First Trust Horizon Managed Volatility Domestic ETF
HUSV
39 hedge funds and large institutions have $73M invested in First Trust Horizon Managed Volatility Domestic ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
11% more funds holding
Funds holding: 35 → 39 (+4)
3.08% more ownership
Funds ownership: 73.87% → 76.95% (+3.1%)
4% less capital invested
Capital invested by funds: $76.1M → $73M (-$3.12M)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.63M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$966K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$892K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$444K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.05M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.48M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.3M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.17M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$930K |
HUSV Hedge Fund Activity: Q1 2023 in Review
39 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q1 2023, worth a combined $73M — down 4.1% from $76.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HUSV positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $1.63M. The largest seller was LPL Financial, cutting an estimated $3.05M.
- 39 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q1 2023, up from 35 in Q4 2022.
- Funds reported $73M of First Trust Horizon Managed Volatility Domestic ETF stock for Q1 2023, down 4.1% quarter-over-quarter.
- 7 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q1 2023 and 3 closed out, a net change of +4 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q1 2023 was Brinker Capital Investments, an estimated $1.63M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q1 2023 was LPL Financial, an estimated $3.05M sold.
Based on aggregated 13F filings for Q1 2023.