First Trust Horizon Managed Volatility Developed International ETF
HDMV
31 hedge funds and large institutions have $34.3M invested in First Trust Horizon Managed Volatility Developed International ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
0.76% more ownership
Funds ownership: 104.18% → 104.94% (+0.76%)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
2% less capital invested
Capital invested by funds: $35.1M → $34.3M (-$805K)
6% less funds holding
Funds holding: 33 → 31 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$261K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$169K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$105K |
| 4 |
Bank of New York Mellon
New York
|
+$49K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$34.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$503K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$500K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$109K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$79.6K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$69.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $4.26K | +$3.27K | +113 | +305% |
|
27
Morgan Stanley
New York
| $4.03K | -$29 | -1 | -0.7% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
|
CAS
29
Coppell Advisory Solutions
Coppell,
Texas
| $1.9K | +$1.94K | +67 | New |
|
|
HI
30
Horizon Investments
Charlotte,
North Carolina
| $1.65K | +$58 | +2 | +4% |
|
31
Wells Fargo
San Francisco,
California
| $40 | – | – | – |
|
|
32
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$500K | -17,016 | Closed |
|
|
FGAM
33
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$13K | -450 | Closed |
|
HDMV Hedge Fund Activity: Q2 2024 in Review
31 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q2 2024, worth a combined $34.3M — down 2.3% from $35.1M a quarter earlier.
Fund positioning in HDMV was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 15 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $261K. The largest seller was Jane Street, cutting an estimated $503K.
- 31 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q2 2024, down from 33 in Q1 2024.
- Funds reported $34.3M of First Trust Horizon Managed Volatility Developed International ETF stock for Q2 2024, down 2.3% quarter-over-quarter.
- 2 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q2 2024 and 2 closed out, a net change of 0 holders.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q2 2024 was LPL Financial, an estimated $261K added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q2 2024 was Jane Street, an estimated $503K sold.
Based on aggregated 13F filings for Q2 2024.