First Trust Horizon Managed Volatility Developed International ETF
HDMV
34 hedge funds and large institutions have $62.2M invested in First Trust Horizon Managed Volatility Developed International ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
3% more funds holding
Funds holding: 33 → 34 (+1)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
2.09% less ownership
Funds ownership: 82.85% → 80.76% (-2.1%)
11% less capital invested
Capital invested by funds: $69.6M → $62.2M (-$7.45M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.71M |
| 2 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$1.54M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$923K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$605K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$375K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$10.4M |
| 2 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$2.19M |
| 3 |
Jane Street
New York
|
-$1.28M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$298K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$288K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $47K | +$12.4K | +394 | +37% |
|
27
UBS Group
Zurich,
Switzerland
| $36K | +$35.5K | +1,128 | New |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $20K | -$5.66K | -180 | -22% |
|
|
CWA
29
Clearview Wealth Advisors
Salem,
Oregon
| $9K | -$31 | -1 | -0.4% |
|
30
Morgan Stanley
New York
| $7K | – | – | – |
|
|
LFG
31
Larson Financial Group
St Louis,
Missouri
| $5K | +$31 | +1 | +0.7% |
|
|
CA
32
CoreCap Advisors
Southfield,
Michigan
| $4K | +$3.84K | +122 | New |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $3K | – | – | – |
|
|
JFA
34
JNBA Financial Advisors
Bloomington,
Minnesota
| $2K | – | – | – |
|
|
LCWP
35
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| – | -$10.4M | -336,225 | Closed |
|
|
36
Jane Street
New York
| – | -$1.28M | -41,357 | Closed |
|
37
Stifel Financial
St. Louis,
Missouri
| – | -$237K | -7,688 | Closed |
|
|
GRP
38
Global Retirement Partners
San Rafael,
California
| – | -$70K | -2,255 | Closed |
|
|
KIG
39
Kowal Investment Group
Brookfield,
Wisconsin
| – | -$7K | -225 | Closed |
|
40
Wells Fargo
San Francisco,
California
| – | +$31 | +1 | New |
|
HDMV Hedge Fund Activity: Q4 2021 in Review
34 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q4 2021, worth a combined $62.2M — down 11% from $69.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HDMV positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.71M. The largest seller was Legacy Capital Wealth Partners, exiting entirely with an estimated $10.4M sold.
- 34 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q4 2021, up from 33 in Q3 2021.
- Funds reported $62.2M of First Trust Horizon Managed Volatility Developed International ETF stock for Q4 2021, down 11% quarter-over-quarter.
- 6 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q4 2021 and 5 closed out, a net change of +1 holder.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q4 2021 was Citadel Advisors, an estimated $1.71M added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q4 2021 was Legacy Capital Wealth Partners, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2021.