First Trust Horizon Managed Volatility Domestic ETF
HUSV
33 hedge funds and large institutions have $82.3M invested in First Trust Horizon Managed Volatility Domestic ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
10% more funds holding
Funds holding: 30 → 33 (+3)
2.23% more ownership
Funds ownership: 68.01% → 70.24% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $87.8M → $82.3M (-$5.51M)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$1.34M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$823K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$476K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$381K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$11.9M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$670K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$399K |
| 4 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$365K |
| 5 |
LPL Financial
San Diego,
California
|
-$237K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| $113K | +$504 | +16 | +0.5% |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $37K | -$63K | -2,000 | -63% |
|
28
Morgan Stanley
New York
| $17K | – | – | – |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $16K | -$28.4K | -900 | -64% |
|
|
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $15K | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| $15K | – | – | – |
|
|
SB
32
Strategic Blueprint
Atlanta,
Georgia
| $11K | +$11.2K | +355 | New |
|
|
SWM
33
Spire Wealth Management
Mclean,
Virginia
| $7K | +$7.09K | +225 | New |
|
|
JFA
34
JNBA Financial Advisors
Bloomington,
Minnesota
| $2K | – | – | – |
|
35
AssetMark Inc
Concord,
California
| – | -$5K | -160 | Closed |
|
36
BlackRock
New York
| – | -$1K | -25 | Closed |
|
HUSV Hedge Fund Activity: Q2 2021 in Review
33 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q2 2021, worth a combined $82.3M — down 6.3% from $87.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HUSV positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 15 trimmed.
The largest buyer was Golden State Equity Partners, adding an estimated $1.34M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $11.9M.
- 33 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q2 2021, up from 30 in Q1 2021.
- Funds reported $82.3M of First Trust Horizon Managed Volatility Domestic ETF stock for Q2 2021, down 6.3% quarter-over-quarter.
- 5 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q2 2021 and 2 closed out, a net change of +3 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q2 2021 was Golden State Equity Partners, an estimated $1.34M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q2 2021 was Cambridge Investment Research Advisors, an estimated $11.9M sold.
Based on aggregated 13F filings for Q2 2021.