First Trust Horizon Managed Volatility Developed International ETF
HDMV
22 hedge funds and large institutions have $77.5M invested in First Trust Horizon Managed Volatility Developed International ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
22% more funds holding
Funds holding: 18 → 22 (+4)
13% more capital invested
Capital invested by funds: $68.3M → $77.5M (+$9.22M)
5.69% more ownership
Funds ownership: 77.38% → 83.07% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.78M |
| 2 |
PGA
Premia Global Advisors
Coral Gables,
Florida
|
+$1.73M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$596K |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$589K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$642K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$521K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$358K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$20K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| – | -$11.7K | -350 | -100% |
|
HDMV Hedge Fund Activity: Q2 2019 in Review
22 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q2 2019, worth a combined $77.5M — up 13% from $68.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HDMV positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $6.78M. The largest seller was LPL Financial, cutting an estimated $2M.
- 22 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q2 2019, up from 18 in Q1 2019.
- Funds reported $77.5M of First Trust Horizon Managed Volatility Developed International ETF stock for Q2 2019, up 13% quarter-over-quarter.
- 7 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q2 2019 and 3 closed out, a net change of +4 holders.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $6.78M added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q2 2019 was LPL Financial, an estimated $2M sold.
Based on aggregated 13F filings for Q2 2019.