First Trust Indxx Aerospace & Defense ETF
MISL
21 hedge funds and large institutions have $34.9M invested in First Trust Indxx Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
24% more funds holding
Funds holding: 17 → 21 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $34.9M → $34.9M (-$67.2K)
5.83% less ownership
Funds ownership: 89.04% → 83.2% (-5.8%)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCFA
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
+$4.59M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.24M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.04M |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$961K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$553K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
-$11.8M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$926K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$660K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$648K |
| 5 |
TCM
Triumph Capital Management
Denver,
Colorado
|
-$72.8K |
MISL Hedge Fund Activity: Q4 2023 in Review
21 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx Aerospace & Defense ETF (MISL) for Q4 2023, worth a combined $34.9M — down 0.19% from $34.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MISL positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 10 trimmed.
The largest buyer was Key Client Fiduciary Advisors, adding an estimated $4.59M. The largest seller was J. Arnold Wealth Management, cutting an estimated $11.8M.
- 21 institutional investors held First Trust Indxx Aerospace & Defense ETF (MISL) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $34.9M of First Trust Indxx Aerospace & Defense ETF stock for Q4 2023, down 0.19% quarter-over-quarter.
- 6 funds opened new First Trust Indxx Aerospace & Defense ETF positions in Q4 2023 and 2 closed out, a net change of +4 holders.
- The largest First Trust Indxx Aerospace & Defense ETF buyer in Q4 2023 was Key Client Fiduciary Advisors, an estimated $4.59M added.
- The largest First Trust Indxx Aerospace & Defense ETF seller in Q4 2023 was J. Arnold Wealth Management, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2023.