First Trust Horizon Managed Volatility Developed International ETF
HDMV
34 hedge funds and large institutions have $91.6M invested in First Trust Horizon Managed Volatility Developed International ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
55% more funds holding
Funds holding: 22 → 34 (+12)
18% more capital invested
Capital invested by funds: $77.5M → $91.6M (+$14.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14.48% less ownership
Funds ownership: 83.07% → 68.59% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.31M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.55M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.46M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.04M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$3.43M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.88M |
| 3 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$189K |
| 4 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
-$77K |
| 5 |
PGA
Premia Global Advisors
Coral Gables,
Florida
|
-$50K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
26
Private Advisor Group
Morristown,
New Jersey
| $243K | +$243K | +7,304 | New |
|
|
SG
27
StoneX Group
New York
| $214K | +$214K | +6,429 | New |
|
|
CGFA
28
Colton Groome Financial Advisors
Asheville,
North Carolina
| $209K | -$77K | -2,315 | -27% |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $207K | +$207K | +6,220 | New |
|
|
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $126K | -$189K | -5,694 | -60% |
|
|
GRP
31
Global Retirement Partners
San Rafael,
California
| $114K | +$11.3K | +341 | +11% |
|
|
AG
32
Advisor Group
Phoenix,
Arizona
| $44K | +$39.8K | +1,197 | +1,032% |
|
33
Morgan Stanley
New York
| $7K | – | – | – |
|
|
PO
34
Private Ocean
San Rafael,
California
| $4K | +$3.16K | +95 | New |
|
|
JFA
35
JNBA Financial Advisors
Bloomington,
Minnesota
| $2K | – | – | – |
|
|
FA
36
FDx Advisors
Chicago,
Illinois
| – | -$3.43M | -101,344 | Closed |
|
|
AF
37
Allworth Financial
Folsom,
California
| – | -$2K | -51 | Closed |
|
38
Wells Fargo
San Francisco,
California
| – | -$33 | -1 | Closed |
|
HDMV Hedge Fund Activity: Q3 2019 in Review
34 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q3 2019, worth a combined $91.6M — up 18% from $77.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HDMV positions and 3 closed out — a net gain of 12 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $3.31M. The largest seller was FDx Advisors, exiting entirely with an estimated $3.43M sold.
- 34 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q3 2019, up from 22 in Q2 2019.
- Funds reported $91.6M of First Trust Horizon Managed Volatility Developed International ETF stock for Q3 2019, up 18% quarter-over-quarter.
- 15 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q3 2019 and 3 closed out, a net change of +12 holders.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $3.31M added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q3 2019 was FDx Advisors, an estimated $3.43M sold.
Based on aggregated 13F filings for Q3 2019.