First Trust Horizon Managed Volatility Domestic ETF
HUSV
34 hedge funds and large institutions have $83.3M invested in First Trust Horizon Managed Volatility Domestic ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 33 → 34 (+1)
1% more capital invested
Capital invested by funds: $82.3M → $83.3M (+$1.02M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.13% less ownership
Funds ownership: 70.24% → 69.11% (-1.1%)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.05M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$951K |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$435K |
| 4 |
LPL Financial
San Diego,
California
|
+$278K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$932K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$827K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$451K |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$277K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$241K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| $114K | – | – | – |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $37K | – | – | – |
|
|
AIC
28
Archer Investment Corporation
Carmel,
Indiana
| $19.3K | +$20K | +605 | New |
|
29
UBS Group
Zurich,
Switzerland
| $18K | -$115K | -3,472 | -86% |
|
30
Morgan Stanley
New York
| $17K | – | – | – |
|
|
CFGS
31
Concourse Financial Group Securities
Birmingham,
Alabama
| $15K | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $15K | +$33 | +1 | +0.2% |
|
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10K | -$6.6K | -200 | -40% |
|
|
SWM
34
Spire Wealth Management
Mclean,
Virginia
| $7K | – | – | – |
|
|
JFA
35
JNBA Financial Advisors
Bloomington,
Minnesota
| $2K | – | – | – |
|
|
36
Citadel Advisors
Miami,
Florida
| – | -$932K | -29,337 | Closed |
|
|
SB
37
Strategic Blueprint
Atlanta,
Georgia
| – | -$11K | -355 | Closed |
|
HUSV Hedge Fund Activity: Q3 2021 in Review
34 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q3 2021, worth a combined $83.3M — up 1.2% from $82.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HUSV positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 13 trimmed.
The largest buyer was International Assets Investment Management, opening a new position worth an estimated $1.05M. The largest seller was Citadel Advisors, exiting entirely with an estimated $932K sold.
- 34 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q3 2021, up from 33 in Q2 2021.
- Funds reported $83.3M of First Trust Horizon Managed Volatility Domestic ETF stock for Q3 2021, up 1.2% quarter-over-quarter.
- 3 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q3 2021 and 2 closed out, a net change of +1 holder.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q3 2021 was International Assets Investment Management, an estimated $1.05M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q3 2021 was Citadel Advisors, an estimated $932K sold.
Based on aggregated 13F filings for Q3 2021.