First Trust Horizon Managed Volatility Developed International ETF
HDMV
10 hedge funds and large institutions have $25.5M invested in First Trust Horizon Managed Volatility Developed International ETF in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
5% more capital invested
Capital invested by funds: $24.4M → $25.5M (+$1.15M)
1.53% less ownership
Funds ownership: 88.96% → 87.42% (-1.5%)
9% less funds holding
Funds holding: 11 → 10 (-1)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.51M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$62K |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$3.01K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
+$96 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.62M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$308K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$79.8K |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
-$9.48K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $19.6M | -$308K | -9,607 | -2% |
|
|
FA
2
FDx Advisors
Chicago,
Illinois
| $2.93M | -$9.48K | -296 | -0.3% |
|
|
3
LPL Financial
San Diego,
California
| $1.53M | +$1.51M | +47,268 | New |
|
|
4
Jane Street
New York
| $849K | -$1.62M | -50,554 | -66% |
|
|
HI
5
Horizon Investments
Charlotte,
North Carolina
| $502K | +$62K | +1,936 | +14% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $52K | – | – | – |
|
|
7
SEI Investments
Oaks,
Pennsylvania
| $20K | +$3.01K | +94 | +18% |
|
|
8
UBS Group
Zurich,
Switzerland
| $16K | -$79.8K | -2,492 | -84% |
|
|
WA
9
WFG Advisors
Dallas,
Texas
| $6K | +$96 | +3 | +2% |
|
10
Morgan Stanley
New York
| $5K | – | – | – |
|
|
11
Creative Planning
Overland Park,
Kansas
| – | -$2K | -72 | Closed |
|
|
GI
12
Gradient Investments
Arden Hills,
Minnesota
| – | -$2K | -72 | Closed |
|
HDMV Hedge Fund Activity: Q2 2017 in Review
10 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q2 2017, worth a combined $25.5M — up 4.7% from $24.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HDMV and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.51M. The largest seller was Jane Street, cutting an estimated $1.62M.
- 10 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q2 2017, down from 11 in Q1 2017.
- Funds reported $25.5M of First Trust Horizon Managed Volatility Developed International ETF stock for Q2 2017, up 4.7% quarter-over-quarter.
- 1 fund opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q2 2017 and 2 closed out, a net change of -1 holder.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q2 2017 was LPL Financial, an estimated $1.51M added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q2 2017 was Jane Street, an estimated $1.62M sold.
Based on aggregated 13F filings for Q2 2017.