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First Trust Emerging Markets Local Currency Bond ETF

47 hedge funds and large institutions have $49.2M invested in First Trust Emerging Markets Local Currency Bond ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

12% more funds holding

Funds holding: 4247 (+5)

8% more capital invested

Capital invested by funds: $45.4M → $49.2M (+$3.79M)

7.86% more ownership

Funds ownership: 34.5%42.36% (+7.9%)

56% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 25

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$7.45M +$4.11M +162,226 +133%
Morgan Stanley
2
Morgan Stanley
New York
$6.5M -$1.8M -71,128 -22%
Wells Fargo
3
Wells Fargo
California
$4.35M +$976K +38,537 +30%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.34M -$87.9K -3,471 -2%
Truist Financial
5
Truist Financial
North Carolina
$4.21M +$124K +4,893 +3%
LPL Financial
6
LPL Financial
California
$3.98M -$6.71K -265 -0.2%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.21M -$1.13M -44,448 -35%
EPAM
8
Euro Pacific Asset Management
Puerto Rico
$1.85M +$426K +16,809 +33%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.72M +$950K +37,521 +134%
TAM
10
Tocqueville Asset Management
New York
$1.58M +$1.53M +60,312 New
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$1.55M +$77.9K +3,078 +5%
HI
12
Harbour Investments
Wisconsin
$1.22M +$145K +5,719 +14%
EE
13
EWG Elevate
California
$1.12M +$63.6K +2,511 +6%
CCA
14
Cottonwood Capital Advisors
Utah
$1.11M -$3.85K -152 -0.4%
FTUS
15
Flow Traders U.S.
New York
$991K -$32.9K -1,298 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$755K -$187K -7,373 -20%
SWP
17
Stratos Wealth Partners
Ohio
$603K -$183K -7,209 -24%
CAN
18
Cetera Advisor Networks
California
$502K -$439K -17,348 -48%
OMC
19
Old Mission Capital
Illinois
$484K +$467K +18,454 New
WWMSC
20
Wagner Wealth Management (South Carolina)
South Carolina
$395K -$23.9K -942 -6%
Osaic Holdings
21
Osaic Holdings
Arizona
$389K -$24.9K -982 -6%
GWM
22
Geneos Wealth Management
Colorado
$291K -$355 -14 -0.1%
PFS
23
Prospera Financial Services
Texas
$281K -$2.53K -100 -0.9%
WI
24
Wintrust Investments
Illinois
$255K -$8.76K -346 -3%
AAS
25
Ameritas Advisory Services
Nebraska
$242K +$22.5K +890 +11%

FEMB Hedge Fund Activity: Q4 2022 in Review

47 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q4 2022, worth a combined $49.2M — up 8.3% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FEMB positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $4.11M. The largest seller was Morgan Stanley, cutting an estimated $1.8M.

  • 47 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q4 2022, up from 42 in Q3 2022.
  • Funds reported $49.2M of First Trust Emerging Markets Local Currency Bond ETF stock for Q4 2022, up 8.3% quarter-over-quarter.
  • 9 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q4 2022 and 3 closed out, a net change of +6 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q4 2022 was Jane Street, an estimated $4.11M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q4 2022 was Morgan Stanley, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2022.