First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
16 hedge funds and large institutions have $24.1M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
9% less capital invested
Capital invested by funds: $26.6M → $24.1M (-$2.44M)
10.78% less ownership
Funds ownership: 142.34% → 131.56% (-11%)
20% less funds holding
Funds holding: 20 → 16 (-4)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$158K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$115K |
| 3 |
LPL Financial
San Diego,
California
|
+$70.6K |
| 4 |
Bank of New York Mellon
New York
|
+$34K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$33.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$237K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$29.6K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$12.3K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$12.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.45K |
HSMV Hedge Fund Activity: Q2 2024 in Review
16 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q2 2024, worth a combined $24.1M — down 9.2% from $26.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HSMV and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 8 added.
The largest buyer was Envestnet Asset Management, adding an estimated $158K. The largest seller was Tower Research Capital (TRC), cutting an estimated $237K.
- 16 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q2 2024, down from 20 in Q1 2024.
- Funds reported $24.1M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q2 2024, down 9.2% quarter-over-quarter.
- 1 fund opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q2 2024 and 3 closed out, a net change of -2 holders.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $158K added.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q2 2024 was Tower Research Capital (TRC), an estimated $237K sold.
Based on aggregated 13F filings for Q2 2024.