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First Trust Horizon Managed Volatility Developed International ETF

26 hedge funds and large institutions have $59.2M invested in First Trust Horizon Managed Volatility Developed International ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

5% less capital invested

Capital invested by funds: $62.2M → $59.2M (-$3.01M)

1.85% less ownership

Funds ownership: 80.76%78.91% (-1.8%)

24% less funds holding

Funds holding: 3426 (-8)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
26
Holders Change
-8
Holders Change %
-23.53%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
13
Reduced
9
Closed
8
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
$18.5M +$498K +16,095 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14M +$913K +29,531 +7%
LPL Financial
3
LPL Financial
California
$7.75M -$323K -10,442 -4%
GSEP
4
Golden State Equity Partners
California
$3.75M +$224K +7,249 +6%
OPS
5
Orion Portfolio Solutions
Nebraska
$2.51M +$37.5K +1,214 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.37M +$62.3K +2,013 +4%
GSWM
7
Golden State Wealth Management
California
$1.34M -$162K -5,223 -11%
Citadel Advisors
8
Citadel Advisors
Florida
$1.11M -$553K -17,870 -33%
GIA
9
Gladstone Institutional Advisory
Florida
$858K -$15.2K -491 -2%
Truist Financial
10
Truist Financial
North Carolina
$839K +$5.01K +162 +0.6%
OMC
11
Old Mission Capital
Illinois
$802K +$493K +15,956 +156%
MI
12
Moneywise Inc
Virginia
$752K -$77.8K -2,515 -9%
AAS
13
Avantax Advisory Services
Texas
$710K +$101K +3,277 +16%
BAM
14
Belpointe Asset Management
Nevada
$694K +$332K +10,738 +90%
HWM
15
Holloway Wealth Management
Florida
$629K
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$559K +$19.3K +625 +4%
RJA
17
Raymond James & Associates
Florida
$502K
KAS
18
Kestra Advisory Services
Texas
$418K +$76.9K +2,487 +22%
AWS
19
Atria Wealth Solutions
New York
$325K +$328K +10,618 New
MA
20
Mutual Advisors
Nebraska
$302K -$12.3K -397 -4%
CAN
21
Cetera Advisor Networks
California
$277K -$15.6K -503 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$67K +$22.9K +742 +51%
IA
23
IFP Advisors
Florida
$48K +$41.1K +1,328 +1,328%
UBS Group
24
UBS Group
Switzerland
$31K -$3.46K -112 -10%
GRP
25
Global Retirement Partners
California
$17K +$17.7K +573 New

HDMV Hedge Fund Activity: Q1 2022 in Review

26 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q1 2022, worth a combined $59.2M — down 4.8% from $62.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HDMV and 2 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 13 added.

The largest buyer was Envestnet Asset Management, adding an estimated $913K. The largest seller was HBW Advisory Services, exiting entirely with an estimated $1.06M sold.

  • 26 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q1 2022, down from 34 in Q4 2021.
  • Funds reported $59.2M of First Trust Horizon Managed Volatility Developed International ETF stock for Q1 2022, down 4.8% quarter-over-quarter.
  • 2 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q1 2022 and 8 closed out, a net change of -6 holders.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $913K added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q1 2022 was HBW Advisory Services, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2022.