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First Trust Horizon Managed Volatility Developed International ETF

33 hedge funds and large institutions have $37.6M invested in First Trust Horizon Managed Volatility Developed International ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $34.3M → $37.6M (+$3.34M)

6% more funds holding

Funds holding: 3133 (+2)

5.55% less ownership

Funds ownership: 104.94%99.39% (-5.5%)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
11
Reduced
15
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.34M -$99.3K -3,280 -2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.34M +$68K +2,247 +1%
LPL Financial
3
LPL Financial
California
$5.06M +$285K +9,422 +6%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.97M -$204K -6,747 -4%
GSEP
5
Golden State Equity Partners
California
$3.79M +$564K +18,642 +18%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.12M -$1.12K -37 -0.1%
Jane Street
7
Jane Street
New York
$1.36M -$355K -11,715 -21%
BCI
8
Brinker Capital Investments
Pennsylvania
$1.16M -$42.9K -1,416 -4%
OPS
9
Orion Portfolio Solutions
Nebraska
$1.16M -$42.9K -1,416 -4%
Goldman Sachs
10
Goldman Sachs
New York
$990K +$951K +31,406 New
AAS
11
Avantax Advisory Services
Texas
$923K +$21.5K +710 +2%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$584K -$107K -3,537 -16%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$548K -$206K -6,811 -28%
GIA
14
Gladstone Institutional Advisory
Florida
$494K +$333 +11 +0.1%
Citadel Advisors
15
Citadel Advisors
Florida
$434K -$3.69K -122 -0.9%
PS
16
Principal Securities
Iowa
$421K +$25.4K +840 +7%
RJA
17
Raymond James & Associates
Florida
$341K -$1.1M -36,350 -77%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$293K +$20.5K +677 +8%
UAG
19
United Advisor Group
Ohio
$289K +$757 +25 +0.3%
AWS
20
Atria Wealth Solutions
New York
$280K -$101K -3,328 -27%
MI
21
Moneywise Inc
Virginia
$273K -$86.3K -2,851 -25%
Truist Financial
22
Truist Financial
North Carolina
$224K -$1.64K -54 -0.8%
HI
23
Harbour Investments
Wisconsin
$141K -$25.9K -855 -16%
LFG
24
Larson Financial Group
Missouri
$19.7K +$182 +6 +1%
GRP
25
Global Retirement Partners
California
$12.6K

HDMV Hedge Fund Activity: Q3 2024 in Review

33 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q3 2024, worth a combined $37.6M — up 9.7% from $34.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new HDMV positions and 0 closed out — a net gain of 2 holders — while 11 added to existing stakes and 15 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $951K. The largest seller was Raymond James & Associates, cutting an estimated $1.1M.

  • 33 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q3 2024, up from 31 in Q2 2024.
  • Funds reported $37.6M of First Trust Horizon Managed Volatility Developed International ETF stock for Q3 2024, up 9.7% quarter-over-quarter.
  • 2 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q3 2024 was Goldman Sachs, an estimated $951K added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q3 2024 was Raymond James & Associates, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2024.