First Trust Horizon Managed Volatility Domestic ETF
HUSV
33 hedge funds and large institutions have $49.1M invested in First Trust Horizon Managed Volatility Domestic ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 5 closing their positions.
3% less funds holding
Funds holding: 34 → 33 (-1)
8.2% less ownership
Funds ownership: 69.68% → 61.48% (-8.2%)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
22% less capital invested
Capital invested by funds: $63.3M → $49.1M (-$14.2M)
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$498K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$483K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$377K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$299K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$176K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.23M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.78M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1M |
| 4 |
Jane Street
New York
|
-$630K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$532K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $67K | +$35.5K | +1,092 | +92% |
|
|
MCC
27
Money Concepts Capital
Palm Beach Gardens,
Florida
| $40K | +$43.9K | +1,352 | New |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $27K | +$30.1K | +926 | New |
|
|
AIC
29
Archer Investment Corporation
Carmel,
Indiana
| $18.3K | +$130 | +4 | +0.7% |
|
30
Wells Fargo
San Francisco,
California
| $14K | -$32 | -1 | -0.2% |
|
|
S
31
SignatureFD
Atlanta,
Georgia
| $6K | – | – | – |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $5K | – | – | – |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $1K | – | – | – |
|
|
34
Jane Street
New York
| – | -$630K | -19,719 | Closed |
|
|
ARC
35
Advisor Resource Council
Dallas,
Texas
| – | -$459K | -14,356 | Closed |
|
|
AWAG
36
ARS Wealth Advisors Group
St. Petersburg,
Florida
| – | -$389K | -12,164 | Closed |
|
37
Citadel Advisors
Miami,
Florida
| – | -$250K | -7,826 | Closed |
|
|
CA
38
CoreCap Advisors
Southfield,
Michigan
| – | -$4K | -121 | Closed |
|
HUSV Hedge Fund Activity: Q3 2022 in Review
33 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q3 2022, worth a combined $49.1M — down 22% from $63.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of HUSV and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 8 added.
The largest buyer was Raymond James & Associates, adding an estimated $498K. The largest seller was LPL Financial, cutting an estimated $6.23M.
- 33 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q3 2022, down from 34 in Q2 2022.
- Funds reported $49.1M of First Trust Horizon Managed Volatility Domestic ETF stock for Q3 2022, down 22% quarter-over-quarter.
- 4 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q3 2022 and 5 closed out, a net change of -1 holder.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q3 2022 was Raymond James & Associates, an estimated $498K added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q3 2022 was LPL Financial, an estimated $6.23M sold.
Based on aggregated 13F filings for Q3 2022.