First Trust Horizon Managed Volatility Developed International ETF
HDMV
29 hedge funds and large institutions have $34.6M invested in First Trust Horizon Managed Volatility Developed International ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 4 closing their positions.
5.14% less ownership
Funds ownership: 91.9% → 86.76% (-5.1%)
6% less capital invested
Capital invested by funds: $36.6M → $34.6M (-$2.02M)
9% less funds holding
Funds holding: 32 → 29 (-3)
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.65M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$942K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$397K |
| 4 |
Jane Street
New York
|
+$22.2K |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$8.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$1.59M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$844K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$570K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$374K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$328K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $6.55K | – | – | – |
|
|
LFG
27
Larson Financial Group
St Louis,
Missouri
| $3.87K | +$58 | +2 | +1% |
|
|
HI
28
Horizon Investments
Charlotte,
North Carolina
| $2.48K | -$30.9K | -1,062 | -92% |
|
|
CAS
29
Coppell Advisory Solutions
Coppell,
Texas
| $1.89K | +$1.95K | +67 | New |
|
30
Wells Fargo
San Francisco,
California
| $10 | -$29 | -1 | Closed |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$570K | -20,002 | Closed |
|
32
UBS Group
Zurich,
Switzerland
| – | -$6.21K | -218 | Closed |
|
|
BAM
33
Belpointe Asset Management
Reno,
Nevada
| – | -$3.76K | -132 | Closed |
|
HDMV Hedge Fund Activity: Q2 2023 in Review
29 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q2 2023, worth a combined $34.6M — down 5.5% from $36.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of HDMV and 1 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 7 added.
The largest buyer was Sigma Planning Corp, adding an estimated $1.65M. The largest seller was Golden State Equity Partners, cutting an estimated $1.59M.
- 29 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q2 2023, down from 32 in Q1 2023.
- Funds reported $34.6M of First Trust Horizon Managed Volatility Developed International ETF stock for Q2 2023, down 5.5% quarter-over-quarter.
- 1 fund opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q2 2023 and 4 closed out, a net change of -3 holders.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q2 2023 was Sigma Planning Corp, an estimated $1.65M added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q2 2023 was Golden State Equity Partners, an estimated $1.59M sold.
Based on aggregated 13F filings for Q2 2023.