First Trust Indxx Aerospace & Defense ETF
MISL
30 hedge funds and large institutions have $50M invested in First Trust Indxx Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
18% more capital invested
Capital invested by funds: $42.5M → $50M (+$7.48M)
15% more funds holding
Funds holding: 26 → 30 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.99% less ownership
Funds ownership: 78.51% → 75.52% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.41M |
| 2 |
OL
Owen LaRue
Elizabethtown,
Kentucky
|
+$1.73M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.09M |
| 4 |
PFG
Prosperity Financial Group
San Ramon,
California
|
+$1.04M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$3.18M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$368K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$303K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$199K |
| 5 |
TCM
Triumph Capital Management
Denver,
Colorado
|
-$147K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
26
Capital Investment Advisory Services
Raleigh,
North Carolina
| $194K | +$13.2K | +476 | +7% |
|
|
IAIM
27
International Assets Investment Management
Orlando,
Florida
| $84K | +$83.1K | +3,000 | New |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $36.7K | – | – | – |
|
|
T
29
Tidemark
San Diego,
California
| $2.27K | +$1.72K | +62 | +326% |
|
30
Morgan Stanley
New York
| $63 | +$28 | +1 | +100% |
|
|
GAA
31
Global Assets Advisory
Orlando,
Florida
| – | -$3.18M | -85,742 | Closed |
|
|
OMC
32
Old Mission Capital
Chicago,
Illinois
| – | -$368K | -13,535 | Closed |
|
MISL Hedge Fund Activity: Q2 2024 in Review
30 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Aerospace & Defense ETF (MISL) for Q2 2024, worth a combined $50M — up 18% from $42.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MISL positions and 2 closed out — a net gain of 4 holders — while 17 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.41M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $3.18M sold.
- 30 institutional investors held First Trust Indxx Aerospace & Defense ETF (MISL) as of Q2 2024, up from 26 in Q1 2024.
- Funds reported $50M of First Trust Indxx Aerospace & Defense ETF stock for Q2 2024, up 18% quarter-over-quarter.
- 6 funds opened new First Trust Indxx Aerospace & Defense ETF positions in Q2 2024 and 2 closed out, a net change of +4 holders.
- The largest First Trust Indxx Aerospace & Defense ETF buyer in Q2 2024 was LPL Financial, an estimated $3.41M added.
- The largest First Trust Indxx Aerospace & Defense ETF seller in Q2 2024 was Global Assets Advisory, an estimated $3.18M sold.
Based on aggregated 13F filings for Q2 2024.