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First Trust Horizon Managed Volatility Developed International ETF

50 hedge funds and large institutions have $100M invested in First Trust Horizon Managed Volatility Developed International ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $90.3M → $100M (+$9.92M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 5050 (0)

4.37% less ownership

Funds ownership: 67.43%63.06% (-4.4%)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
15
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
RFG Advisory
Alabama
$575K -$17.4K -638 -3%
SPC
27
Sigma Planning Corp
Michigan
$361K -$587K -21,474 -62%
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$340K +$19.9K +729 +6%
SCA
29
Snowden Capital Advisors
New York
$268K -$416K -15,197 -61%
PAG
30
Private Advisor Group
New Jersey
$252K +$246K +9,008 New
HI
31
Horizon Investments
North Carolina
$242K +$236K +8,640 New
MA
32
Mutual Advisors
Nebraska
$240K +$235K +8,587 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$223K +$219K +8,004 New
Truist Financial
34
Truist Financial
North Carolina
$212K +$207K +7,582 New
SG
35
StoneX Group
New York
$201K +$196K +7,183 New
GRP
36
Global Retirement Partners
California
$185K -$50.8K -1,859 -22%
LFG
37
Larson Financial Group
Missouri
$180K +$176K +6,436 New
1W
38
1776 Wealth
Georgia
$96K -$248K -9,068 -72%
SFS
39
Sowell Financial Services
Arkansas
$78K +$18.1K +662 +31%
UBS Group
40
UBS Group
Switzerland
$50K +$15.3K +559 +46%
CFGS
41
Concourse Financial Group Securities
Alabama
$24K -$333K -12,174 -94%
BEI
42
Benjamin Edwards Inc
Missouri
$16K -$37.4K -1,368 -71%
CFD
43
Creative Financial Designs
Indiana
$12K +$11.3K +414 New
SF
44
Synovus Financial
Georgia
$8K -$1.48M -53,972 -99%
Morgan Stanley
45
Morgan Stanley
New York
$6K -$9.71K -355 -61%
GI
46
Gradient Investments
Minnesota
$4K
JFA
47
JNBA Financial Advisors
Minnesota
$2K
APA
48
American Portfolios Advisors
New York
$1.76K
FWM
49
FSA Wealth Management
Massachusetts
$1K +$738 +27 New
DADC
50
D.A. Davidson & Co
Montana
-$1.22M -47,355 Closed

HDMV Hedge Fund Activity: Q2 2020 in Review

50 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q2 2020, worth a combined $100M — up 11% from $90.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HDMV positions and 11 closed out — a net gain of 1 holder — while 15 added to existing stakes and 20 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $5.17M. The largest seller was Envestnet Asset Management, cutting an estimated $4.87M.

  • 50 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $100M of First Trust Horizon Managed Volatility Developed International ETF stock for Q2 2020, up 11% quarter-over-quarter.
  • 12 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q2 2020 and 11 closed out, a net change of +1 holder.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q2 2020 was Citadel Advisors, an estimated $5.17M added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $4.87M sold.

Based on aggregated 13F filings for Q2 2020.