First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
7 hedge funds and large institutions have $12.3M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and closing their positions.
10.7% more ownership
Funds ownership: 76.38% → 87.07% (+11%)
2% more capital invested
Capital invested by funds: $12.1M → $12.3M (+$260K)
0% more funds holding
Funds holding: 7 → 7 (0)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$866K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$999K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$569K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$473K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$96K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$89.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $5.82M | -$569K | -21,385 | -9% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $3.83M | -$999K | -37,541 | -22% |
|
|
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $1.63M | -$473K | -17,791 | -24% |
|
|
4
Citadel Advisors
Miami,
Florida
| $920K | +$866K | +32,547 | New |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $104K | -$96K | -3,609 | -50% |
|
|
HWM
6
Holloway Wealth Management
Gainesville,
Florida
| $21K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $6K | -$89.4K | -3,362 | -94% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $4K | +$1.92K | +72 | +120% |
|
HSMV Hedge Fund Activity: Q4 2020 in Review
7 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q4 2020, worth a combined $12.3M — up 2.2% from $12.1M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new HSMV positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $866K. The largest seller was Envestnet Asset Management, cutting an estimated $999K.
- 7 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $12.3M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q4 2020, up 2.2% quarter-over-quarter.
- 1 fund opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q4 2020 and 0 closed out, a net change of +1 holder.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q4 2020 was Citadel Advisors, an estimated $866K added.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $999K sold.
Based on aggregated 13F filings for Q4 2020.