First Trust Horizon Managed Volatility Developed International ETF
HDMV
37 hedge funds and large institutions have $70.5M invested in First Trust Horizon Managed Volatility Developed International ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
6% more funds holding
Funds holding: 35 → 37 (+2)
3.69% more ownership
Funds ownership: 78.47% → 82.17% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $72.7M → $70.5M (-$2.19M)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$1.62M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.51M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.19M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$604K |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$379K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.68M |
| 2 |
Jane Street
New York
|
-$1.81M |
| 3 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$1.44M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$743K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$340K |
HDMV Hedge Fund Activity: Q2 2021 in Review
37 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q2 2021, worth a combined $70.5M — down 3% from $72.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HDMV positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Golden State Equity Partners, adding an estimated $1.62M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.68M.
- 37 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q2 2021, up from 35 in Q1 2021.
- Funds reported $70.5M of First Trust Horizon Managed Volatility Developed International ETF stock for Q2 2021, down 3% quarter-over-quarter.
- 4 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q2 2021 and 2 closed out, a net change of +2 holders.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q2 2021 was Golden State Equity Partners, an estimated $1.62M added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q2 2021 was Cambridge Investment Research Advisors, an estimated $3.68M sold.
Based on aggregated 13F filings for Q2 2021.