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First Trust Horizon Managed Volatility Developed International ETF

37 hedge funds and large institutions have $61.7M invested in First Trust Horizon Managed Volatility Developed International ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.97% less ownership

Funds ownership: 63.06%56.09% (-7%)

26% less funds holding

Funds holding: 5037 (-13)

38% less capital invested

Capital invested by funds: $100M → $61.7M (-$38.5M)

74% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 23

76% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 17

Holders
37
Holders Change
-13
Holders Change %
-26%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
23
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$63K +$12.3K +427 +24%
IA
27
IFP Advisors
Florida
$22K -$1.14M -39,686 -98%
NFG
28
Next Financial Group
Texas
$22K +$22.3K +774 New
AP
29
Atwood & Palmer
Missouri
$20K -$13M -453,205 -100%
SFS
30
Sowell Financial Services
Arkansas
$18K -$62.3K -2,164 -77%
BEI
31
Benjamin Edwards Inc
Missouri
$16K
Morgan Stanley
32
Morgan Stanley
New York
$14K +$7.4K +257 +112%
CFGS
33
Concourse Financial Group Securities
Alabama
$10K -$14.6K -506 -60%
LFG
34
Larson Financial Group
Missouri
$4K -$181K -6,291 -98%
GI
35
Gradient Investments
Minnesota
$4K
JFA
36
JNBA Financial Advisors
Minnesota
$2K
APA
37
American Portfolios Advisors
New York
$1.8K
JIP
38
Jaffetilchin Investment Partners
Florida
-$1.81M -98,382 Closed
RJFSA
39
Raymond James Financial Services Advisors
Florida
-$1.44M -51,505 Closed
Stifel Financial
40
Stifel Financial
Missouri
-$622K -22,221 Closed
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
-$592K -21,149 Closed
MIAN
42
Mariner Independent Advisor Network
Kansas
-$583K -20,838 Closed
RA
43
RFG Advisory
Alabama
-$575K -20,550 Closed
SPC
44
Sigma Planning Corp
Michigan
-$361K -12,885 Closed
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
-$340K -12,138 Closed
SCA
46
Snowden Capital Advisors
New York
-$268K -9,579 Closed
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
-$223K -8,004 Closed
SG
48
StoneX Group
New York
-$201K -7,183 Closed
1W
49
1776 Wealth
Georgia
-$96K -3,461 Closed
CFD
50
Creative Financial Designs
Indiana
-$12K -414 Closed

HDMV Hedge Fund Activity: Q3 2020 in Review

37 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q3 2020, worth a combined $61.7M — down 38% from $100M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HDMV and 4 opened new positions — a net loss of 13 holders — while 23 trimmed existing stakes and 6 added.

The largest buyer was Horizon Investments, adding an estimated $188K. The largest seller was Atwood & Palmer, cutting an estimated $13M.

  • 37 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q3 2020, down from 50 in Q2 2020.
  • Funds reported $61.7M of First Trust Horizon Managed Volatility Developed International ETF stock for Q3 2020, down 38% quarter-over-quarter.
  • 4 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q3 2020 and 17 closed out, a net change of -13 holders.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q3 2020 was Horizon Investments, an estimated $188K added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q3 2020 was Atwood & Palmer, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2020.