First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
7 hedge funds and large institutions have $4.1M invested in First Trust Multi-Manager Small Cap Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
278% more capital invested
Capital invested by funds: $1.09M → $4.1M (+$3.01M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
27.95% more ownership
Funds ownership: 49.97% → 77.92% (+28%)
17% more funds holding
Funds holding: 6 → 7 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$2.86M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$259K |
| 3 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$37.5K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$15.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$190K |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$1.44K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIP
1
Jaffetilchin Investment Partners
Tampa,
Florida
| $2.86M | +$2.86M | +189,780 | New |
|
|
CWA
2
Clarus Wealth Advisors
Peoria,
Arizona
| $509K | +$37.5K | +2,490 | +8% |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $337K | +$259K | +17,208 | +336% |
|
|
4
Citadel Advisors
Miami,
Florida
| $254K | -$190K | -12,614 | -43% |
|
|
WWMSC
5
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $99.7K | – | – | – |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $22.6K | – | – | – |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $15.3K | +$15.1K | +1,000 | New |
|
|
MCC
8
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$1.44K | -100 | Closed |
|
MMSC Hedge Fund Activity: Q1 2023 in Review
7 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) for Q1 2023, worth a combined $4.1M — up 278% from $1.09M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MMSC positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Jaffetilchin Investment Partners, opening a new position worth an estimated $2.86M. The largest seller was Citadel Advisors, cutting an estimated $190K.
- 7 institutional investors held First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) as of Q1 2023, up from 6 in Q4 2022.
- Funds reported $4.1M of First Trust Multi-Manager Small Cap Opportunities ETF stock for Q1 2023, up 278% quarter-over-quarter.
- 2 funds opened new First Trust Multi-Manager Small Cap Opportunities ETF positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest First Trust Multi-Manager Small Cap Opportunities ETF buyer in Q1 2023 was Jaffetilchin Investment Partners, an estimated $2.86M added.
- The largest First Trust Multi-Manager Small Cap Opportunities ETF seller in Q1 2023 was Citadel Advisors, an estimated $190K sold.
Based on aggregated 13F filings for Q1 2023.