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First Trust Emerging Markets Local Currency Bond ETF

67 hedge funds and large institutions have $154M invested in First Trust Emerging Markets Local Currency Bond ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

21% more capital invested

Capital invested by funds: $127M → $154M (+$26.1M)

5.53% more ownership

Funds ownership: 48.98%54.51% (+5.5%)

5% more funds holding

Funds holding: 6467 (+3)

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
36
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.2M +$3.3M +107,275 +14%
Wells Fargo
2
Wells Fargo
California
$23.1M -$120K -3,893 -0.5%
First Trust Advisors
3
First Trust Advisors
Illinois
$12M +$119K +3,860 +1%
GI
4
Gradient Investments
Minnesota
$10.3M +$10.5M +341,007 New
1IA
5
1834 Investment Advisors
Wisconsin
$8.3M -$66.2K -2,152 -0.8%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$7.99M +$536K +17,417 +7%
Jane Street
7
Jane Street
New York
$6M +$5.44M +176,844 +804%
LPL Financial
8
LPL Financial
California
$5.34M +$613K +19,915 +13%
Citadel Advisors
9
Citadel Advisors
Florida
$4.78M +$4.58M +148,807 +1,571%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.71M +$391K +12,723 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.11M +$3.07M +99,845 +274%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$3.56M +$78.2K +2,543 +2%
SMF
13
Sterling Manor Financial
New York
$3.48M +$3.55M +115,550 New
Truist Financial
14
Truist Financial
North Carolina
$3.19M +$97.8K +3,180 +3%
PAG
15
Private Advisor Group
New Jersey
$3.02M +$2.62M +85,051 +556%
FTUS
16
Flow Traders U.S.
New York
$2.31M -$279K -9,077 -11%
AO
17
Advisor OS
Illinois
$1.79M +$930K +30,232 +104%
EWM
18
Echo Wealth Management
Minnesota
$1.77M +$277K +9,020 +18%
BCM
19
Brookstone Capital Management
Illinois
$1.58M +$51K +1,658 +3%
CCA
20
Cottonwood Capital Advisors
Utah
$1.58M -$98.7K -3,210 -6%
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$1.39M +$1.16M +37,613 +444%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.27M +$181K +5,887 +16%
C
23
CEDRUS
Colorado
$1.26M +$562K +18,276 +78%
EE
24
EWG Elevate
California
$1.16M +$165K +5,361 +16%
Stifel Financial
25
Stifel Financial
Missouri
$1.01M +$38.9K +1,264 +4%

FEMB Hedge Fund Activity: Q1 2022 in Review

67 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q1 2022, worth a combined $154M — up 21% from $127M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FEMB positions and 6 closed out — a net gain of 5 holders — while 36 added to existing stakes and 17 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $10.5M. The largest seller was Karp Capital Management, cutting an estimated $6.76M.

  • 67 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q1 2022, up from 64 in Q4 2021.
  • Funds reported $154M of First Trust Emerging Markets Local Currency Bond ETF stock for Q1 2022, up 21% quarter-over-quarter.
  • 11 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q1 2022 and 6 closed out, a net change of +5 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q1 2022 was Gradient Investments, an estimated $10.5M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q1 2022 was Karp Capital Management, an estimated $6.76M sold.

Based on aggregated 13F filings for Q1 2022.