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First Trust Horizon Managed Volatility Developed International ETF

17 hedge funds and large institutions have $55.8M invested in First Trust Horizon Managed Volatility Developed International ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

33% more capital invested

Capital invested by funds: $42M → $55.8M (+$13.8M)

18.61% more ownership

Funds ownership: 71.78%90.4% (+19%)

13% more funds holding

Funds holding: 1517 (+2)

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$28.8M +$4.34M +136,928 +17%
AP
2
Atwood & Palmer
Missouri
$11.4M +$11.7M +369,539 New
LPL Financial
3
LPL Financial
California
$8.53M +$1.71M +53,778 +24%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.3M +$3.39M +106,899 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.47M +$29.9K +943 +2%
RJA
6
Raymond James & Associates
Florida
$689K +$56.3K +1,776 +9%
Goldman Sachs
7
Goldman Sachs
New York
$486K +$499K +15,728 New
FAAS
8
First Allied Advisory Services
California
$424K +$175K +5,515 +68%
AI
9
Atria Investments
North Carolina
$327K +$90.4K +2,850 +37%
HI
10
Horizon Investments
North Carolina
$281K +$29.9K +942 +12%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$101K +$40.2K +1,266 +64%
CWA
12
Clarus Wealth Advisors
Arizona
$15K
AG
13
Advisor Group
Arizona
$8K +$4.16K +131 +113%
Morgan Stanley
14
Morgan Stanley
New York
$6K +$2.13K +67 +47%
CFGS
15
Concourse Financial Group Securities
Alabama
$3K +$3.9K +123 New
JFA
16
JNBA Financial Advisors
Minnesota
$2K +$1.94K +61 New
FA
17
FDx Advisors
Illinois
-$3.33M -99,600 Closed
Jane Street
18
Jane Street
New York
-$1.3M -38,780 Closed
Citadel Advisors
19
Citadel Advisors
Florida
-$212K -6,342 Closed
SFM
20
Signet Financial Management
New Jersey
-$5K -135 Closed
MOS
21
MGO One Seven
Ohio
+$793 +25 New

HDMV Hedge Fund Activity: Q4 2018 in Review

17 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q4 2018, worth a combined $55.8M — up 33% from $42M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HDMV positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 0 trimmed.

The largest buyer was Atwood & Palmer, opening a new position worth an estimated $11.7M. The largest seller was FDx Advisors, exiting entirely with an estimated $3.33M sold.

  • 17 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q4 2018, up from 15 in Q3 2018.
  • Funds reported $55.8M of First Trust Horizon Managed Volatility Developed International ETF stock for Q4 2018, up 33% quarter-over-quarter.
  • 6 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q4 2018 and 4 closed out, a net change of +2 holders.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q4 2018 was Atwood & Palmer, an estimated $11.7M added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q4 2018 was FDx Advisors, an estimated $3.33M sold.

Based on aggregated 13F filings for Q4 2018.