First Trust Horizon Managed Volatility Domestic ETF
HUSV
27 hedge funds and large institutions have $144M invested in First Trust Horizon Managed Volatility Domestic ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
7.79% more ownership
Funds ownership: 69.52% → 77.3% (+7.8%)
4% more funds holding
Funds holding: 26 → 27 (+1)
3% more capital invested
Capital invested by funds: $140M → $144M (+$4.17M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11.8M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$1.73M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.63M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$936K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$565K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.95M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.17M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$1.01M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$477K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$252K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $14K | -$5.93K | -210 | -31% |
|
27
Wells Fargo
San Francisco,
California
| $13K | – | – | – |
|
|
JFA
28
JNBA Financial Advisors
Bloomington,
Minnesota
| $2K | – | – | – |
|
|
HI
29
Horizon Investments
Charlotte,
North Carolina
| – | -$1.01M | -37,010 | Closed |
|
|
GSWM
30
Golden State Wealth Management
Santa Ana,
California
| – | -$82K | -2,983 | Closed |
|
HUSV Hedge Fund Activity: Q4 2020 in Review
27 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q4 2020, worth a combined $144M — up 3% from $140M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HUSV positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $11.8M. The largest seller was Envestnet Asset Management, cutting an estimated $3.95M.
- 27 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q4 2020, up from 26 in Q3 2020.
- Funds reported $144M of First Trust Horizon Managed Volatility Domestic ETF stock for Q4 2020, up 3% quarter-over-quarter.
- 5 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q4 2020 and 2 closed out, a net change of +3 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q4 2020 was LPL Financial, an estimated $11.8M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $3.95M sold.
Based on aggregated 13F filings for Q4 2020.