First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
24 hedge funds and large institutions have $54.7M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 4 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
35% more capital invested
Capital invested by funds: $40.5M → $54.7M (+$14.1M)
26% more funds holding
Funds holding: 19 → 24 (+5)
6.08% less ownership
Funds ownership: 65.05% → 58.97% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$10.3M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$4.06M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$1.69M |
| 4 |
Jane Street
New York
|
+$1.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$8.43M |
| 2 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$712K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$208K |
| 4 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$14.4K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.33K |
FEMS Hedge Fund Activity: Q2 2014 in Review
24 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) for Q2 2014, worth a combined $54.7M — up 35% from $40.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FEMS positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $10.3M. The largest seller was Hays Advisory, exiting entirely with an estimated $8.43M sold.
- 24 institutional investors held First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) as of Q2 2014, up from 19 in Q1 2014.
- Funds reported $54.7M of First Trust Emerging Markets Small Cap AlphaDEX Fund stock for Q2 2014, up 35% quarter-over-quarter.
- 9 funds opened new First Trust Emerging Markets Small Cap AlphaDEX Fund positions in Q2 2014 and 4 closed out, a net change of +5 holders.
- The largest First Trust Emerging Markets Small Cap AlphaDEX Fund buyer in Q2 2014 was Susquehanna International Group, an estimated $10.3M added.
- The largest First Trust Emerging Markets Small Cap AlphaDEX Fund seller in Q2 2014 was Hays Advisory, an estimated $8.43M sold.
Based on aggregated 13F filings for Q2 2014.