First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
17 hedge funds and large institutions have $22.4M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
37% more capital inflows, than outflows
Capital inflows: $821K | Capital outflows: $597K
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
6% more funds holding
Funds holding: 16 → 17 (+1)
12.35% less ownership
Funds ownership: 150.33% → 137.98% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tower Research Capital (TRC)
New York
|
+$91K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$82.8K |
| 3 |
HBW Advisory Services
Simi Valley,
California
|
+$47.6K |
| 4 |
Cetera Advisor Networks
El Segundo,
California
|
+$36.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$17.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$369K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$57.8K |
| 3 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$53.1K |
| 4 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$53.1K |
| 5 |
LPL Financial
San Diego,
California
|
-$41.8K |
HSMV Hedge Fund Activity: Q3 2023 in Review
17 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q3 2023, worth a combined $22.4M — down 3.9% from $23.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HSMV positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $91K. The largest seller was Envestnet Asset Management, cutting an estimated $369K.
- 17 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q3 2023, up from 16 in Q2 2023.
- Funds reported $22.4M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q3 2023, down 3.9% quarter-over-quarter.
- 2 funds opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q3 2023 was Tower Research Capital (TRC), an estimated $91K added.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $369K sold.
Based on aggregated 13F filings for Q3 2023.