First Trust Horizon Managed Volatility Developed International ETF
HDMV
26 hedge funds and large institutions have $59.2M invested in First Trust Horizon Managed Volatility Developed International ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 8 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
5% less capital invested
Capital invested by funds: $62.2M → $59.2M (-$3.01M)
1.85% less ownership
Funds ownership: 80.76% → 78.91% (-1.8%)
24% less funds holding
Funds holding: 34 → 26 (-8)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$913K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$498K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$493K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$332K |
| 5 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$1.06M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$553K |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$333K |
| 4 |
LPL Financial
San Diego,
California
|
-$323K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$283K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $7K | – | – | – |
|
|
LFG
27
Larson Financial Group
St Louis,
Missouri
| $4K | -$773 | -25 | -16% |
|
|
HAS
28
HBW Advisory Services
Simi Valley,
California
| – | -$1.06M | -33,235 | Closed |
|
|
ARC
29
Advisor Resource Council
Dallas,
Texas
| – | -$333K | -10,416 | Closed |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$283K | -8,893 | Closed |
|
|
SCM
31
Southport Capital Management
Chattanooga,
Tennessee
| – | -$209K | -6,585 | Closed |
|
|
CWA
32
Clearview Wealth Advisors
Salem,
Oregon
| – | -$9K | -273 | Closed |
|
|
CA
33
CoreCap Advisors
Southfield,
Michigan
| – | -$4K | -122 | Closed |
|
|
JFA
34
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$2K | -61 | Closed |
|
35
Wells Fargo
San Francisco,
California
| – | -$31 | -1 | Closed |
|
HDMV Hedge Fund Activity: Q1 2022 in Review
26 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q1 2022, worth a combined $59.2M — down 4.8% from $62.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of HDMV and 2 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 13 added.
The largest buyer was Envestnet Asset Management, adding an estimated $913K. The largest seller was HBW Advisory Services, exiting entirely with an estimated $1.06M sold.
- 26 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q1 2022, down from 34 in Q4 2021.
- Funds reported $59.2M of First Trust Horizon Managed Volatility Developed International ETF stock for Q1 2022, down 4.8% quarter-over-quarter.
- 2 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q1 2022 and 8 closed out, a net change of -6 holders.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $913K added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q1 2022 was HBW Advisory Services, an estimated $1.06M sold.
Based on aggregated 13F filings for Q1 2022.