First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
8 hedge funds and large institutions have $6.79M invested in First Trust Multi-Manager Small Cap Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 0 closing their positions.
60% more funds holding
Funds holding: 5 → 8 (+3)
38% more capital invested
Capital invested by funds: $4.92M → $6.79M (+$1.86M)
8.61% more ownership
Funds ownership: 71.13% → 79.74% (+8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$485K |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$75.1K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$33.1K |
| 4 |
TLP
Trinity Legacy Partners
Houston,
Texas
|
+$16.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIP
1
Jaffetilchin Investment Partners
Tampa,
Florida
| $4.15M | +$75.1K | +4,834 | +2% |
|
|
TLP
2
Trinity Legacy Partners
Houston,
Texas
| $1.25M | +$16.5K | +1,059 | +1% |
|
|
CWA
3
Clarus Wealth Advisors
Peoria,
Arizona
| $647K | +$598K | +38,454 | New |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $552K | +$485K | +31,228 | +2,685% |
|
|
WWMSC
5
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $101K | – | – | – |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $36.7K | +$33.1K | +2,129 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $25.6K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $15.3K | +$14K | +898 | New |
|
MMSC Hedge Fund Activity: Q4 2023 in Review
8 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) for Q4 2023, worth a combined $6.79M — up 38% from $4.92M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MMSC positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $485K.
- 8 institutional investors held First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $6.79M of First Trust Multi-Manager Small Cap Opportunities ETF stock for Q4 2023, up 38% quarter-over-quarter.
- 3 funds opened new First Trust Multi-Manager Small Cap Opportunities ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest First Trust Multi-Manager Small Cap Opportunities ETF buyer in Q4 2023 was Tower Research Capital (TRC), an estimated $485K added.
Based on aggregated 13F filings for Q4 2023.