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First Trust Horizon Managed Volatility Developed International ETF

36 hedge funds and large institutions have $33.7M invested in First Trust Horizon Managed Volatility Developed International ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

12.43% more ownership

Funds ownership: 99.39%111.82% (+12%)

9% more funds holding

Funds holding: 3336 (+3)

10% less capital invested

Capital invested by funds: $37.6M → $33.7M (-$3.87M)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
11
Reduced
13
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
$6.06M +$285K +9,504 +5%
LPL Financial
2
LPL Financial
California
$4.77M +$156K +5,204 +3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.72M -$157K -5,237 -3%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.71M +$175K +5,847 +4%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.95M +$81K +2,701 +4%
GSEP
6
Golden State Equity Partners
California
$1.27M -$2.28M -75,938 -63%
BCI
7
Brinker Capital Investments
Pennsylvania
$1.05M -$7.83K -261 -0.7%
OPS
8
Orion Portfolio Solutions
Nebraska
$1.05M -$7.83K -261 -0.7%
Goldman Sachs
9
Goldman Sachs
New York
$865K -$40.5K -1,349 -4%
GSWM
10
Golden State Wealth Management
California
$864K +$901K +30,030 New
AAS
11
Avantax Advisory Services
Texas
$804K -$40.3K -1,345 -5%
Jane Street
12
Jane Street
New York
$792K -$468K -15,619 -36%
FTUS
13
Flow Traders U.S.
New York
$785K +$818K +27,288 New
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$623K +$93.8K +3,127 +17%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$556K +$57.5K +1,916 +11%
GIA
16
Gladstone Institutional Advisory
Florida
$438K -$12.6K -420 -3%
PS
17
Principal Securities
Iowa
$403K +$19.1K +636 +5%
Citadel Advisors
18
Citadel Advisors
Florida
$354K -$44.5K -1,484 -11%
AWS
19
Atria Wealth Solutions
New York
$329K +$75.7K +2,523 +28%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$313K +$46.8K +1,561 +17%
CFG
21
Certior Financial Group
Pennsylvania
$252K +$263K +8,758 New
UAG
22
United Advisor Group
Ohio
$231K -$33.5K -1,116 -12%
Truist Financial
23
Truist Financial
North Carolina
$217K +$13.3K +442 +6%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$84K +$87.4K +2,915 New
SAM
25
Synergy Asset Management
Washington
$81.4K +$77.5K +2,583 New

HDMV Hedge Fund Activity: Q4 2024 in Review

36 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q4 2024, worth a combined $33.7M — down 10% from $37.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HDMV positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $818K. The largest seller was Golden State Equity Partners, cutting an estimated $2.28M.

  • 36 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q4 2024, up from 33 in Q3 2024.
  • Funds reported $33.7M of First Trust Horizon Managed Volatility Developed International ETF stock for Q4 2024, down 10% quarter-over-quarter.
  • 6 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $818K added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q4 2024 was Golden State Equity Partners, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2024.