First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
8 hedge funds and large institutions have $13.8M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
10% more capital invested
Capital invested by funds: $12.5M → $13.8M (+$1.26M)
1.24% more ownership
Funds ownership: 86.87% → 88.11% (+1.2%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$255K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$63.7K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$6.98K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.45K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$119K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$10.1K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$3.78K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $5.44M | +$63.7K | +1,890 | +1% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $5.32M | +$255K | +7,574 | +5% |
|
|
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $1.47M | -$3.78K | -112 | -0.3% |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.27M | -$10.1K | -300 | -0.8% |
|
|
AAS
5
Avantax Advisory Services
Dallas,
Texas
| $253K | +$6.98K | +207 | +3% |
|
|
HWM
6
Holloway Wealth Management
Gainesville,
Florida
| $10K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $2K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $1K | +$1.45K | +43 | New |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| – | -$119K | -3,719 | Closed |
|
HSMV Hedge Fund Activity: Q4 2021 in Review
8 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q4 2021, worth a combined $13.8M — up 10% from $12.5M a quarter earlier.
Fund positioning in HSMV was balanced in Q4 2021: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $255K. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $119K sold.
- 8 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $13.8M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q4 2021, up 10% quarter-over-quarter.
- 1 fund opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q4 2021 and 1 closed out, a net change of 0 holders.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $255K added.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q4 2021 was Tower Research Capital (TRC), an estimated $119K sold.
Based on aggregated 13F filings for Q4 2021.