First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
10 hedge funds and large institutions have $17.6M invested in First Trust Multi-Manager Small Cap Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
9% more capital invested
Capital invested by funds: $16.2M → $17.6M (+$1.4M)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
30.74% less ownership
Funds ownership: 111.93% → 81.19% (-31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TLP
Trinity Legacy Partners
Houston,
Texas
|
+$711K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$280K |
| 3 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$252K |
| 4 |
MF
Manchester Financial
Westlake Village,
California
|
+$104K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$88.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$410K |
| 2 |
Goldman Sachs
New York
|
-$300K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$263K |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$192K |
| 5 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
-$5.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MF
1
Manchester Financial
Westlake Village,
California
| $5.72M | +$104K | +5,286 | +2% |
|
|
TLP
2
Trinity Legacy Partners
Houston,
Texas
| $3.31M | +$711K | +36,221 | +30% |
|
|
JIP
3
Jaffetilchin Investment Partners
Tampa,
Florida
| $3.3M | -$192K | -9,785 | -6% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.24M | +$88.3K | +4,500 | +3% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $755K | -$410K | -20,898 | -36% |
|
|
CWA
6
Clarus Wealth Advisors
Peoria,
Arizona
| $648K | -$5.5K | -280 | -0.9% |
|
|
7
Cetera Investment Advisers
Schaumburg,
Illinois
| $294K | +$280K | +14,262 | New |
|
|
IPW
8
Impact Partnership Wealth
Marietta,
Georgia
| $264K | +$252K | +12,836 | New |
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| $43.6K | – | – | – |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $30.9K | – | – | – |
|
|
11
Goldman Sachs
New York
| – | -$300K | -15,510 | Closed |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$263K | -13,596 | Closed |
|
MMSC Hedge Fund Activity: Q3 2024 in Review
10 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) for Q3 2024, worth a combined $17.6M — up 8.6% from $16.2M a quarter earlier.
Fund positioning in MMSC was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Trinity Legacy Partners, adding an estimated $711K. The largest seller was Tower Research Capital (TRC), cutting an estimated $410K.
- 10 institutional investors held First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $17.6M of First Trust Multi-Manager Small Cap Opportunities ETF stock for Q3 2024, up 8.6% quarter-over-quarter.
- 2 funds opened new First Trust Multi-Manager Small Cap Opportunities ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest First Trust Multi-Manager Small Cap Opportunities ETF buyer in Q3 2024 was Trinity Legacy Partners, an estimated $711K added.
- The largest First Trust Multi-Manager Small Cap Opportunities ETF seller in Q3 2024 was Tower Research Capital (TRC), an estimated $410K sold.
Based on aggregated 13F filings for Q3 2024.