We are live on ! Find out more
HUSV icon

First Trust Horizon Managed Volatility Domestic ETF

47 hedge funds and large institutions have $78.1M invested in First Trust Horizon Managed Volatility Domestic ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

33% more capital invested

Capital invested by funds: $58.7M → $78.1M (+$19.4M)

12.65% more ownership

Funds ownership: 69.04%81.69% (+13%)

9% more funds holding

Funds holding: 4347 (+4)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
16
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UAG
26
United Advisor Group
Ohio
$276K +$259 +7 +0.1%
HighTower Advisors
27
HighTower Advisors
Illinois
$271K +$50.5K +1,368 +24%
IWM
28
Iams Wealth Management
Nebraska
$264K +$12K +325 +5%
Morgan Stanley
29
Morgan Stanley
New York
$260K -$2.77K -75 -1%
OC
30
Oppenheimer & Co
New York
$258K
PAG
31
Private Advisor Group
New Jersey
$253K
IFPG
32
Intrepid Financial Planning Group
Indiana
$208K +$201K +5,450 New
AAS
33
Asset Allocation Strategies
Michigan
$202K +$195K +5,284 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$171K -$323K -8,753 -66%
IA
35
IFP Advisors
Florida
$128K -$554 -15 -0.4%
AIC
36
Archer Investment Corporation
Indiana
$24.3K +$74 +2 +0.3%
NS
37
NBC Securities
Alabama
$21K -$17.3K -468 -46%
LFG
38
Larson Financial Group
Missouri
$15.8K +$37 +1 +0.2%
FFA
39
Farther Finance Advisors
California
$12.2K +$11.8K +320 New
TC
40
Truvestments Capital
Florida
$10.1K +$9.71K +263 New
SWM
41
Spire Wealth Management
Virginia
$9.56K +$9.23K +250 New
PTC
42
Private Trust Company
Ohio
$8.76K +$8.46K +229 New
HI
43
Horizon Investments
North Carolina
$8.38K -$1.74K -47 -18%
UBS Group
44
UBS Group
Switzerland
$3.6K -$665 -18 -16%
CAS
45
Coppell Advisory Solutions
Texas
$3.05K
SPIA
46
Steward Partners Investment Advisory
New York
$1.91K
Wells Fargo
47
Wells Fargo
California
$24
Citadel Advisors
48
Citadel Advisors
Florida
-$361K -10,194 Closed
IAIM
49
International Assets Investment Management
Florida
-$23.7K -669 Closed
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
-$14K -395 Closed

HUSV Hedge Fund Activity: Q3 2024 in Review

47 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q3 2024, worth a combined $78.1M — up 33% from $58.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HUSV positions and 3 closed out — a net gain of 5 holders — while 16 added to existing stakes and 17 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $11.3M. The largest seller was Susquehanna International Group, cutting an estimated $698K.

  • 47 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q3 2024, up from 43 in Q2 2024.
  • Funds reported $78.1M of First Trust Horizon Managed Volatility Domestic ETF stock for Q3 2024, up 33% quarter-over-quarter.
  • 8 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q3 2024 and 3 closed out, a net change of +5 holders.
  • The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q3 2024 was Cambridge Investment Research Advisors, an estimated $11.3M added.
  • The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q3 2024 was Susquehanna International Group, an estimated $698K sold.

Based on aggregated 13F filings for Q3 2024.