First Trust Horizon Managed Volatility Developed International ETF
HDMV
32 hedge funds and large institutions have $36.6M invested in First Trust Horizon Managed Volatility Developed International ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
7% more funds holding
Funds holding: 30 → 32 (+2)
2.67% more ownership
Funds ownership: 89.22% → 91.9% (+2.7%)
4% more capital invested
Capital invested by funds: $35.1M → $36.6M (+$1.49M)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.29M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.22M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$89.7K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$78.4K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$76.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.77M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$434K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$263K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$210K |
| 5 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $11.9K | – | – | – |
|
|
CIA
27
Cape Investment Advisory
Mcdonough,
Georgia
| $11.2K | +$11K | +392 | New |
|
28
Morgan Stanley
New York
| $6.55K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $6.21K | -$41.7K | -1,490 | -87% |
|
|
LFG
30
Larson Financial Group
St Louis,
Missouri
| $3.82K | +$28 | +1 | +0.8% |
|
|
BAM
31
Belpointe Asset Management
Reno,
Nevada
| $3.76K | -$45.6K | -1,627 | -92% |
|
32
Wells Fargo
San Francisco,
California
| $32 | – | – | – |
|
|
OFS
33
OneAscent Financial Services
Birmingham,
Alabama
| – | -$201K | -7,393 | Closed |
|
|
IA
34
IFP Advisors
Tampa,
Florida
| – | -$40K | -1,177 | Closed |
|
|
EE
35
EWG Elevate
Roseville,
California
| – | -$8.01K | -295 | Closed |
|
HDMV Hedge Fund Activity: Q1 2023 in Review
32 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q1 2023, worth a combined $36.6M — up 4.2% from $35.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HDMV positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 12 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $1.29M. The largest seller was Jane Street, cutting an estimated $3.77M.
- 32 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q1 2023, up from 30 in Q4 2022.
- Funds reported $36.6M of First Trust Horizon Managed Volatility Developed International ETF stock for Q1 2023, up 4.2% quarter-over-quarter.
- 5 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q1 2023 and 3 closed out, a net change of +2 holders.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q1 2023 was Brinker Capital Investments, an estimated $1.29M added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q1 2023 was Jane Street, an estimated $3.77M sold.
Based on aggregated 13F filings for Q1 2023.