First Trust Horizon Managed Volatility Developed International ETF
HDMV
30 hedge funds and large institutions have $35.1M invested in First Trust Horizon Managed Volatility Developed International ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
41% more capital invested
Capital invested by funds: $25M → $35.1M (+$10.2M)
19.45% more ownership
Funds ownership: 69.77% → 89.22% (+19%)
15% more funds holding
Funds holding: 26 → 30 (+4)
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.44M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.49M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.57M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$533K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$430K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$391K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$133K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$91.1K |
| 5 |
MI
Moneywise Inc
Forest,
Virginia
|
-$85.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $11.4K | – | – | – |
|
|
EE
27
EWG Elevate
Roseville,
California
| $8.01K | +$7.63K | +295 | New |
|
28
Morgan Stanley
New York
| $6.25K | – | – | – |
|
|
LFG
29
Larson Financial Group
St Louis,
Missouri
| $3.63K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $27 | -$26 | -1 | -50% |
|
|
HAS
31
HBW Advisory Services
Simi Valley,
California
| – | -$52K | -2,108 | Closed |
|
HDMV Hedge Fund Activity: Q4 2022 in Review
30 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q4 2022, worth a combined $35.1M — up 41% from $25M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HDMV positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 13 trimmed.
The largest buyer was Jane Street, adding an estimated $3.44M. The largest seller was Gladstone Institutional Advisory, cutting an estimated $430K.
- 30 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q4 2022, up from 26 in Q3 2022.
- Funds reported $35.1M of First Trust Horizon Managed Volatility Developed International ETF stock for Q4 2022, up 41% quarter-over-quarter.
- 5 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q4 2022 and 1 closed out, a net change of +4 holders.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q4 2022 was Jane Street, an estimated $3.44M added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q4 2022 was Gladstone Institutional Advisory, an estimated $430K sold.
Based on aggregated 13F filings for Q4 2022.