First Trust Horizon Managed Volatility Domestic ETF
HUSV
35 hedge funds and large institutions have $76.1M invested in First Trust Horizon Managed Volatility Domestic ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 4 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
55% more capital invested
Capital invested by funds: $49.1M → $76.1M (+$27M)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
12.4% more ownership
Funds ownership: 61.48% → 73.87% (+12%)
6% more funds holding
Funds holding: 33 → 35 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$7.34M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.52M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.47M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.11M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$274K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$206K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$163K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$138K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$132K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $95.9K | +$20.3K | +629 | +28% |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $30.6K | – | – | – |
|
|
AIC
28
Archer Investment Corporation
Carmel,
Indiana
| $20.4K | +$97 | +3 | +0.5% |
|
|
EE
29
EWG Elevate
Roseville,
California
| $19.1K | +$18.7K | +578 | New |
|
30
Wells Fargo
San Francisco,
California
| $15.2K | +$32 | +1 | +0.2% |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| $7.73K | +$7.56K | +234 | New |
|
|
S
32
SignatureFD
Atlanta,
Georgia
| $6.61K | – | – | – |
|
|
GRP
33
Global Retirement Partners
San Rafael,
California
| $4.79K | – | – | – |
|
|
SPIA
34
Steward Partners Investment Advisory
New York
| $1.65K | – | – | – |
|
|
PAG
35
Private Advisor Group
Morristown,
New Jersey
| $383 | – | – | – |
|
|
FTUS
36
Flow Traders U.S.
New York
| – | -$274K | -9,229 | Closed |
|
|
TRCT
37
Tower Research Capital (TRC)
New York
| – | -$163K | -5,480 | Closed |
|
|
HAS
38
HBW Advisory Services
Simi Valley,
California
| – | -$70K | -2,360 | Closed |
|
|
MCC
39
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$40K | -1,352 | Closed |
|
HUSV Hedge Fund Activity: Q4 2022 in Review
35 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q4 2022, worth a combined $76.1M — up 55% from $49.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HUSV positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was Truist Financial, adding an estimated $7.34M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $274K sold.
- 35 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q4 2022, up from 33 in Q3 2022.
- Funds reported $76.1M of First Trust Horizon Managed Volatility Domestic ETF stock for Q4 2022, up 55% quarter-over-quarter.
- 6 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q4 2022 and 4 closed out, a net change of +2 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q4 2022 was Truist Financial, an estimated $7.34M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q4 2022 was Flow Traders U.S., an estimated $274K sold.
Based on aggregated 13F filings for Q4 2022.