First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
11 hedge funds and large institutions have $13.5M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and closing their positions.
10% more funds holding
Funds holding: 10 → 11 (+1)
0.31% more ownership
Funds ownership: 90.51% → 90.82% (+0.31%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
10% less capital invested
Capital invested by funds: $15M → $13.5M (-$1.56M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$525K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$51.2K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$38.1K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.01K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$448K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$52.3K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$46.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$27.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $5.33M | +$525K | +16,753 | +10% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $4.69M | +$51.2K | +1,633 | +1% |
|
|
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $1.25M | -$46.6K | -1,487 | -3% |
|
|
4
Citadel Advisors
Miami,
Florida
| $996K | -$52.3K | -1,669 | -5% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $811K | -$448K | -14,286 | -34% |
|
|
AAS
6
Avantax Advisory Services
Dallas,
Texas
| $263K | +$3.92K | +125 | +1% |
|
|
7
UBS Group
Zurich,
Switzerland
| $53K | -$27.1K | -864 | -33% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $42K | +$4.01K | +128 | +10% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $36K | +$38.1K | +1,215 | New |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $13K | – | – | – |
|
HSMV Hedge Fund Activity: Q2 2022 in Review
11 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q2 2022, worth a combined $13.5M — down 10% from $15M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new HSMV positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $525K. The largest seller was Tower Research Capital (TRC), cutting an estimated $448K.
- 11 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q2 2022, up from 10 in Q1 2022.
- Funds reported $13.5M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q2 2022, down 10% quarter-over-quarter.
- 1 fund opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q2 2022 and 0 closed out, a net change of +1 holder.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $525K added.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q2 2022 was Tower Research Capital (TRC), an estimated $448K sold.
Based on aggregated 13F filings for Q2 2022.