First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
4 hedge funds and large institutions have $14.9M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
81.97% more ownership
Funds ownership: 0% → 81.97% (+82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.01M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.64M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.31M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$292K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $7.32M | +$7.01M | +302,486 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $4.84M | +$4.64M | +200,072 | New |
|
|
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $2.41M | +$2.31M | +99,625 | New |
|
|
FAAS
4
First Allied Advisory Services
San Diego,
California
| $305K | +$292K | +12,593 | New |
|
|
HWM
5
Holloway Wealth Management
Gainesville,
Florida
| $42K | – | – | – |
|
HSMV Hedge Fund Activity: Q2 2020 in Review
4 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q2 2020, worth a combined $14.9M.
Buyers outnumbered sellers: 4 funds opened new HSMV positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $7.01M.
- 4 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q2 2020, up from 0 in Q1 2020.
- Funds reported $14.9M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q2 2020.
- 4 funds opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q2 2020 and 0 closed out, a net change of +4 holders.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q2 2020 was Cambridge Investment Research Advisors, an estimated $7.01M added.
Based on aggregated 13F filings for Q2 2020.