First Trust Horizon Managed Volatility Developed International ETF
HDMV
34 hedge funds and large institutions have $36.4M invested in First Trust Horizon Managed Volatility Developed International ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
17% more funds holding
Funds holding: 29 → 34 (+5)
9.56% more ownership
Funds ownership: 86.76% → 96.32% (+9.6%)
5% more capital invested
Capital invested by funds: $34.6M → $36.4M (+$1.74M)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$4.46M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$604K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$580K |
| 4 |
Jane Street
New York
|
+$275K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.45M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$386K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$349K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$281K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $11.3K | – | – | – |
|
|
CIA
27
Cape Investment Advisory
Mcdonough,
Georgia
| $10.6K | – | – | – |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $10.5K | -$4.87K | -173 | -30% |
|
29
Comerica Bank
Dallas,
Texas
| $8.41K | +$8.78K | +312 | New |
|
30
Morgan Stanley
New York
| $3.83K | -$2.48K | -88 | -38% |
|
|
LFG
31
Larson Financial Group
St Louis,
Missouri
| $3.66K | – | – | – |
|
|
HI
32
Horizon Investments
Charlotte,
North Carolina
| $2.35K | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $34 | +$28 | +1 | New |
|
34
Fidelity Investments
Boston,
Massachusetts
| $27 | +$28 | +1 | New |
|
|
MA
35
Mutual Advisors
Omaha,
Nebraska
| – | -$205K | -7,181 | Closed |
|
|
CAS
36
Coppell Advisory Solutions
Coppell,
Texas
| – | -$1.89K | -67 | Closed |
|
HDMV Hedge Fund Activity: Q3 2023 in Review
34 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q3 2023, worth a combined $36.4M — up 5% from $34.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HDMV positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 13 trimmed.
The largest buyer was Golden State Equity Partners, adding an estimated $4.46M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.45M.
- 34 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q3 2023, up from 29 in Q2 2023.
- Funds reported $36.4M of First Trust Horizon Managed Volatility Developed International ETF stock for Q3 2023, up 5% quarter-over-quarter.
- 7 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q3 2023 and 2 closed out, a net change of +5 holders.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q3 2023 was Golden State Equity Partners, an estimated $4.46M added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q3 2023 was Cambridge Investment Research Advisors, an estimated $1.45M sold.
Based on aggregated 13F filings for Q3 2023.