We are live on ! Find out more
HDMV icon

First Trust Horizon Managed Volatility Developed International ETF

47 hedge funds and large institutions have $106M invested in First Trust Horizon Managed Volatility Developed International ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

38% more funds holding

Funds holding: 3447 (+13)

15% more capital invested

Capital invested by funds: $91.6M → $106M (+$14.2M)

0.26% less ownership

Funds ownership: 68.59%68.33% (-0.26%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
+13
Holders Change %
+38.24%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
20
Reduced
8
Closed
3
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
$30.5M -$616K -18,162 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.7M +$1.92M +56,591 +12%
LPL Financial
3
LPL Financial
California
$13.2M +$2.09M +61,498 +19%
AP
4
Atwood & Palmer
Missouri
$12.2M -$713K -21,020 -6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.12M +$338K +9,964 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.39M +$953K +28,113 +67%
FAAS
7
First Allied Advisory Services
California
$2.21M +$443K +13,070 +25%
AAS
8
Avantax Advisory Services
Texas
$1.82M +$1.8M +53,046 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.64M +$851K +25,100 +95%
DADC
10
D.A. Davidson & Co
Montana
$1.57M +$1.55M +45,765 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.34M +$145K +4,273 +12%
RJA
12
Raymond James & Associates
Florida
$1.3M +$7.94K +234 +0.6%
HAS
13
HBW Advisory Services
California
$1.19M +$1.18M +34,787 New
IA
14
IFP Advisors
Florida
$1.09M +$64.1K +1,891 +6%
SPC
15
Sigma Planning Corp
Michigan
$1.09M +$393K +11,582 +57%
Stifel Financial
16
Stifel Financial
Missouri
$1.05M +$1.04M +30,632 New
CAN
17
Cetera Advisor Networks
California
$928K +$364K +10,738 +66%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$912K +$904K +26,649 New
PAG
19
Private Advisor Group
New Jersey
$816K +$561K +16,554 +227%
AWM
20
AE Wealth Management
Kansas
$750K +$80K +2,360 +12%
SCA
21
Snowden Capital Advisors
New York
$747K +$740K +21,832 New
SS
22
Simplicity Solutions
Minnesota
$744K +$78.5K +2,316 +12%
KWM
23
Kingsview Wealth Management
Oregon
$730K +$724K +21,339 New
HWM
24
Holloway Wealth Management
Florida
$679K
Jane Street
25
Jane Street
New York
$599K -$744K -21,950 -56%

HDMV Hedge Fund Activity: Q4 2019 in Review

47 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q4 2019, worth a combined $106M — up 15% from $91.6M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HDMV positions and 3 closed out — a net gain of 15 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.09M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.55M sold.

  • 47 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q4 2019, up from 34 in Q3 2019.
  • Funds reported $106M of First Trust Horizon Managed Volatility Developed International ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 18 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q4 2019 and 3 closed out, a net change of +15 holders.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q4 2019 was LPL Financial, an estimated $2.09M added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q4 2019 was Citadel Advisors, an estimated $2.55M sold.

Based on aggregated 13F filings for Q4 2019.