First Trust Indxx Aerospace & Defense ETF
MISL
32 hedge funds and large institutions have $60.2M invested in First Trust Indxx Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
20% more capital invested
Capital invested by funds: $50M → $60.2M (+$10.2M)
7% more funds holding
Funds holding: 30 → 32 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.3% less ownership
Funds ownership: 75.52% → 70.22% (-5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Prosperity Financial Group
San Ramon,
California
|
+$1.98M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.55M |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$935K |
| 4 |
LPL Financial
San Diego,
California
|
+$557K |
| 5 |
Jane Street
New York
|
+$320K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$512K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$501K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$221K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$151K |
| 5 |
OL
Owen LaRue
Elizabethtown,
Kentucky
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
26
Concurrent Investment Advisors
Tampa,
Florida
| $228K | +$215K | +7,181 | New |
|
|
CIAS
27
Capital Investment Advisory Services
Raleigh,
North Carolina
| $220K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $41.6K | – | – | – |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $20K | +$18.9K | +632 | New |
|
|
T
30
Tidemark
San Diego,
California
| $4K | +$1.35K | +45 | +56% |
|
31
UBS Group
Zurich,
Switzerland
| $1.59K | +$1.5K | +50 | New |
|
32
Morgan Stanley
New York
| $62 | -$30 | -1 | -50% |
|
|
RJFSA
33
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$512K | -18,285 | Closed |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$501K | -17,886 | Closed |
|
|
IAIM
35
International Assets Investment Management
Orlando,
Florida
| – | -$84K | -3,000 | Closed |
|
MISL Hedge Fund Activity: Q3 2024 in Review
32 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Aerospace & Defense ETF (MISL) for Q3 2024, worth a combined $60.2M — up 20% from $50M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MISL positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Prosperity Financial Group, adding an estimated $1.98M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $512K sold.
- 32 institutional investors held First Trust Indxx Aerospace & Defense ETF (MISL) as of Q3 2024, up from 30 in Q2 2024.
- Funds reported $60.2M of First Trust Indxx Aerospace & Defense ETF stock for Q3 2024, up 20% quarter-over-quarter.
- 6 funds opened new First Trust Indxx Aerospace & Defense ETF positions in Q3 2024 and 3 closed out, a net change of +3 holders.
- The largest First Trust Indxx Aerospace & Defense ETF buyer in Q3 2024 was Prosperity Financial Group, an estimated $1.98M added.
- The largest First Trust Indxx Aerospace & Defense ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $512K sold.
Based on aggregated 13F filings for Q3 2024.