First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
5 hedge funds and large institutions have $4.92M invested in First Trust Multi-Manager Small Cap Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
10.23% less ownership
Funds ownership: 81.36% → 71.13% (-10%)
17% less capital invested
Capital invested by funds: $5.9M → $4.92M (-$980K)
38% less funds holding
Funds holding: 8 → 5 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TLP
Trinity Legacy Partners
Houston,
Texas
|
+$918K |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$1.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$764K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$240K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$19.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIP
1
Jaffetilchin Investment Partners
Tampa,
Florida
| $3.67M | +$1.4K | +87 | +0% |
|
|
TLP
2
Trinity Legacy Partners
Houston,
Texas
| $1.12M | +$918K | +57,256 | +374% |
|
|
WWMSC
3
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $91.5K | – | – | – |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $23.1K | – | – | – |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $17.9K | -$764K | -47,637 | -98% |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$240K | -14,866 | Closed |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$19.5K | -1,201 | Closed |
|
MMSC Hedge Fund Activity: Q3 2023 in Review
5 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) for Q3 2023, worth a combined $4.92M — down 17% from $5.9M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MMSC and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Trinity Legacy Partners, adding an estimated $918K. The largest seller was Tower Research Capital (TRC), cutting an estimated $764K.
- 5 institutional investors held First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) as of Q3 2023, down from 8 in Q2 2023.
- Funds reported $4.92M of First Trust Multi-Manager Small Cap Opportunities ETF stock for Q3 2023, down 17% quarter-over-quarter.
- 0 funds opened new First Trust Multi-Manager Small Cap Opportunities ETF positions in Q3 2023 and 2 closed out, a net change of -2 holders.
- The largest First Trust Multi-Manager Small Cap Opportunities ETF buyer in Q3 2023 was Trinity Legacy Partners, an estimated $918K added.
- The largest First Trust Multi-Manager Small Cap Opportunities ETF seller in Q3 2023 was Tower Research Capital (TRC), an estimated $764K sold.
Based on aggregated 13F filings for Q3 2023.