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First Trust Horizon Managed Volatility Developed International ETF

30 hedge funds and large institutions have $35.2M invested in First Trust Horizon Managed Volatility Developed International ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $33.7M → $35.2M (+$1.49M)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

1.95% less ownership

Funds ownership: 111.82%109.86% (-2%)

17% less funds holding

Funds holding: 3630 (-6)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
30
Holders Change
-6
Holders Change %
-16.67%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.84M +$77.7K +2,543 +1%
LPL Financial
2
LPL Financial
California
$5.61M +$268K +8,788 +5%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.46M +$190K +6,228 +4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.28M +$32.6K +1,067 +0.7%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.05M -$179K -5,862 -8%
Citadel Advisors
6
Citadel Advisors
Florida
$1.34M +$898K +29,398 +239%
GSEP
7
Golden State Equity Partners
California
$1.3M -$117K -3,833 -9%
FTUS
8
Flow Traders U.S.
New York
$1.21M +$320K +10,462 +38%
GSWM
9
Golden State Wealth Management
California
$941K -$21.4K -701 -2%
Goldman Sachs
10
Goldman Sachs
New York
$901K -$61.1K -2,001 -7%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$750K +$124K +4,072 +21%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$642K -$50.4K -1,649 -8%
OIA
13
OneDigital Investment Advisors
Kansas
$488K +$465K +15,208 New
PS
14
Principal Securities
Iowa
$403K
AAS
15
Avantax Advisory Services
Texas
$400K -$472K -15,465 -55%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$357K +$8.06K +264 +2%
AWS
17
Atria Wealth Solutions
New York
$341K -$24.5K -801 -7%
GIA
18
Gladstone Institutional Advisory
Florida
$263K -$216K -7,057 -46%
UAG
19
United Advisor Group
Ohio
$258K +$244 +8 +0.1%
Truist Financial
20
Truist Financial
North Carolina
$250K +$8.19K +268 +4%
HI
21
Harbour Investments
Wisconsin
$74.7K -$4.21K -138 -6%
LFG
22
Larson Financial Group
Missouri
$16.9K -$2.99K -98 -16%
AAP
23
Arax Advisory Partners
Colorado
$11.9K +$11.3K +370 New
RF
24
Rossby Financial
Florida
$9.11K +$8.19K +268 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$7K -$82.4K -2,699 -93%

HDMV Hedge Fund Activity: Q1 2025 in Review

30 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Developed International ETF (HDMV) for Q1 2025, worth a combined $35.2M — up 4.4% from $33.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HDMV and 4 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 11 added.

The largest buyer was Citadel Advisors, adding an estimated $898K. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $1.05M sold.

  • 30 institutional investors held First Trust Horizon Managed Volatility Developed International ETF (HDMV) as of Q1 2025, down from 36 in Q4 2024.
  • Funds reported $35.2M of First Trust Horizon Managed Volatility Developed International ETF stock for Q1 2025, up 4.4% quarter-over-quarter.
  • 4 funds opened new First Trust Horizon Managed Volatility Developed International ETF positions in Q1 2025 and 9 closed out, a net change of -5 holders.
  • The largest First Trust Horizon Managed Volatility Developed International ETF buyer in Q1 2025 was Citadel Advisors, an estimated $898K added.
  • The largest First Trust Horizon Managed Volatility Developed International ETF seller in Q1 2025 was Brinker Capital Investments, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2025.