First Trust Horizon Managed Volatility Developed International ETF
HDMV
35 hedge funds and large institutions have $37.5M invested in First Trust Horizon Managed Volatility Developed International ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3.91% more ownership
Funds ownership: 96.32% → 100.23% (+3.9%)
3% more funds holding
Funds holding: 34 → 35 (+1)
3% more capital invested
Capital invested by funds: $36.4M → $37.5M (+$1.18M)
44% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$794K |
| 2 |
Jane Street
New York
|
+$769K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$492K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$413K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$71.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.66M |
| 2 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$368K |
| 3 |
LPL Financial
San Diego,
California
|
-$276K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$221K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$146K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | -$16.8K | -613 | -58% |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $11.5K | – | – | – |
|
|
FGAM
28
Financial Gravity Asset Management
Lakeway,
Texas
| $11.3K | +$10.7K | +392 | New |
|
29
Comerica Bank
Dallas,
Texas
| $8.99K | – | – | – |
|
30
Morgan Stanley
New York
| $8.19K | +$3.89K | +142 | +100% |
|
31
UBS Group
Zurich,
Switzerland
| $6.95K | -$12.7K | -464 | -66% |
|
|
LFG
32
Larson Financial Group
St Louis,
Missouri
| $3.95K | +$27 | +1 | +0.7% |
|
|
CAS
33
Coppell Advisory Solutions
Coppell,
Texas
| $1.93K | +$1.83K | +67 | New |
|
|
HI
34
Horizon Investments
Charlotte,
North Carolina
| $1.61K | -$849 | -31 | -36% |
|
35
Wells Fargo
San Francisco,
California
| $33 | – | – | – |
|
|
SPC
36
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$2.66M | -98,648 | Closed |
|
|
HAS
37
HBW Advisory Services
Simi Valley,
California
| – | -$45K | -1,658 | Closed |
|
|
CIA
38
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$10.6K | -392 | Closed |
|
39
Fidelity Investments
Boston,
Massachusetts
| – | -$27 | -1 | Closed |
|
HDMV Hedge Fund Activity: Q4 2023 in Review
35 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q4 2023, worth a combined $37.5M — up 3.2% from $36.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HDMV positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 16 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $794K. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $2.66M sold.
- 35 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q4 2023, up from 34 in Q3 2023.
- Funds reported $37.5M of First Trust Horizon Managed Volatility Developed International ETF stock for Q4 2023, up 3.2% quarter-over-quarter.
- 5 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q4 2023 and 4 closed out, a net change of +1 holder.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q4 2023 was Flow Traders U.S., an estimated $794K added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q4 2023 was Sigma Planning Corp, an estimated $2.66M sold.
Based on aggregated 13F filings for Q4 2023.