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First Trust Horizon Managed Volatility Developed International ETF

33 hedge funds and large institutions have $35.1M invested in First Trust Horizon Managed Volatility Developed International ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

3.96% more ownership

Funds ownership: 100.23%104.18% (+4%)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

6% less funds holding

Funds holding: 3533 (-2)

7% less capital invested

Capital invested by funds: $37.5M → $35.1M (-$2.46M)

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
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
$5.87M +$165K +5,714 +3%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$4.78M +$1.96M +67,967 +71%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.72M -$45.9K -1,591 -1%
LPL Financial
4
LPL Financial
California
$4.16M +$117K +4,065 +3%
Jane Street
5
Jane Street
New York
$2.12M +$327K +11,332 +19%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.95M +$60.1K +2,085 +3%
RJA
7
Raymond James & Associates
Florida
$1.49M +$59.1K +2,049 +4%
CAN
8
Cetera Advisor Networks
California
$1.38M -$56.2K -1,947 -4%
BCI
9
Brinker Capital Investments
Pennsylvania
$1.12M -$95K -3,295 -8%
OPS
10
Orion Portfolio Solutions
Nebraska
$1.12M -$95K -3,295 -8%
AAS
11
Avantax Advisory Services
Texas
$827K +$45.1K +1,565 +6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$734K +$206K +7,131 +40%
CA
13
Cetera Advisors
Colorado
$711K +$165K +5,718 +31%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$629K +$24.5K +851 +4%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$500K +$491K +17,016 New
Citadel Advisors
16
Citadel Advisors
Florida
$446K -$82.8K -2,870 -16%
GIA
17
Gladstone Institutional Advisory
Florida
$440K +$62.4K +2,165 +17%
PS
18
Principal Securities
Iowa
$352K +$35.7K +1,239 +11%
MI
19
Moneywise Inc
Virginia
$332K -$8.77K -304 -3%
AWS
20
Atria Wealth Solutions
New York
$322K +$37K +1,282 +13%
UAG
21
United Advisor Group
Ohio
$285K +$281K +9,741 New
Truist Financial
22
Truist Financial
North Carolina
$279K -$8.45K -293 -3%
HI
23
Harbour Investments
Wisconsin
$237K -$125K -4,345 -35%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$203K +$200K +6,933 New
FGAM
25
Financial Gravity Asset Management
Texas
$13K +$1.67K +58 +15%

HDMV Hedge Fund Activity: Q1 2024 in Review

33 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q1 2024, worth a combined $35.1M — down 6.6% from $37.5M a quarter earlier.

Fund positioning in HDMV was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 12 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.96M. The largest seller was Old Mission Capital, exiting entirely with an estimated $966K sold.

  • 33 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q1 2024, down from 35 in Q4 2023.
  • Funds reported $35.1M of First Trust Horizon Managed Volatility Developed International ETF stock for Q1 2024, down 6.6% quarter-over-quarter.
  • 3 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q1 2024 and 3 closed out, a net change of 0 holders.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.96M added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q1 2024 was Old Mission Capital, an estimated $966K sold.

Based on aggregated 13F filings for Q1 2024.