First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
8 hedge funds and large institutions have $11.9M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and closing their positions.
14% more funds holding
Funds holding: 7 → 8 (+1)
4% less capital invested
Capital invested by funds: $12.3M → $11.9M (-$461K)
3.06% less ownership
Funds ownership: 87.07% → 84.01% (-3.1%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$764K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$132K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$24.5K |
| 4 |
BlackRock
New York
|
+$361 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.5M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$590K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$560K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.81K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $4.89M | -$1.5M | -49,660 | -24% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $3.67M | -$560K | -18,581 | -14% |
|
|
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $1.19M | -$590K | -19,583 | -34% |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.16M | +$132K | +4,382 | +13% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $912K | +$764K | +25,386 | +691% |
|
|
6
UBS Group
Zurich,
Switzerland
| $32K | +$24.5K | +812 | +406% |
|
|
HWM
7
Holloway Wealth Management
Gainesville,
Florida
| $11K | – | – | – |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $2K | -$1.81K | -60 | -45% |
|
|
9
BlackRock
New York
| – | +$361 | +12 | New |
|
HSMV Hedge Fund Activity: Q1 2021 in Review
8 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q1 2021, worth a combined $11.9M — down 3.7% from $12.3M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new HSMV positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $764K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.5M.
- 8 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q1 2021, up from 7 in Q4 2020.
- Funds reported $11.9M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q1 2021, down 3.7% quarter-over-quarter.
- 1 fund opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q1 2021 and 0 closed out, a net change of +1 holder.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q1 2021 was Tower Research Capital (TRC), an estimated $764K added.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q1 2021 was Cambridge Investment Research Advisors, an estimated $1.5M sold.
Based on aggregated 13F filings for Q1 2021.