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First Trust Horizon Managed Volatility Developed International ETF

36 hedge funds and large institutions have $71.4M invested in First Trust Horizon Managed Volatility Developed International ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.47% more ownership

Funds ownership: 56.09%73.55% (+17%)

16% more capital invested

Capital invested by funds: $61.7M → $71.4M (+$9.7M)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

3% less funds holding

Funds holding: 3736 (-1)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
10
Reduced
16
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
$23M +$422K +14,228 +2%
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$11.4M +$11M +372,377 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.84M -$1.2M -40,458 -11%
LPL Financial
4
LPL Financial
California
$8.52M -$2.24M -75,405 -21%
OPS
5
Orion Portfolio Solutions
Nebraska
$2.6M -$1.07M -35,927 -30%
Jane Street
6
Jane Street
New York
$2.58M +$126K +4,252 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.52M -$681K -22,970 -22%
GSEP
8
Golden State Equity Partners
California
$1.46M +$1.42M +47,962 New
MI
9
Moneywise Inc
Virginia
$1.05M -$23.2K -781 -2%
HAS
10
HBW Advisory Services
California
$996K +$23K +774 +2%
KAS
11
Kestra Advisory Services
Texas
$947K +$64.1K +2,162 +8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$859K +$835K +28,148 New
Truist Financial
13
Truist Financial
North Carolina
$827K +$394K +13,287 +96%
RJA
14
Raymond James & Associates
Florida
$679K -$68.6K -2,313 -9%
HWM
15
Holloway Wealth Management
Florida
$661K
KWM
16
Kingsview Wealth Management
Oregon
$631K -$5.93K -200 -1%
Citadel Advisors
17
Citadel Advisors
Florida
$593K +$276K +9,292 +92%
CWM
18
Cornerstone Wealth Management
Missouri
$482K -$329K -11,105 -41%
AAS
19
Avantax Advisory Services
Texas
$417K -$621K -20,936 -60%
PAG
20
Private Advisor Group
New Jersey
$331K +$46.6K +1,573 +17%
MA
21
Mutual Advisors
Nebraska
$280K +$44.2K +1,489 +19%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$251K -$854K -28,784 -78%
CAN
23
Cetera Advisor Networks
California
$225K -$5.69K -192 -3%
GRP
24
Global Retirement Partners
California
$58K -$21.6K -728 -28%
UBS Group
25
UBS Group
Switzerland
$47K -$19K -641 -29%

HDMV Hedge Fund Activity: Q4 2020 in Review

36 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q4 2020, worth a combined $71.4M — up 16% from $61.7M a quarter earlier.

Fund positioning in HDMV was balanced in Q4 2020: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 16 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $835K. The largest seller was LPL Financial, cutting an estimated $2.24M.

  • 36 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q4 2020, down from 37 in Q3 2020.
  • Funds reported $71.4M of First Trust Horizon Managed Volatility Developed International ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 4 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q4 2020 and 4 closed out, a net change of 0 holders.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $835K added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q4 2020 was LPL Financial, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2020.