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First Trust Horizon Managed Volatility Developed International ETF

35 hedge funds and large institutions have $37.5M invested in First Trust Horizon Managed Volatility Developed International ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3.91% more ownership

Funds ownership: 96.32%100.23% (+3.9%)

3% more funds holding

Funds holding: 3435 (+1)

3% more capital invested

Capital invested by funds: $36.4M → $37.5M (+$1.18M)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% 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
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.62M -$112K -4,075 -2%
GSEP
2
Golden State Equity Partners
California
$4.86M -$368K -13,421 -7%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.69M -$146K -5,347 -3%
LPL Financial
4
LPL Financial
California
$3.98M -$276K -10,060 -7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.75M -$76.3K -2,785 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.86M +$8.77K +320 +0.5%
Jane Street
7
Jane Street
New York
$1.76M +$769K +28,075 +85%
CAN
8
Cetera Advisor Networks
California
$1.42M -$46.4K -1,693 -3%
RJA
9
Raymond James & Associates
Florida
$1.41M +$71.8K +2,622 +6%
BCI
10
Brinker Capital Investments
Pennsylvania
$1.21M -$35.2K -1,285 -3%
OPS
11
Orion Portfolio Solutions
Nebraska
$1.21M -$35.2K -1,285 -3%
OMC
12
Old Mission Capital
Illinois
$966K
FTUS
13
Flow Traders U.S.
New York
$836K +$794K +28,999 New
AAS
14
Avantax Advisory Services
Texas
$770K +$413K +15,082 +130%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$595K +$37.2K +1,357 +7%
CA
16
Cetera Advisors
Colorado
$535K +$28.3K +1,034 +6%
Citadel Advisors
17
Citadel Advisors
Florida
$522K -$68.7K -2,509 -12%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$517K +$492K +17,944 New
GIA
19
Gladstone Institutional Advisory
Florida
$371K -$22.9K -835 -6%
HI
20
Harbour Investments
Wisconsin
$359K -$221K -8,062 -39%
MI
21
Moneywise Inc
Virginia
$336K -$13.1K -477 -4%
PS
22
Principal Securities
Iowa
$311K +$295K +10,776 New
Truist Financial
23
Truist Financial
North Carolina
$284K -$7.09K -259 -3%
AWS
24
Atria Wealth Solutions
New York
$281K +$43.9K +1,604 +20%
GWM
25
Geneos Wealth Management
Colorado
$12.1K

HDMV Hedge Fund Activity: Q4 2023 in Review

35 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q4 2023, worth a combined $37.5M — up 3.2% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HDMV positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $794K. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $2.66M sold.

  • 35 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q4 2023, up from 34 in Q3 2023.
  • Funds reported $37.5M of First Trust Horizon Managed Volatility Developed International ETF stock for Q4 2023, up 3.2% quarter-over-quarter.
  • 5 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q4 2023 and 4 closed out, a net change of +1 holder.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q4 2023 was Flow Traders U.S., an estimated $794K added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q4 2023 was Sigma Planning Corp, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2023.