First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
14 hedge funds and large institutions have $18.8M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
47% more capital invested
Capital invested by funds: $12.8M → $18.8M (+$6.03M)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
30.29% more ownership
Funds ownership: 90.83% → 121.12% (+30%)
27% more funds holding
Funds holding: 11 → 14 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.65M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.29M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$551K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$210K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$48.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$88.6K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$29K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$15.9K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.2K |
HSMV Hedge Fund Activity: Q4 2022 in Review
14 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q4 2022, worth a combined $18.8M — up 47% from $12.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HSMV positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.65M. The largest seller was Envestnet Asset Management, cutting an estimated $88.6K.
- 14 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q4 2022, up from 11 in Q3 2022.
- Funds reported $18.8M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q4 2022, up 47% quarter-over-quarter.
- 4 funds opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q4 2022 and 1 closed out, a net change of +3 holders.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q4 2022 was Cetera Investment Advisers, an estimated $2.65M added.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $88.6K sold.
Based on aggregated 13F filings for Q4 2022.