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First Trust Horizon Managed Volatility Developed International ETF

32 hedge funds and large institutions have $36.6M invested in First Trust Horizon Managed Volatility Developed International ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more funds holding

Funds holding: 3032 (+2)

2.67% more ownership

Funds ownership: 89.22%91.9% (+2.7%)

4% more capital invested

Capital invested by funds: $35.1M → $36.6M (+$1.49M)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.85M -$210K -7,501 -3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.63M -$434K -15,486 -6%
LPL Financial
3
LPL Financial
California
$4.58M -$154K -5,506 -3%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.82M +$78.4K +2,801 +3%
GSEP
5
Golden State Equity Partners
California
$2.25M +$2.23M +79,794 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.89M +$33.5K +1,195 +2%
CAN
7
Cetera Advisor Networks
California
$1.66M -$69.7K -2,489 -4%
OPS
8
Orion Portfolio Solutions
Nebraska
$1.31M +$43.5K +1,553 +3%
BCI
9
Brinker Capital Investments
Pennsylvania
$1.31M +$1.29M +46,106 New
SPC
10
Sigma Planning Corp
Michigan
$1.24M +$1.22M +43,602 New
HI
11
Harbour Investments
Wisconsin
$1.1M -$263K -9,403 -20%
Truist Financial
12
Truist Financial
North Carolina
$638K -$80K -2,858 -11%
Jane Street
13
Jane Street
New York
$636K -$3.77M -134,594 -86%
CA
14
Cetera Advisors
Colorado
$581K -$5.54K -198 -1%
Citadel Advisors
15
Citadel Advisors
Florida
$570K +$76.6K +2,734 +16%
RJA
16
Raymond James & Associates
Florida
$424K
GIA
17
Gladstone Institutional Advisory
Florida
$398K +$27.9K +997 +8%
AWS
18
Atria Wealth Solutions
New York
$384K +$89.7K +3,202 +31%
AAS
19
Avantax Advisory Services
Texas
$346K +$31.5K +1,126 +10%
OMC
20
Old Mission Capital
Illinois
$343K
MI
21
Moneywise Inc
Virginia
$339K +$1.65K +59 +0.5%
MA
22
Mutual Advisors
Nebraska
$205K -$22.3K -795 -10%
HI
23
Horizon Investments
North Carolina
$32.7K +$32.2K +1,149 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$31K -$29.8K -1,065 -49%
GRP
25
Global Retirement Partners
California
$16.9K

HDMV Hedge Fund Activity: Q1 2023 in Review

32 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q1 2023, worth a combined $36.6M — up 4.2% from $35.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HDMV positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $1.29M. The largest seller was Jane Street, cutting an estimated $3.77M.

  • 32 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q1 2023, up from 30 in Q4 2022.
  • Funds reported $36.6M of First Trust Horizon Managed Volatility Developed International ETF stock for Q1 2023, up 4.2% quarter-over-quarter.
  • 5 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q1 2023 and 3 closed out, a net change of +2 holders.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q1 2023 was Brinker Capital Investments, an estimated $1.29M added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q1 2023 was Jane Street, an estimated $3.77M sold.

Based on aggregated 13F filings for Q1 2023.