First Trust Horizon Managed Volatility Domestic ETF
HUSV
38 hedge funds and large institutions have $59.7M invested in First Trust Horizon Managed Volatility Domestic ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% less funds holding
Funds holding: 39 → 38 (-1)
11.9% less ownership
Funds ownership: 80.01% → 68.11% (-12%)
13% less capital invested
Capital invested by funds: $68.5M → $59.7M (-$8.76M)
44% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.8M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.66M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$831K |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$336K |
| 5 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$296K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$5.86M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.83M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.45M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.01M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$789K |
HUSV Hedge Fund Activity: Q1 2024 in Review
38 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q1 2024, worth a combined $59.7M — down 13% from $68.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HUSV positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 18 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.8M. The largest seller was Truist Financial, cutting an estimated $5.86M.
- 38 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q1 2024, down from 39 in Q4 2023.
- Funds reported $59.7M of First Trust Horizon Managed Volatility Domestic ETF stock for Q1 2024, down 13% quarter-over-quarter.
- 7 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q1 2024 and 6 closed out, a net change of +1 holder.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $3.8M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q1 2024 was Truist Financial, an estimated $5.86M sold.
Based on aggregated 13F filings for Q1 2024.