We are live on ! Find out more
HDMV icon

First Trust Horizon Managed Volatility Developed International ETF

47 hedge funds and large institutions have $106M invested in First Trust Horizon Managed Volatility Developed International ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

38% more funds holding

Funds holding: 3447 (+13)

15% more capital invested

Capital invested by funds: $91.6M → $106M (+$14.2M)

0.26% less ownership

Funds ownership: 68.59%68.33% (-0.26%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
+13
Holders Change %
+38.24%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
20
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RFG Advisory
Alabama
$482K +$112K +3,297 +31%
HF
27
HRT Financial
New York
$431K +$427K +12,600 New
CFGS
28
Concourse Financial Group Securities
Alabama
$377K +$245K +7,236 +191%
HighTower Advisors
29
HighTower Advisors
Illinois
$376K -$31.3K -923 -8%
WCFA
30
Walkner Condon Financial Advisors
Wisconsin
$361K +$358K +10,554 New
GRP
31
Global Retirement Partners
California
$317K +$197K +5,819 +170%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$316K +$313K +9,237 New
HI
33
Horizon Investments
North Carolina
$315K -$4.34K -128 -1%
Truist Financial
34
Truist Financial
North Carolina
$259K +$256K +7,563 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$255K +$41.3K +1,219 +20%
MA
36
Mutual Advisors
Nebraska
$227K +$225K +6,625 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$219K -$58.9K -1,736 -21%
SG
38
StoneX Group
New York
$208K -$12.1K -356 -6%
1W
39
1776 Wealth
Georgia
$201K +$200K +5,883 New
SF
40
Synovus Financial
Georgia
$116K +$115K +3,398 New
AG
41
Advisor Group
Arizona
$47K +$1.73K +51 +4%
VCP
42
Verus Capital Partners
Arizona
$20K +$20.2K +595 New
Morgan Stanley
43
Morgan Stanley
New York
$17K +$9.77K +288 +138%
LAS
44
Lloyd Advisory Services
Georgia
$8K +$7.67K +226 New
GI
45
Gradient Investments
Minnesota
$5K +$4.95K +146 New
APA
46
American Portfolios Advisors
New York
$3.15K -$566K -16,676 -99%
JFA
47
JNBA Financial Advisors
Minnesota
$2K
UBS Group
48
UBS Group
Switzerland
$1K +$1.15K +34 New
Citadel Advisors
49
Citadel Advisors
Florida
-$2.55M -76,652 Closed
CGFA
50
Colton Groome Financial Advisors
North Carolina
-$209K -6,137 Closed

HDMV Hedge Fund Activity: Q4 2019 in Review

47 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q4 2019, worth a combined $106M — up 15% from $91.6M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HDMV positions and 3 closed out — a net gain of 15 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.09M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.55M sold.

  • 47 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q4 2019, up from 34 in Q3 2019.
  • Funds reported $106M of First Trust Horizon Managed Volatility Developed International ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 18 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q4 2019 and 3 closed out, a net change of +15 holders.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q4 2019 was LPL Financial, an estimated $2.09M added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q4 2019 was Citadel Advisors, an estimated $2.55M sold.

Based on aggregated 13F filings for Q4 2019.