First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
16 hedge funds and large institutions have $23.3M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 0 closing their positions.
7% more funds holding
Funds holding: 15 → 16 (+1)
0% more capital invested
Capital invested by funds: $23.2M → $23.3M (+$81.6K)
0% more ownership
Funds ownership: 125.27% → 125.27% (+0%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$230K |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$48.2K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$38.1K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$13.2K |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$1.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$79.3K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$71.1K |
| 3 |
LPL Financial
San Diego,
California
|
-$64.2K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$34.1K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$34.1K |
HSMV Hedge Fund Activity: Q2 2023 in Review
16 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q2 2023, worth a combined $23.3M — up 0.35% from $23.2M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new HSMV positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $230K. The largest seller was UBS Group, cutting an estimated $79.3K.
- 16 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q2 2023, up from 15 in Q1 2023.
- Funds reported $23.3M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q2 2023, up 0.35% quarter-over-quarter.
- 1 fund opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q2 2023 and 0 closed out, a net change of +1 holder.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q2 2023 was Tower Research Capital (TRC), an estimated $230K added.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q2 2023 was UBS Group, an estimated $79.3K sold.
Based on aggregated 13F filings for Q2 2023.