First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
19 hedge funds and large institutions have $27.3M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
1.09% more ownership
Funds ownership: 126.61% → 127.7% (+1.1%)
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
2% less capital invested
Capital invested by funds: $27.8M → $27.3M (-$475K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$188K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$130K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$124K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$100K |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$77.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$472K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$241K |
| 3 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$21.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14.9K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$14.5K |
HSMV Hedge Fund Activity: Q4 2024 in Review
19 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) for Q4 2024, worth a combined $27.3M — down 1.7% from $27.8M a quarter earlier.
Fund positioning in HSMV was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $188K. The largest seller was Tower Research Capital (TRC), cutting an estimated $472K.
- 19 institutional investors held First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $27.3M of First Trust Horizon Managed Volatility Small/Mid ETF stock for Q4 2024, down 1.7% quarter-over-quarter.
- 2 funds opened new First Trust Horizon Managed Volatility Small/Mid ETF positions in Q4 2024 and 2 closed out, a net change of 0 holders.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF buyer in Q4 2024 was LPL Financial, an estimated $188K added.
- The largest First Trust Horizon Managed Volatility Small/Mid ETF seller in Q4 2024 was Tower Research Capital (TRC), an estimated $472K sold.
Based on aggregated 13F filings for Q4 2024.