First Trust Indxx Aerospace & Defense ETF
MISL
17 hedge funds and large institutions have $34.9M invested in First Trust Indxx Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
62% more capital invested
Capital invested by funds: $21.5M → $34.9M (+$13.4M)
31% more funds holding
Funds holding: 13 → 17 (+4)
5.04% more ownership
Funds ownership: 84% → 89.04% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
+$11.8M |
| 2 |
KCFA
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
+$2.95M |
| 3 |
TCM
Triumph Capital Management
Denver,
Colorado
|
+$1.03M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$840K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$459K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$2.15M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$5.75K |
| 3 |
JP Morgan Chase
New York
|
-$2.33K |
MISL Hedge Fund Activity: Q3 2023 in Review
17 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Aerospace & Defense ETF (MISL) for Q3 2023, worth a combined $34.9M — up 62% from $21.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MISL positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was J. Arnold Wealth Management, opening a new position worth an estimated $11.8M. The largest seller was D.A. Davidson & Co, cutting an estimated $2.15M.
- 17 institutional investors held First Trust Indxx Aerospace & Defense ETF (MISL) as of Q3 2023, up from 13 in Q2 2023.
- Funds reported $34.9M of First Trust Indxx Aerospace & Defense ETF stock for Q3 2023, up 62% quarter-over-quarter.
- 5 funds opened new First Trust Indxx Aerospace & Defense ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
- The largest First Trust Indxx Aerospace & Defense ETF buyer in Q3 2023 was J. Arnold Wealth Management, an estimated $11.8M added.
- The largest First Trust Indxx Aerospace & Defense ETF seller in Q3 2023 was D.A. Davidson & Co, an estimated $2.15M sold.
Based on aggregated 13F filings for Q3 2023.