from 63 in Q3 2021.
  • Funds reported $127M of First Trust Emerging Markets Local Currency Bond ETF stock for Q4 2021, down 0.59% quarter-over-quarter.
  • 11 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q4 2021 and 9 closed out, a net change of +2 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q4 2021 was Baird Financial Group, an estimated $6.96M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q4 2021 was JP Morgan Chase, an estimated $3.67M sold.

Based on aggregated 13F filings for Q4 2021.