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First Trust Horizon Managed Volatility Developed International ETF

31 hedge funds and large institutions have $34.3M invested in First Trust Horizon Managed Volatility Developed International ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

0.76% more ownership

Funds ownership: 104.18%104.94% (+0.76%)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2% less capital invested

Capital invested by funds: $35.1M → $34.3M (-$805K)

6% less funds holding

Funds holding: 3331 (-2)

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.8M +$105K +3,645 +2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.74M +$169K +5,847 +4%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.67M +$34K +1,176 +0.7%
LPL Financial
4
LPL Financial
California
$4.29M +$261K +9,012 +6%
GSEP
5
Golden State Equity Partners
California
$2.88M +$2.94M +101,528 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.91M +$12.1K +418 +0.6%
Jane Street
7
Jane Street
New York
$1.56M -$503K -17,407 -24%
RJA
8
Raymond James & Associates
Florida
$1.34M -$109K -3,771 -7%
BCI
9
Brinker Capital Investments
Pennsylvania
$1.08M -$6.16K -213 -0.6%
OPS
10
Orion Portfolio Solutions
Nebraska
$1.08M -$6.16K -213 -0.6%
AAS
11
Avantax Advisory Services
Texas
$811K +$9.05K +313 +1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$687K -$25.2K -872 -3%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$627K +$16.4K +567 +3%
GIA
14
Gladstone Institutional Advisory
Florida
$444K +$17.7K +613 +4%
Citadel Advisors
15
Citadel Advisors
Florida
$395K -$38.7K -1,340 -9%
PS
16
Principal Securities
Iowa
$356K +$14.7K +508 +4%
AWS
17
Atria Wealth Solutions
New York
$347K +$34.9K +1,208 +11%
MI
18
Moneywise Inc
Virginia
$327K +$4.89K +169 +1%
UAG
19
United Advisor Group
Ohio
$259K -$17.5K -607 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$245K +$49K +1,695 +24%
Truist Financial
21
Truist Financial
North Carolina
$203K -$69.5K -2,404 -25%
HI
22
Harbour Investments
Wisconsin
$152K -$79.6K -2,752 -34%
LFG
23
Larson Financial Group
Missouri
$17.6K +$13.9K +482 +349%
GRP
24
Global Retirement Partners
California
$11.4K
Comerica Bank
25
Comerica Bank
Texas
$8.74K

HDMV Hedge Fund Activity: Q2 2024 in Review

31 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q2 2024, worth a combined $34.3M — down 2.3% from $35.1M a quarter earlier.

Fund positioning in HDMV was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 15 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $261K. The largest seller was Jane Street, cutting an estimated $503K.

  • 31 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q2 2024, down from 33 in Q1 2024.
  • Funds reported $34.3M of First Trust Horizon Managed Volatility Developed International ETF stock for Q2 2024, down 2.3% quarter-over-quarter.
  • 2 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q2 2024 and 2 closed out, a net change of 0 holders.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q2 2024 was LPL Financial, an estimated $261K added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q2 2024 was Jane Street, an estimated $503K sold.

Based on aggregated 13F filings for Q2 2024.