First Trust Horizon Managed Volatility Domestic ETF
HUSV
31 hedge funds and large institutions have $152M invested in First Trust Horizon Managed Volatility Domestic ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 7 closing their positions.
13% more capital invested
Capital invested by funds: $134M → $152M (+$17.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
1.37% less ownership
Funds ownership: 73.41% → 72.04% (-1.4%)
11% less funds holding
Funds holding: 35 → 31 (-4)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.01M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.64M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.46M |
| 4 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$1.42M |
| 5 |
LWS
Lucia Wealth Services
San Diego,
California
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.45M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.03M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.98M |
| 4 |
BCM
Breiter Capital Management
Bradenton,
Florida
|
-$1.05M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$832K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HR
26
Howe & Rusling
Rochester,
New York
| $13K | +$4.73K | +195 | +60% |
|
27
Wells Fargo
San Francisco,
California
| $12K | – | – | – |
|
|
CFD
28
Creative Financial Designs
Kokomo,
Indiana
| $12K | +$11.5K | +476 | New |
|
|
PAG
29
Private Advisor Group
Morristown,
New Jersey
| $3K | +$3.2K | +132 | New |
|
|
JFA
30
JNBA Financial Advisors
Bloomington,
Minnesota
| $2K | – | – | – |
|
|
FWM
31
FSA Wealth Management
Needham,
Massachusetts
| $1K | +$1.28K | +53 | New |
|
|
BCM
32
Breiter Capital Management
Bradenton,
Florida
| – | -$1.05M | -48,437 | Closed |
|
|
DADC
33
D.A. Davidson & Co
Great Falls,
Montana
| – | -$832K | -38,365 | Closed |
|
|
AI
34
Atria Investments
Charlotte,
North Carolina
| – | -$424K | -19,568 | Closed |
|
|
SWP
35
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$392K | -18,069 | Closed |
|
|
GSWM
36
Golden State Wealth Management
Santa Ana,
California
| – | -$7K | -341 | Closed |
|
|
AIC
37
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$4K | -203 | Closed |
|
38
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.02K | -42 | -72% |
|
HUSV Hedge Fund Activity: Q2 2020 in Review
31 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q2 2020, worth a combined $152M — up 13% from $134M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of HUSV and 3 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 12 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.01M. The largest seller was LPL Financial, cutting an estimated $6.45M.
- 31 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q2 2020, down from 35 in Q1 2020.
- Funds reported $152M of First Trust Horizon Managed Volatility Domestic ETF stock for Q2 2020, up 13% quarter-over-quarter.
- 3 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q2 2020 and 7 closed out, a net change of -4 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q2 2020 was Cambridge Investment Research Advisors, an estimated $2.01M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q2 2020 was LPL Financial, an estimated $6.45M sold.
Based on aggregated 13F filings for Q2 2020.