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First Trust Horizon Managed Volatility Developed International ETF

18 hedge funds and large institutions have $68.3M invested in First Trust Horizon Managed Volatility Developed International ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

22% more capital invested

Capital invested by funds: $55.8M → $68.3M (+$12.5M)

6% more funds holding

Funds holding: 1718 (+1)

13.01% less ownership

Funds ownership: 90.4%77.38% (-13%)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
3
Closed
2
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
$32.7M +$1.6M +49,143 +5%
AP
2
Atwood & Palmer
Missouri
$12.4M +$87.1K +2,675 +0.7%
LPL Financial
3
LPL Financial
California
$10.3M +$1.05M +32,244 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.29M +$1.69M +51,856 +49%
FA
5
FDx Advisors
Illinois
$4.01M +$3.93M +120,545 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.48M -$101K -3,110 -7%
FAAS
7
First Allied Advisory Services
California
$717K +$260K +7,997 +59%
RJA
8
Raymond James & Associates
Florida
$582K -$158K -4,851 -22%
AI
9
Atria Investments
North Carolina
$358K +$5.11K +157 +1%
HI
10
Horizon Investments
North Carolina
$330K +$26.5K +814 +9%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$112K +$4.3K +132 +4%
HWM
12
Holloway Wealth Management
Florida
$45K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$20K +$19.2K +591 New
CWA
14
Clarus Wealth Advisors
Arizona
$17K
Wells Fargo
15
Wells Fargo
California
$12K +$11.4K +351 New
Morgan Stanley
16
Morgan Stanley
New York
$7K
AG
17
Advisor Group
Arizona
$4K -$4.27K -131 -53%
CFGS
18
Concourse Financial Group Securities
Alabama
$4K +$782 +24 +20%
JFA
19
JNBA Financial Advisors
Minnesota
$2K
Goldman Sachs
20
Goldman Sachs
New York
-$486K -15,728 Closed

HDMV Hedge Fund Activity: Q1 2019 in Review

18 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q1 2019, worth a combined $68.3M — up 22% from $55.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HDMV positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 3 trimmed.

The largest buyer was FDx Advisors, opening a new position worth an estimated $3.93M. The largest seller was Goldman Sachs, exiting entirely with an estimated $486K sold.

  • 18 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q1 2019, up from 17 in Q4 2018.
  • Funds reported $68.3M of First Trust Horizon Managed Volatility Developed International ETF stock for Q1 2019, up 22% quarter-over-quarter.
  • 3 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q1 2019 and 2 closed out, a net change of +1 holder.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q1 2019 was FDx Advisors, an estimated $3.93M added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q1 2019 was Goldman Sachs, an estimated $486K sold.

Based on aggregated 13F filings for Q1 2019.