First Trust Horizon Managed Volatility Domestic ETF
HUSV
34 hedge funds and large institutions have $63.3M invested in First Trust Horizon Managed Volatility Domestic ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 5 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
0% more funds holding
Funds holding: 34 → 34 (0)
2.88% less ownership
Funds ownership: 72.56% → 69.68% (-2.9%)
34% less capital invested
Capital invested by funds: $96.6M → $63.3M (-$33.3M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.58M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$942K |
| 3 |
Jane Street
New York
|
+$659K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$648K |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$480K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$15.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.1M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.62M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$859K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$726K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $103K | +$108K | +3,225 | New |
|
27
Morgan Stanley
New York
| $90K | +$14.2K | +425 | +18% |
|
28
UBS Group
Zurich,
Switzerland
| $38K | +$7.89K | +236 | +25% |
|
|
AIC
29
Archer Investment Corporation
Carmel,
Indiana
| $19.5K | +$67 | +2 | +0.3% |
|
30
Wells Fargo
San Francisco,
California
| $15K | – | – | – |
|
|
S
31
SignatureFD
Atlanta,
Georgia
| $6K | +$3.34K | +100 | +100% |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $5K | – | – | – |
|
|
CA
33
CoreCap Advisors
Southfield,
Michigan
| $4K | +$4.04K | +121 | New |
|
|
SPIA
34
Steward Partners Investment Advisory
New York
| $2K | – | – | – |
|
|
35
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$859K | -24,698 | Closed |
|
|
HI
36
Horizon Investments
Charlotte,
North Carolina
| – | -$258K | -7,420 | Closed |
|
37
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$207K | -5,946 | Closed |
|
|
TSWM
38
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$35K | -1,000 | Closed |
|
|
SWM
39
Spire Wealth Management
Mclean,
Virginia
| – | -$8K | -227 | Closed |
|
HUSV Hedge Fund Activity: Q2 2022 in Review
34 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q2 2022, worth a combined $63.3M — down 34% from $96.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HUSV positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.58M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $15.7M.
- 34 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $63.3M of First Trust Horizon Managed Volatility Domestic ETF stock for Q2 2022, down 34% quarter-over-quarter.
- 7 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q2 2022 and 5 closed out, a net change of +2 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q2 2022 was LPL Financial, an estimated $5.58M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $15.7M sold.
Based on aggregated 13F filings for Q2 2022.