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First Trust Horizon Managed Volatility Domestic ETF
HUSV

52 hedge funds and large institutions have $88.9M invested in First Trust Horizon Managed Volatility Domestic ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $81.7M → $88.9M (+$7.15M)

2% more funds holding

Funds holding: 51 → 52 (+1)

0.75% less ownership

Funds ownership: 87.56% → 86.81% (-0.75%)

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.27M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.51M
3
AAS
Asset Allocation Strategies
Michigan
+$1.51M
4
Citadel Advisors
Citadel Advisors
Florida
+$817K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$585K

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$1.41M
2
OPS
Orion Portfolio Solutions
Nebraska
-$1.41M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$755K
4
Truist Financial
Truist Financial
North Carolina
-$442K
5
GSEP
Golden State Equity Partners
California
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$409K -$372K -9,526 -48%
PFS
27
Prospera Financial Services
Texas
$350K -$21.3K -545 -6%
HighTower Advisors
28
HighTower Advisors
Illinois
$292K +$8.97K +230 +3%
UAG
29
United Advisor Group
Ohio
$291K +$390 +10 +0.1%
Morgan Stanley
30
Morgan Stanley
New York
$282K +$8.54K +219 +3%
KA
31
Kovack Advisors
Florida
$281K -$30.2K -775 -10%
PAG
32
Private Advisor Group
New Jersey
$266K – – –
OC
33
Oppenheimer & Co
New York
$249K -$7.88K -202 -3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$179K -$399K -10,221 -70%
Osaic Holdings
35
Osaic Holdings
Arizona
$158K -$233K -5,984 -60%
IA
36
IFP Advisors
Florida
$134K – – –
UBS Group
37
UBS Group
Switzerland
$76.8K +$45.2K +1,158 +154%
PTC
38
Private Trust Company
Ohio
$53.3K +$20.1K +514 +63%
AAP
39
Arax Advisory Partners
Colorado
$34.9K +$33.9K +869 New
NS
40
NBC Securities
Alabama
$22K +$21.6K +554 New
WA
41
WPG Advisers
Maryland
$12.9K – – –
LFG
42
Larson Financial Group
Missouri
$11.2K -$2.89K -74 -21%
TC
43
Truvestments Capital
Florida
$10.6K – – –
SWM
44
Spire Wealth Management
Virginia
$10K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.66K +222 New
RF
46
Rossby Financial
Florida
$8.99K +$9.05K +232 New
HI
47
Horizon Investments
North Carolina
$7.32K -$1.44K -37 -17%
AF
48
Advisornet Financial
Minnesota
$5.38K +$5.23K +134 New
SPIA
49
Steward Partners Investment Advisory
New York
$2.01K – – –
MCM
50
MAI Capital Management
Ohio
$1.61K – – –
1
2
3

HUSV Hedge Fund Activity: Q1 2025 in Review

52 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q1 2025, worth a combined $88.9M — up 8.7% from $81.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HUSV positions and 7 closed out — a net gain of 1 holder — while 14 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.27M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $1.41M sold.

  • 52 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q1 2025, up from 51 in Q4 2024.
  • Funds reported $88.9M of First Trust Horizon Managed Volatility Domestic ETF stock for Q1 2025, up 8.7% quarter-over-quarter.
  • 8 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q1 2025 and 7 closed out, a net change of +1 holder.
  • The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q1 2025 was LPL Financial, an estimated $2.27M added.
  • The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q1 2025 was Brinker Capital Investments, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2025.