First Trust Horizon Managed Volatility Domestic ETF
HUSV
51 hedge funds and large institutions have $81.7M invested in First Trust Horizon Managed Volatility Domestic ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
9% more funds holding
Funds holding: 47 → 51 (+4)
5.87% more ownership
Funds ownership: 81.69% → 87.56% (+5.9%)
5% more capital invested
Capital invested by funds: $78.1M → $81.7M (+$3.65M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSIA
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
+$949K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$490K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$392K |
| 4 |
AAS
Asset Allocation Strategies
Farmington,
Michigan
|
+$320K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$255K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$1.81M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.28M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$973K |
| 4 |
IWM
Iams Wealth Management
Omaha,
Nebraska
|
-$264K |
| 5 |
LPL Financial
San Diego,
California
|
-$251K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $37 | – | – | – |
|
|
IWM
52
Iams Wealth Management
Omaha,
Nebraska
| – | -$264K | -6,894 | Closed |
|
|
NS
53
NBC Securities
Birmingham,
Alabama
| – | -$21K | -551 | Closed |
|
|
FFA
54
Farther Finance Advisors
San Francisco,
California
| – | -$12.2K | -320 | Closed |
|
HUSV Hedge Fund Activity: Q4 2024 in Review
51 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q4 2024, worth a combined $81.7M — up 4.7% from $78.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HUSV positions and 3 closed out — a net gain of 5 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was LaSalle St. Investment Advisors, opening a new position worth an estimated $949K. The largest seller was Golden State Equity Partners, cutting an estimated $1.81M.
- 51 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q4 2024, up from 47 in Q3 2024.
- Funds reported $81.7M of First Trust Horizon Managed Volatility Domestic ETF stock for Q4 2024, up 4.7% quarter-over-quarter.
- 8 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q4 2024 and 3 closed out, a net change of +5 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q4 2024 was LaSalle St. Investment Advisors, an estimated $949K added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q4 2024 was Golden State Equity Partners, an estimated $1.81M sold.
Based on aggregated 13F filings for Q4 2024.