First Trust Indxx Aerospace & Defense ETF
MISL
26 hedge funds and large institutions have $42.5M invested in First Trust Indxx Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
24% more funds holding
Funds holding: 21 → 26 (+5)
22% more capital invested
Capital invested by funds: $34.9M → $42.5M (+$7.65M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.69% less ownership
Funds ownership: 83.2% → 78.51% (-4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.87M |
| 2 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$2.21M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$752K |
| 4 |
NFA
Northwest Financial Advisors
Herndon,
Virginia
|
+$594K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$592K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.26M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$786K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$265K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$233K |
| 5 |
KCFA
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
-$226K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $30 | +$26 | +1 | New |
|
|
AWM
27
AE Wealth Management
Topeka,
Kansas
| – | -$4.26M | -171,238 | Closed |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$233K | -9,137 | Closed |
|
29
JP Morgan Chase
New York
| – | -$2.55K | -100 | Closed |
|
MISL Hedge Fund Activity: Q1 2024 in Review
26 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Aerospace & Defense ETF (MISL) for Q1 2024, worth a combined $42.5M — up 22% from $34.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MISL positions and 3 closed out — a net gain of 6 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.87M. The largest seller was AE Wealth Management, exiting entirely with an estimated $4.26M sold.
- 26 institutional investors held First Trust Indxx Aerospace & Defense ETF (MISL) as of Q1 2024, up from 21 in Q4 2023.
- Funds reported $42.5M of First Trust Indxx Aerospace & Defense ETF stock for Q1 2024, up 22% quarter-over-quarter.
- 9 funds opened new First Trust Indxx Aerospace & Defense ETF positions in Q1 2024 and 3 closed out, a net change of +6 holders.
- The largest First Trust Indxx Aerospace & Defense ETF buyer in Q1 2024 was LPL Financial, an estimated $2.87M added.
- The largest First Trust Indxx Aerospace & Defense ETF seller in Q1 2024 was AE Wealth Management, an estimated $4.26M sold.
Based on aggregated 13F filings for Q1 2024.