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First Trust Horizon Managed Volatility Domestic ETF

47 hedge funds and large institutions have $79.4M invested in First Trust Horizon Managed Volatility Domestic ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

15% more funds holding

Funds holding: 4147 (+6)

3.52% more ownership

Funds ownership: 81.95%85.47% (+3.5%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

1% less capital invested

Capital invested by funds: $80M → $79.4M (-$606K)

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$221K +$223K +5,724 New
KFG
27
Kingdom Financial Group
Arizona
$220K +$221K +5,687 New
PFS
28
Prospera Financial Services
Texas
$205K -$40K -1,029 -16%
BCI
29
Brinker Capital Investments
Pennsylvania
$201K +$6.5K +167 +3%
SAM
30
Smartleaf Asset Management
Massachusetts
$112K +$111K +2,862 New
AAP
31
Arax Advisory Partners
Colorado
$33.6K +$33.8K +869 New
IA
32
IFP Advisors
Florida
$24.5K
NS
33
NBC Securities
Alabama
$21.7K +$78 +2 +0.4%
NEWAS
34
N.E.W. Advisory Services
Wisconsin
$19.6K +$19.7K +506 New
WA
35
WPG Advisers
Maryland
$12.4K
UBS Group
36
UBS Group
Switzerland
$10.3K +$6.77K +174 +187%
TC
37
Truvestments Capital
Florida
$10.2K
AWM
38
AE Wealth Management
Kansas
$7.27K +$7.32K +188 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$7K -$7.63K -196 -53%
AF
40
Advisornet Financial
Minnesota
$5.18K
SWM
41
Spire Wealth Management
Virginia
$4.84K -$4.86K -125 -50%
LFG
42
Larson Financial Group
Missouri
$3.12K -$2.41K -62 -43%
SPIA
43
Steward Partners Investment Advisory
New York
$1.94K
MCM
44
MAI Capital Management
Ohio
$1.55K
HI
45
Horizon Investments
North Carolina
$696 -$7.08K -182 -91%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$500
Wells Fargo
47
Wells Fargo
California
$40
IFPG
48
Intrepid Financial Planning Group
Indiana
-$1.57M -39,340 Closed
RF
49
Rossby Financial
Florida
-$9.18K -232 Closed

HUSV Hedge Fund Activity: Q4 2025 in Review

47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q4 2025, worth a combined $79.4M — down 0.76% from $80M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HUSV positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.76M. The largest seller was Golden State Equity Partners, cutting an estimated $1.91M.

  • 47 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q4 2025, up from 41 in Q3 2025.
  • Funds reported $79.4M of First Trust Horizon Managed Volatility Domestic ETF stock for Q4 2025, down 0.76% quarter-over-quarter.
  • 8 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q4 2025 and 2 closed out, a net change of +6 holders.
  • The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q4 2025 was LPL Financial, an estimated $1.76M added.
  • The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q4 2025 was Golden State Equity Partners, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2025.