First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
7 hedge funds and large institutions have $8.68M invested in First Trust Multi-Manager Small Cap Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
28% more capital invested
Capital invested by funds: $6.79M → $8.68M (+$1.9M)
5.51% less ownership
Funds ownership: 79.74% → 74.23% (-5.5%)
13% less funds holding
Funds holding: 8 → 7 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.21M |
| 2 |
TLP
Trinity Legacy Partners
Houston,
Texas
|
+$802K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$310K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$180K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$1.38M |
| 2 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$117K |
| 3 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$101K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$36.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$15.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIP
1
Jaffetilchin Investment Partners
Tampa,
Florida
| $3.28M | -$1.38M | -76,110 | -31% |
|
|
TLP
2
Trinity Legacy Partners
Houston,
Texas
| $2.3M | +$802K | +44,261 | +60% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.3M | +$1.21M | +66,583 | New |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $827K | +$180K | +9,923 | +31% |
|
|
CWA
5
Clarus Wealth Advisors
Peoria,
Arizona
| $609K | -$117K | -6,430 | -17% |
|
|
6
Citadel Advisors
Miami,
Florida
| $334K | +$310K | +17,113 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $35.2K | +$5.46K | +301 | +20% |
|
|
WWMSC
8
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$101K | -5,951 | Closed |
|
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$36.7K | -2,129 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$15.3K | -898 | Closed |
|
MMSC Hedge Fund Activity: Q1 2024 in Review
7 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) for Q1 2024, worth a combined $8.68M — up 28% from $6.79M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MMSC and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $1.21M. The largest seller was Jaffetilchin Investment Partners, cutting an estimated $1.38M.
- 7 institutional investors held First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) as of Q1 2024, down from 8 in Q4 2023.
- Funds reported $8.68M of First Trust Multi-Manager Small Cap Opportunities ETF stock for Q1 2024, up 28% quarter-over-quarter.
- 2 funds opened new First Trust Multi-Manager Small Cap Opportunities ETF positions in Q1 2024 and 3 closed out, a net change of -1 holder.
- The largest First Trust Multi-Manager Small Cap Opportunities ETF buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $1.21M added.
- The largest First Trust Multi-Manager Small Cap Opportunities ETF seller in Q1 2024 was Jaffetilchin Investment Partners, an estimated $1.38M sold.
Based on aggregated 13F filings for Q1 2024.