First Trust Horizon Managed Volatility Developed International ETF
HDMV
37 hedge funds and large institutions have $61.7M invested in First Trust Horizon Managed Volatility Developed International ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 23 reducing their positions, and 17 closing their positions.
6.97% less ownership
Funds ownership: 63.06% → 56.09% (-7%)
26% less funds holding
Funds holding: 50 → 37 (-13)
38% less capital invested
Capital invested by funds: $100M → $61.7M (-$38.5M)
74% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 23
76% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$188K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$179K |
| 3 |
Jane Street
New York
|
+$101K |
| 4 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$79.3K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
+$22.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$13M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.76M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.51M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SF
51
Synovus Financial
Columbus,
Georgia
| – | -$8K | -300 | Closed |
|
|
FWM
52
FSA Wealth Management
Needham,
Massachusetts
| – | -$1K | -27 | Closed |
|
53
Wells Fargo
San Francisco,
California
| – | +$29 | +1 | New |
|
HDMV Hedge Fund Activity: Q3 2020 in Review
37 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q3 2020, worth a combined $61.7M — down 38% from $100M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of HDMV and 4 opened new positions — a net loss of 13 holders — while 23 trimmed existing stakes and 6 added.
The largest buyer was Horizon Investments, adding an estimated $188K. The largest seller was Atwood & Palmer, cutting an estimated $13M.
- 37 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q3 2020, down from 50 in Q2 2020.
- Funds reported $61.7M of First Trust Horizon Managed Volatility Developed International ETF stock for Q3 2020, down 38% quarter-over-quarter.
- 4 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q3 2020 and 17 closed out, a net change of -13 holders.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q3 2020 was Horizon Investments, an estimated $188K added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q3 2020 was Atwood & Palmer, an estimated $13M sold.
Based on aggregated 13F filings for Q3 2020.