First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
8 hedge funds and large institutions have $5.9M invested in First Trust Multi-Manager Small Cap Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
44% more capital invested
Capital invested by funds: $4.1M → $5.9M (+$1.8M)
14% more funds holding
Funds holding: 7 → 8 (+1)
3.44% more ownership
Funds ownership: 77.92% → 81.36% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$747K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$403K |
| 3 |
TLP
Trinity Legacy Partners
Houston,
Texas
|
+$233K |
| 4 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$75.6K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.06K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$29.6K |
| 2 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$10.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIP
1
Jaffetilchin Investment Partners
Tampa,
Florida
| $3.86M | +$747K | +49,065 | +26% |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $789K | +$403K | +26,478 | +119% |
|
|
CWA
3
Clarus Wealth Advisors
Peoria,
Arizona
| $626K | +$75.6K | +4,965 | +14% |
|
|
TLP
4
Trinity Legacy Partners
Houston,
Texas
| $247K | +$233K | +15,293 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $240K | -$29.6K | -1,945 | -12% |
|
|
WWMSC
6
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $96.2K | -$10.1K | -661 | -10% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $24.2K | – | – | – |
|
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| $19.5K | +$3.06K | +201 | +20% |
|
MMSC Hedge Fund Activity: Q2 2023 in Review
8 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) for Q2 2023, worth a combined $5.9M — up 44% from $4.1M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new MMSC positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Jaffetilchin Investment Partners, adding an estimated $747K. The largest seller was Citadel Advisors, cutting an estimated $29.6K.
- 8 institutional investors held First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) as of Q2 2023, up from 7 in Q1 2023.
- Funds reported $5.9M of First Trust Multi-Manager Small Cap Opportunities ETF stock for Q2 2023, up 44% quarter-over-quarter.
- 1 fund opened new First Trust Multi-Manager Small Cap Opportunities ETF positions in Q2 2023 and 0 closed out, a net change of +1 holder.
- The largest First Trust Multi-Manager Small Cap Opportunities ETF buyer in Q2 2023 was Jaffetilchin Investment Partners, an estimated $747K added.
- The largest First Trust Multi-Manager Small Cap Opportunities ETF seller in Q2 2023 was Citadel Advisors, an estimated $29.6K sold.
Based on aggregated 13F filings for Q2 2023.