First Trust Horizon Managed Volatility Developed International ETF
HDMV
50 hedge funds and large institutions have $100M invested in First Trust Horizon Managed Volatility Developed International ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 11 closing their positions.
11% more capital invested
Capital invested by funds: $90.3M → $100M (+$9.92M)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0% more funds holding
Funds holding: 50 → 50 (0)
4.37% less ownership
Funds ownership: 67.43% → 63.06% (-4.4%)
25% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.17M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$2.69M |
| 3 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$2.08M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.77M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.87M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.02M |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
-$1.48M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.22M |
| 5 |
Jane Street
New York
|
-$943K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
51
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$637K | -24,645 | Closed |
|
|
AWM
52
AE Wealth Management
Topeka,
Kansas
| – | -$429K | -16,607 | Closed |
|
|
AIC
53
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$241K | -9,597 | Closed |
|
54
HighTower Advisors
Chicago,
Illinois
| – | -$241K | -9,356 | Closed |
|
|
CAM
55
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$215K | -8,310 | Closed |
|
|
BFEC
56
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$195K | -7,537 | Closed |
|
|
EWM
57
EPG Wealth Management
Atlanta,
Georgia
| – | -$39K | -1,519 | Closed |
|
|
WAP
58
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$13K | -497 | Closed |
|
|
GSWM
59
Golden State Wealth Management
Santa Ana,
California
| – | -$8K | -291 | Closed |
|
|
LAS
60
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$5.88K | -215 | -99% |
|
|
ASN
61
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -56 | Closed |
|
62
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$574 | -21 | -60% |
|
HDMV Hedge Fund Activity: Q2 2020 in Review
50 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q2 2020, worth a combined $100M — up 11% from $90.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HDMV positions and 11 closed out — a net gain of 1 holder — while 15 added to existing stakes and 20 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $5.17M. The largest seller was Envestnet Asset Management, cutting an estimated $4.87M.
- 50 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $100M of First Trust Horizon Managed Volatility Developed International ETF stock for Q2 2020, up 11% quarter-over-quarter.
- 12 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q2 2020 and 11 closed out, a net change of +1 holder.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q2 2020 was Citadel Advisors, an estimated $5.17M added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $4.87M sold.
Based on aggregated 13F filings for Q2 2020.