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First Trust Horizon Managed Volatility Developed International ETF

47 hedge funds and large institutions have $106M invested in First Trust Horizon Managed Volatility Developed International ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

38% more funds holding

Funds holding: 3447 (+13)

15% more capital invested

Capital invested by funds: $91.6M → $106M (+$14.2M)

0.26% less ownership

Funds ownership: 68.59%68.33% (-0.26%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
+13
Holders Change %
+38.24%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
20
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PO
51
Private Ocean
California
-$4K -95 Closed

HDMV Hedge Fund Activity: Q4 2019 in Review

47 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q4 2019, worth a combined $106M — up 15% from $91.6M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HDMV positions and 3 closed out — a net gain of 15 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.09M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.55M sold.

  • 47 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q4 2019, up from 34 in Q3 2019.
  • Funds reported $106M of First Trust Horizon Managed Volatility Developed International ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 18 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q4 2019 and 3 closed out, a net change of +15 holders.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q4 2019 was LPL Financial, an estimated $2.09M added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q4 2019 was Citadel Advisors, an estimated $2.55M sold.

Based on aggregated 13F filings for Q4 2019.