First Trust Horizon Managed Volatility Developed International ETF
HDMV
33 hedge funds and large institutions have $69.6M invested in First Trust Horizon Managed Volatility Developed International ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 9 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
0.69% more ownership
Funds ownership: 82.17% → 82.85% (+0.69%)
1% less capital invested
Capital invested by funds: $70.5M → $69.6M (-$903K)
11% less funds holding
Funds holding: 37 → 33 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$867K |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$746K |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$410K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$247K |
| 5 |
LPL Financial
San Diego,
California
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.47M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$374K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$368K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$270K |
| 5 |
MI
Moneywise Inc
Forest,
Virginia
|
-$95.3K |
HDMV Hedge Fund Activity: Q3 2021 in Review
33 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q3 2021, worth a combined $69.6M — down 1.3% from $70.5M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of HDMV and 5 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 16 added.
The largest buyer was Envestnet Asset Management, adding an estimated $867K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.47M sold.
- 33 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q3 2021, down from 37 in Q2 2021.
- Funds reported $69.6M of First Trust Horizon Managed Volatility Developed International ETF stock for Q3 2021, down 1.3% quarter-over-quarter.
- 5 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q3 2021 and 9 closed out, a net change of -4 holders.
- The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $867K added.
- The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q3 2021 was Citadel Advisors, an estimated $1.47M sold.
Based on aggregated 13F filings for Q3 2021.