First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
20 hedge funds and large institutions have $26.6M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 0 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
16% more capital invested
Capital invested by funds: $22.9M → $26.6M (+$3.67M)
12.4% more ownership
Funds ownership: 129.94% → 142.34% (+12%)
11% more funds holding
Funds holding: 18 → 20 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.94M |
| 2 |
Bank of New York Mellon
New York
|
+$200K |
| 3 |
LPL Financial
San Diego,
California
|
+$191K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$173K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$161K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$317K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$98K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$98K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$44.1K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$41.9K |
HSMV Hedge Fund Activity: Q1 2024 in Review
20 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q1 2024, worth a combined $26.6M — up 16% from $22.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HSMV positions and 0 closed out — a net gain of 3 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $1.94M. The largest seller was Tower Research Capital (TRC), cutting an estimated $317K.
- 20 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q1 2024, up from 18 in Q4 2023.
- Funds reported $26.6M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q1 2024, up 16% quarter-over-quarter.
- 3 funds opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q1 2024 and 0 closed out, a net change of +3 holders.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.94M added.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q1 2024 was Tower Research Capital (TRC), an estimated $317K sold.
Based on aggregated 13F filings for Q1 2024.