First Trust Horizon Managed Volatility Domestic ETF
HUSV
36 hedge funds and large institutions have $187M invested in First Trust Horizon Managed Volatility Domestic ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
33% more funds holding
Funds holding: 27 → 36 (+9)
9% more capital invested
Capital invested by funds: $172M → $187M (+$14.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.58% less ownership
Funds ownership: 70.35% → 68.77% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.06M |
| 2 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$2.74M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$1.69M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.63M |
| 5 |
BCM
Breiter Capital Management
Bradenton,
Florida
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.22M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$142K |
| 3 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
-$136K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$67.7K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$59.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAA
26
Independent Advisor Alliance
Charlotte,
North Carolina
| $215K | +$212K | +7,722 | New |
|
27
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $207K | – | – | – |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $130K | +$108K | +3,957 | +550% |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $103K | +$101K | +3,690 | New |
|
|
CFA
30
Carroll Financial Associates
Charlotte,
North Carolina
| $23K | +$904 | +33 | +4% |
|
|
GI
31
Gradient Investments
Arden Hills,
Minnesota
| $20K | +$19.4K | +708 | New |
|
|
CFGS
32
Concourse Financial Group Securities
Birmingham,
Alabama
| $19K | +$12.9K | +470 | +224% |
|
|
HR
33
Howe & Rusling
Rochester,
New York
| $15K | +$7.15K | +261 | +89% |
|
34
Wells Fargo
San Francisco,
California
| $13K | +$27 | +1 | +0.2% |
|
35
Morgan Stanley
New York
| $10K | – | – | – |
|
|
JFA
36
JNBA Financial Advisors
Bloomington,
Minnesota
| $2K | – | – | – |
|
37
UBS Group
Zurich,
Switzerland
| $2K | +$2.27K | +83 | New |
|
|
AIC
38
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$8K | -279 | Closed |
|
HUSV Hedge Fund Activity: Q4 2019 in Review
36 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q4 2019, worth a combined $187M — up 8.7% from $172M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HUSV positions and 1 closed out — a net gain of 10 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.06M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $7.22M.
- 36 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q4 2019, up from 27 in Q3 2019.
- Funds reported $187M of First Trust Horizon Managed Volatility Domestic ETF stock for Q4 2019, up 8.7% quarter-over-quarter.
- 11 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q4 2019 and 1 closed out, a net change of +10 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q4 2019 was LPL Financial, an estimated $6.06M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q4 2019 was Cambridge Investment Research Advisors, an estimated $7.22M sold.
Based on aggregated 13F filings for Q4 2019.