First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
18 hedge funds and large institutions have $22.9M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more funds holding
Funds holding: 17 → 18 (+1)
8.04% less ownership
Funds ownership: 137.98% → 129.94% (-8%)
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
76% less capital inflows, than outflows
Capital inflows: $411K | Capital outflows: $1.71M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Atria Wealth Solutions
New York
|
+$46K |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$39.2K |
| 3 |
Cetera Advisors
Denver,
Colorado
|
+$28.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.31K |
| 5 |
Coppell Advisory Solutions
Coppell,
Texas
|
+$1.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.18M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$121K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$113K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$86.6K |
| 5 |
Tower Research Capital (TRC)
New York
|
-$79K |
HSMV Hedge Fund Activity: Q4 2023 in Review
18 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q4 2023, worth a combined $22.9M — up 2.5% from $22.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HSMV positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 11 trimmed.
The largest buyer was Atria Wealth Solutions, adding an estimated $46K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.18M sold.
- 18 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $22.9M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q4 2023, up 2.5% quarter-over-quarter.
- 3 funds opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q4 2023 was Atria Wealth Solutions, an estimated $46K added.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q4 2023 was Citadel Advisors, an estimated $1.18M sold.
Based on aggregated 13F filings for Q4 2023.