First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
19 hedge funds and large institutions have $27.8M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
19% more funds holding
Funds holding: 16 → 19 (+3)
15% more capital invested
Capital invested by funds: $24.1M → $27.8M (+$3.68M)
6.55% more ownership
Funds ownership: 131.56% → 138.12% (+6.6%)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.46M |
| 2 |
LPL Financial
San Diego,
California
|
+$335K |
| 3 |
Bank of New York Mellon
New York
|
+$25.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$24.6K |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$159K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$130K |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$111K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$106K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$47.2K |
HSMV Hedge Fund Activity: Q3 2024 in Review
19 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q3 2024, worth a combined $27.8M — up 15% from $24.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HSMV positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $1.46M. The largest seller was Cetera Investment Advisers, cutting an estimated $159K.
- 19 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q3 2024, up from 16 in Q2 2024.
- Funds reported $27.8M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 4 funds opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q3 2024 and 1 closed out, a net change of +3 holders.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q3 2024 was Tower Research Capital (TRC), an estimated $1.46M added.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $159K sold.
Based on aggregated 13F filings for Q3 2024.