First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
10 hedge funds and large institutions have $15M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
9% more capital invested
Capital invested by funds: $13.8M → $15M (+$1.26M)
2.39% more ownership
Funds ownership: 88.11% → 90.51% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.37M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$308K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$85.1K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$48K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$39.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$45.9K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$15.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $5.4M | +$308K | +9,372 | +6% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $5.19M | -$15.8K | -481 | -0.3% |
|
|
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $1.45M | +$35K | +1,065 | +3% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $1.38M | +$1.37M | +41,608 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $1.17M | -$45.9K | -1,397 | -4% |
|
|
AAS
6
Avantax Advisory Services
Dallas,
Texas
| $290K | +$48K | +1,463 | +20% |
|
|
7
UBS Group
Zurich,
Switzerland
| $88K | +$85.1K | +2,592 | +6,028% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $42K | +$39.4K | +1,200 | +1,667% |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $13K | +$19.7K | +600 | New |
|
|
HWM
10
Holloway Wealth Management
Gainesville,
Florida
| $9K | – | – | – |
|
HSMV Hedge Fund Activity: Q1 2022 in Review
10 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q1 2022, worth a combined $15M — up 9.1% from $13.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HSMV positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $1.37M. The largest seller was Citadel Advisors, cutting an estimated $45.9K.
- 10 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q1 2022, up from 8 in Q4 2021.
- Funds reported $15M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q1 2022, up 9.1% quarter-over-quarter.
- 2 funds opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q1 2022 and 0 closed out, a net change of +2 holders.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q1 2022 was Tower Research Capital (TRC), an estimated $1.37M added.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q1 2022 was Citadel Advisors, an estimated $45.9K sold.
Based on aggregated 13F filings for Q1 2022.