First Trust Horizon Managed Volatility Domestic ETF
HUSV
40 hedge funds and large institutions have $69M invested in First Trust Horizon Managed Volatility Domestic ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 5 closing their positions.
3.85% more ownership
Funds ownership: 78.18% → 82.03% (+3.9%)
2% less funds holding
Funds holding: 41 → 40 (-1)
9% less capital invested
Capital invested by funds: $75.9M → $69M (-$6.88M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
37% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$4.48M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$494K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$331K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$312K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.95M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.25M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$1.74M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$438K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$183K |
HUSV Hedge Fund Activity: Q3 2023 in Review
40 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q3 2023, worth a combined $69M — down 9.1% from $75.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of HUSV and 4 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 12 added.
The largest buyer was Golden State Equity Partners, adding an estimated $4.48M. The largest seller was LPL Financial, cutting an estimated $3.95M.
- 40 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q3 2023, down from 41 in Q2 2023.
- Funds reported $69M of First Trust Horizon Managed Volatility Domestic ETF stock for Q3 2023, down 9.1% quarter-over-quarter.
- 4 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q3 2023 and 5 closed out, a net change of -1 holder.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q3 2023 was Golden State Equity Partners, an estimated $4.48M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q3 2023 was LPL Financial, an estimated $3.95M sold.
Based on aggregated 13F filings for Q3 2023.