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 |
HSMV Hedge Fund Activity: Q1 2022 in Review
10 of the 6,360 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.