First Trust Horizon Managed Volatility Domestic ETF
HUSV
27 hedge funds and large institutions have $172M invested in First Trust Horizon Managed Volatility Domestic ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
23% more funds holding
Funds holding: 22 → 27 (+5)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
4% more capital invested
Capital invested by funds: $165M → $172M (+$6.88M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.13% less ownership
Funds ownership: 74.48% → 70.35% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$10.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.15M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$762K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$537K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$354K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$9.72M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$8.14M |
| 3 |
Jane Street
New York
|
-$533K |
| 4 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
-$219K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$158K |
HUSV Hedge Fund Activity: Q3 2019 in Review
27 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q3 2019, worth a combined $172M — up 4.2% from $165M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HUSV positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, adding an estimated $10.3M. The largest seller was FDx Advisors, exiting entirely with an estimated $9.72M sold.
- 27 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q3 2019, up from 22 in Q2 2019.
- Funds reported $172M of First Trust Horizon Managed Volatility Domestic ETF stock for Q3 2019, up 4.2% quarter-over-quarter.
- 7 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q3 2019 and 2 closed out, a net change of +5 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q3 2019 was LPL Financial, an estimated $10.3M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q3 2019 was FDx Advisors, an estimated $9.72M sold.
Based on aggregated 13F filings for Q3 2019.