First Trust Horizon Managed Volatility Domestic ETF
HUSV
35 hedge funds and large institutions have $134M invested in First Trust Horizon Managed Volatility Domestic ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
4.64% more ownership
Funds ownership: 68.77% → 73.41% (+4.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 36 → 35 (-1)
28% less capital invested
Capital invested by funds: $187M → $134M (-$52.8M)
50% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$12.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.93M |
| 3 |
LWS
Lucia Wealth Services
San Diego,
California
|
+$2.84M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.02M |
| 5 |
LPL Financial
San Diego,
California
|
+$403K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$18.3M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.14M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.19M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$1.94M |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$1.67M |
HUSV Hedge Fund Activity: Q1 2020 in Review
35 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q1 2020, worth a combined $134M — down 28% from $187M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HUSV positions and 7 closed out — a net gain of 1 holder — while 8 added to existing stakes and 16 trimmed.
The largest buyer was Orion Portfolio Solutions, opening a new position worth an estimated $12.7M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $18.3M.
- 35 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q1 2020, down from 36 in Q4 2019.
- Funds reported $134M of First Trust Horizon Managed Volatility Domestic ETF stock for Q1 2020, down 28% quarter-over-quarter.
- 8 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q1 2020 and 7 closed out, a net change of +1 holder.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q1 2020 was Orion Portfolio Solutions, an estimated $12.7M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q1 2020 was Cambridge Investment Research Advisors, an estimated $18.3M sold.
Based on aggregated 13F filings for Q1 2020.