First Trust Horizon Managed Volatility Developed International ETF
HDMV
33 hedge funds and large institutions have $35.1M invested in First Trust Horizon Managed Volatility Developed International ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
3.96% more ownership
Funds ownership: 100.23% → 104.18% (+4%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
6% less funds holding
Funds holding: 35 → 33 (-2)
7% less capital invested
Capital invested by funds: $37.5M → $35.1M (-$2.46M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.96M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$491K |
| 3 |
Jane Street
New York
|
+$327K |
| 4 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$281K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$966K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$836K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$125K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$95K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$95K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| $11.7K | – | – | – |
|
27
Comerica Bank
Dallas,
Texas
| $9.02K | -$115 | -4 | -1% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | -$8.45K | -293 | -65% |
|
29
Morgan Stanley
New York
| $4.2K | -$4.07K | -141 | -50% |
|
|
LFG
30
Larson Financial Group
St Louis,
Missouri
| $4.05K | +$29 | +1 | +0.7% |
|
|
HI
31
Horizon Investments
Charlotte,
North Carolina
| $1.64K | – | – | – |
|
32
UBS Group
Zurich,
Switzerland
| $1.08K | -$5.88K | -204 | -85% |
|
33
Wells Fargo
San Francisco,
California
| $18 | – | – | – |
|
|
OMC
34
Old Mission Capital
Chicago,
Illinois
| – | -$966K | -33,509 | Closed |
|
|
FTUS
35
Flow Traders U.S.
New York
| – | -$836K | -28,999 | Closed |
|
|
GWM
36
Geneos Wealth Management
Englewood,
Colorado
| – | -$12.1K | -419 | Closed |
|
HDMV Hedge Fund Activity: Q1 2024 in Review
33 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q1 2024, worth a combined $35.1M — down 6.6% from $37.5M a quarter earlier.
Fund positioning in HDMV was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 12 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $1.96M. The largest seller was Old Mission Capital, exiting entirely with an estimated $966K sold.
- 33 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q1 2024, down from 35 in Q4 2023.
- Funds reported $35.1M of First Trust Horizon Managed Volatility Developed International ETF stock for Q1 2024, down 6.6% quarter-over-quarter.
- 3 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q1 2024 and 3 closed out, a net change of 0 holders.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.96M added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q1 2024 was Old Mission Capital, an estimated $966K sold.
Based on aggregated 13F filings for Q1 2024.