We are live on ! Find out more
HDMV icon

First Trust Horizon Managed Volatility Developed International ETF

50 hedge funds and large institutions have $100M invested in First Trust Horizon Managed Volatility Developed International ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $90.3M → $100M (+$9.92M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 5050 (0)

4.37% less ownership

Funds ownership: 67.43%63.06% (-4.4%)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
15
Reduced
20
Closed
11
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
$23.2M +$1.09M +39,737 +5%
AP
2
Atwood & Palmer
Missouri
$12.7M +$2.08M +75,946 +20%
LPL Financial
3
LPL Financial
California
$12.2M -$2.02M -73,835 -14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.9M -$4.87M -178,213 -31%
Citadel Advisors
5
Citadel Advisors
Florida
$6.11M +$5.17M +189,146 +645%
OPS
6
Orion Portfolio Solutions
Nebraska
$3.89M +$50.8K +1,859 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.36M +$1.37M +50,126 +71%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.02M +$1.3M +47,591 +79%
AAS
9
Avantax Advisory Services
Texas
$2.39M +$336K +12,298 +17%
FAAS
10
First Allied Advisory Services
California
$2.31M -$59.8K -2,188 -3%
Jane Street
11
Jane Street
New York
$2.15M -$943K -34,490 -31%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.81M +$1.77M +64,868 New
JIP
13
Jaffetilchin Investment Partners
Florida
$1.81M +$2.69M +98,382 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.44M -$3.31K -121 -0.2%
CWM
15
Cornerstone Wealth Management
Missouri
$1.41M +$1.38M +50,439 New
MI
16
Moneywise Inc
Virginia
$1.2M +$207K +7,559 +21%
IA
17
IFP Advisors
Florida
$1.13M +$102K +3,720 +10%
RJA
18
Raymond James & Associates
Florida
$1.05M -$230K -8,391 -18%
HAS
19
HBW Advisory Services
California
$949K +$116K +4,241 +14%
CAN
20
Cetera Advisor Networks
California
$710K -$555K -20,277 -44%
Stifel Financial
21
Stifel Financial
Missouri
$622K -$577K -21,081 -49%
HWM
22
Holloway Wealth Management
Florida
$612K
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$592K +$4.95K +181 +0.9%
KWM
24
Kingsview Wealth Management
Oregon
$590K -$34.1K -1,245 -6%
MIAN
25
Mariner Independent Advisor Network
Kansas
$583K +$7K +256 +1%

HDMV Hedge Fund Activity: Q2 2020 in Review

50 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q2 2020, worth a combined $100M — up 11% from $90.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HDMV positions and 11 closed out — a net gain of 1 holder — while 15 added to existing stakes and 20 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $5.17M. The largest seller was Envestnet Asset Management, cutting an estimated $4.87M.

  • 50 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $100M of First Trust Horizon Managed Volatility Developed International ETF stock for Q2 2020, up 11% quarter-over-quarter.
  • 12 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q2 2020 and 11 closed out, a net change of +1 holder.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q2 2020 was Citadel Advisors, an estimated $5.17M added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $4.87M sold.

Based on aggregated 13F filings for Q2 2020.