First Trust Horizon Managed Volatility Domestic ETF
HUSV
22 hedge funds and large institutions have $165M invested in First Trust Horizon Managed Volatility Domestic ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 5 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
23% more capital invested
Capital invested by funds: $134M → $165M (+$31.1M)
16% more funds holding
Funds holding: 19 → 22 (+3)
2.21% more ownership
Funds ownership: 72.27% → 74.48% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWS
Lucia Wealth Services
San Diego,
California
|
+$9.35M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.05M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$3.76M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.48M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$1.63M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$930K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$885K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$512K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$327K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citadel Advisors
Miami,
Florida
| – | -$327K | -13,048 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$5K | -190 | Closed |
|
|
CFGS
28
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$1.49K | -58 | Closed |
|
HUSV Hedge Fund Activity: Q2 2019 in Review
22 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q2 2019, worth a combined $165M — up 23% from $134M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HUSV positions and 5 closed out — a net gain of 3 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Lucia Wealth Services, opening a new position worth an estimated $9.35M. The largest seller was FDx Advisors, cutting an estimated $1.63M.
- 22 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q2 2019, up from 19 in Q1 2019.
- Funds reported $165M of First Trust Horizon Managed Volatility Domestic ETF stock for Q2 2019, up 23% quarter-over-quarter.
- 8 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q2 2019 and 5 closed out, a net change of +3 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q2 2019 was Lucia Wealth Services, an estimated $9.35M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q2 2019 was FDx Advisors, an estimated $1.63M sold.
Based on aggregated 13F filings for Q2 2019.