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First Trust Indxx Aerospace & Defense ETF

43 hedge funds and large institutions have $70.2M invested in First Trust Indxx Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

34% more funds holding

Funds holding: 3243 (+11)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

17% more capital invested

Capital invested by funds: $60.2M → $70.2M (+$10M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.11% less ownership

Funds ownership: 70.22%62.11% (-8.1%)

Holders
43
Holders Change
+11
Holders Change %
+34.38%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
13
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$419K +$438K +13,751 New
JIP
27
Jaffetilchin Investment Partners
Florida
$355K -$273K -8,560 -42%
GSWM
28
Golden State Wealth Management
California
$274K +$287K +9,000 New
GLA
29
Good Life Advisors
Pennsylvania
$234K +$245K +7,701 New
PFS
30
Prospera Financial Services
Texas
$214K +$224K +7,025 New
CIAS
31
Capital Investment Advisory Services
North Carolina
$211K
WS
32
Wedbush Securities
California
$207K +$217K +6,799 New
SWM
33
Spire Wealth Management
Virginia
$132K +$138K +4,338 New
IA
34
IFP Advisors
Florida
$130K +$94.6K +2,971 +227%
AssetMark Inc
35
AssetMark Inc
California
$19.2K +$20.1K +630 New
HBW
36
Hazlett, Burt & Watson
West Virginia
$11K +$11.2K +353 New
HI
37
Harbour Investments
Wisconsin
$9.13K +$9.55K +300 New
AWM
38
AE Wealth Management
Kansas
$8.7K +$9.11K +286 New
SS
39
SBI Securities
Japan
$8.55K +$8.95K +281 New
GWM
40
Geneos Wealth Management
Colorado
$6.09K +$6.37K +200 New
MWA
41
Medallion Wealth Advisors
Connecticut
$4.72K +$4.97K +156 New
T
42
Tidemark
California
$3.85K +$32 +1 +0.8%
Morgan Stanley
43
Morgan Stanley
New York
$44
Jane Street
44
Jane Street
New York
-$339K -10,673 Closed
SPWM
45
Schrum Private Wealth Management
Florida
-$275K -8,676 Closed
CIA
46
Concurrent Investment Advisors
Florida
-$228K -7,181 Closed
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
-$20K -632 Closed
UBS Group
48
UBS Group
Switzerland
-$1.59K -50 Closed

MISL Hedge Fund Activity: Q4 2024 in Review

43 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Aerospace & Defense ETF (MISL) for Q4 2024, worth a combined $70.2M — up 17% from $60.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MISL positions and 5 closed out — a net gain of 12 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.49M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $548K.

  • 43 institutional investors held First Trust Indxx Aerospace & Defense ETF (MISL) as of Q4 2024, up from 32 in Q3 2024.
  • Funds reported $70.2M of First Trust Indxx Aerospace & Defense ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 17 funds opened new First Trust Indxx Aerospace & Defense ETF positions in Q4 2024 and 5 closed out, a net change of +12 holders.
  • The largest First Trust Indxx Aerospace & Defense ETF buyer in Q4 2024 was LPL Financial, an estimated $7.49M added.
  • The largest First Trust Indxx Aerospace & Defense ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $548K sold.

Based on aggregated 13F filings for Q4 2024.