First Trust Horizon Managed Volatility Domestic ETF
HUSV
26 hedge funds and large institutions have $140M invested in First Trust Horizon Managed Volatility Domestic ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.52% less ownership
Funds ownership: 72.04% → 69.52% (-2.5%)
7% less capital invested
Capital invested by funds: $152M → $140M (-$11.3M)
16% less funds holding
Funds holding: 31 → 26 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
73% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$872K |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$438K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$310K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$136K |
| 5 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$80.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.39M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.04M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.06M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.6M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $13K | -$27 | -1 | -0.2% |
|
|
JFA
27
JNBA Financial Advisors
Bloomington,
Minnesota
| $2K | – | – | – |
|
|
PFS
28
Prospera Financial Services
Dallas,
Texas
| – | -$1.65M | -64,966 | Closed |
|
|
RJFSA
29
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$838K | -32,960 | Closed |
|
|
FHC
30
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$739K | -29,052 | Closed |
|
31
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$237K | -9,347 | Closed |
|
|
CFD
32
Creative Financial Designs
Kokomo,
Indiana
| – | -$12K | -476 | Closed |
|
|
PAG
33
Private Advisor Group
Morristown,
New Jersey
| – | -$3K | -132 | Closed |
|
|
FWM
34
FSA Wealth Management
Needham,
Massachusetts
| – | -$1K | -53 | Closed |
|
HUSV Hedge Fund Activity: Q3 2020 in Review
26 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q3 2020, worth a combined $140M — down 7.5% from $152M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of HUSV and 3 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 4 added.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $872K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $7.39M.
- 26 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q3 2020, down from 31 in Q2 2020.
- Funds reported $140M of First Trust Horizon Managed Volatility Domestic ETF stock for Q3 2020, down 7.5% quarter-over-quarter.
- 3 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q3 2020 and 8 closed out, a net change of -5 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q3 2020 was Avantax Advisory Services, an estimated $872K added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q3 2020 was Cambridge Investment Research Advisors, an estimated $7.39M sold.
Based on aggregated 13F filings for Q3 2020.