First Trust Horizon Managed Volatility Domestic ETF
HUSV
30 hedge funds and large institutions have $87.8M invested in First Trust Horizon Managed Volatility Domestic ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
11% more funds holding
Funds holding: 27 → 30 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9.29% less ownership
Funds ownership: 77.3% → 68.01% (-9.3%)
39% less capital invested
Capital invested by funds: $144M → $87.8M (-$56.6M)
63% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$2.69M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$584K |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$343K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$263K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$175K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$23.5M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$20.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.94M |
| 4 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
-$3.1M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$3.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $16K | -$13K | -454 | -47% |
|
|
CFGS
27
Concourse Financial Group Securities
Birmingham,
Alabama
| $14K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $14K | +$29 | +1 | +0.2% |
|
29
AssetMark Inc
Concord,
California
| $5K | +$4.59K | +160 | New |
|
|
JFA
30
JNBA Financial Advisors
Bloomington,
Minnesota
| $2K | – | – | – |
|
31
BlackRock
New York
| $1K | +$718 | +25 | New |
|
|
MAG
32
MRA Advisory Group
Parsippany,
New Jersey
| – | -$3.1M | -107,251 | Closed |
|
33
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$1.67M | -57,833 | Closed |
|
|
HR
34
Howe & Rusling
Rochester,
New York
| – | -$15K | -520 | Closed |
|
HUSV Hedge Fund Activity: Q1 2021 in Review
30 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q1 2021, worth a combined $87.8M — down 39% from $144M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HUSV positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 16 trimmed.
The largest buyer was Golden State Equity Partners, adding an estimated $2.69M. The largest seller was LPL Financial, cutting an estimated $23.5M.
- 30 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q1 2021, up from 27 in Q4 2020.
- Funds reported $87.8M of First Trust Horizon Managed Volatility Domestic ETF stock for Q1 2021, down 39% quarter-over-quarter.
- 6 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q1 2021 and 3 closed out, a net change of +3 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q1 2021 was Golden State Equity Partners, an estimated $2.69M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q1 2021 was LPL Financial, an estimated $23.5M sold.
Based on aggregated 13F filings for Q1 2021.