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First Trust Horizon Managed Volatility Developed International ETF

30 hedge funds and large institutions have $35.1M invested in First Trust Horizon Managed Volatility Developed International ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

41% more capital invested

Capital invested by funds: $25M → $35.1M (+$10.2M)

19.45% more ownership

Funds ownership: 69.77%89.22% (+19%)

15% more funds holding

Funds holding: 2630 (+4)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
13
Closed
1
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
$6.74M +$202K +7,806 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.73M -$20.2K -779 -0.3%
LPL Financial
3
LPL Financial
California
$4.51M +$70.1K +2,710 +2%
Jane Street
4
Jane Street
New York
$4.26M +$3.44M +133,006 +556%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.62M +$2.49M +96,323 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.77M +$83.9K +3,242 +5%
CAN
7
Cetera Advisor Networks
California
$1.65M +$1.57M +60,813 New
HI
8
Harbour Investments
Wisconsin
$1.3M -$44.9K -1,735 -3%
OPS
9
Orion Portfolio Solutions
Nebraska
$1.21M -$7.76K -300 -0.7%
Truist Financial
10
Truist Financial
North Carolina
$686K -$414 -16 -0.1%
CA
11
Cetera Advisors
Colorado
$559K +$533K +20,600 New
Citadel Advisors
12
Citadel Advisors
Florida
$469K -$391K -15,110 -47%
RJA
13
Raymond James & Associates
Florida
$404K
GIA
14
Gladstone Institutional Advisory
Florida
$353K -$430K -16,630 -56%
OMC
15
Old Mission Capital
Illinois
$327K
MI
16
Moneywise Inc
Virginia
$321K -$85.1K -3,290 -22%
AAS
17
Avantax Advisory Services
Texas
$299K +$44.4K +1,714 +18%
AWS
18
Atria Wealth Solutions
New York
$279K +$2.77K +107 +1%
MA
19
Mutual Advisors
Nebraska
$217K -$37K -1,430 -15%
OFS
20
OneAscent Financial Services
Alabama
$201K +$191K +7,393 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$59K -$91.1K -3,519 -62%
BAM
22
Belpointe Asset Management
Nevada
$47.8K -$133K -5,149 -75%
UBS Group
23
UBS Group
Switzerland
$46.4K -$42.6K -1,645 -49%
IA
24
IFP Advisors
Florida
$40K -$6.81K -263 -18%
GRP
25
Global Retirement Partners
California
$15.6K

HDMV Hedge Fund Activity: Q4 2022 in Review

30 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q4 2022, worth a combined $35.1M — up 41% from $25M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HDMV positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $3.44M. The largest seller was Gladstone Institutional Advisory, cutting an estimated $430K.

  • 30 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q4 2022, up from 26 in Q3 2022.
  • Funds reported $35.1M of First Trust Horizon Managed Volatility Developed International ETF stock for Q4 2022, up 41% quarter-over-quarter.
  • 5 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q4 2022 and 1 closed out, a net change of +4 holders.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q4 2022 was Jane Street, an estimated $3.44M added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q4 2022 was Gladstone Institutional Advisory, an estimated $430K sold.

Based on aggregated 13F filings for Q4 2022.