First Trust Horizon Managed Volatility Developed International ETF
HDMV
36 hedge funds and large institutions have $33.7M invested in First Trust Horizon Managed Volatility Developed International ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
12.43% more ownership
Funds ownership: 99.39% → 111.82% (+12%)
9% more funds holding
Funds holding: 33 → 36 (+3)
10% less capital invested
Capital invested by funds: $37.6M → $33.7M (-$3.87M)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$818K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$285K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$175K |
| 4 |
LPL Financial
San Diego,
California
|
+$156K |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$93.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$2.28M |
| 2 |
Jane Street
New York
|
-$468K |
| 3 |
MI
Moneywise Inc
Forest,
Virginia
|
-$273K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$157K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$60.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $70.9K | -$60.7K | -2,024 | -45% |
|
27
UBS Group
Zurich,
Switzerland
| $40.1K | +$33.1K | +1,104 | +379% |
|
|
LFG
28
Larson Financial Group
St Louis,
Missouri
| $18K | -$30 | -1 | -0.2% |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $11.5K | – | – | – |
|
30
Comerica Bank
Dallas,
Texas
| $8.86K | – | – | – |
|
31
Morgan Stanley
New York
| $4.09K | -$30 | -1 | -0.7% |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
|
WA
33
WPG Advisers
Baltimore,
Maryland
| $2.5K | +$2.61K | +87 | New |
|
|
CAS
34
Coppell Advisory Solutions
Coppell,
Texas
| $1.94K | – | – | – |
|
|
HI
35
Horizon Investments
Charlotte,
North Carolina
| $1.01K | – | – | – |
|
36
Wells Fargo
San Francisco,
California
| $23 | – | – | – |
|
|
MI
37
Moneywise Inc
Forest,
Virginia
| – | -$273K | -8,658 | Closed |
|
|
FFA
38
Farther Finance Advisors
San Francisco,
California
| – | -$9.24K | -293 | Closed |
|
HDMV Hedge Fund Activity: Q4 2024 in Review
36 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q4 2024, worth a combined $33.7M — down 10% from $37.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HDMV positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $818K. The largest seller was Golden State Equity Partners, cutting an estimated $2.28M.
- 36 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q4 2024, up from 33 in Q3 2024.
- Funds reported $33.7M of First Trust Horizon Managed Volatility Developed International ETF stock for Q4 2024, down 10% quarter-over-quarter.
- 6 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q4 2024 and 2 closed out, a net change of +4 holders.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $818K added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q4 2024 was Golden State Equity Partners, an estimated $2.28M sold.
Based on aggregated 13F filings for Q4 2024.