First Trust Horizon Managed Volatility Domestic ETF
HUSV
8 hedge funds and large institutions have $56.4M invested in First Trust Horizon Managed Volatility Domestic ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
495% more capital invested
Capital invested by funds: $9.47M → $56.4M (+$46.9M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
38.15% less ownership
Funds ownership: 136.7% → 98.55% (-38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$41.6M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
+$3.52M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$980K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$17.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$926 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$184K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $44.6M | +$41.6M | +2,109,953 | +1,887% |
|
|
FA
2
FDx Advisors
Chicago,
Illinois
| $10M | +$3.52M | +178,869 | +56% |
|
|
HI
3
Horizon Investments
Charlotte,
North Carolina
| $998K | +$980K | +49,724 | New |
|
|
VKH
4
Virtu KCG Holdings
New York
| $711K | -$184K | -9,315 | -21% |
|
|
5
US Bancorp
Minneapolis,
Minnesota
| $17K | +$17.1K | +869 | New |
|
|
WA
6
WFG Advisors
Dallas,
Texas
| $6K | +$20 | +1 | +0.3% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $5K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $1K | +$926 | +47 | New |
|
HUSV Hedge Fund Activity: Q4 2016 in Review
8 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q4 2016, worth a combined $56.4M — up 495% from $9.47M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HUSV positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $41.6M. The largest seller was Virtu KCG Holdings, cutting an estimated $184K.
- 8 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q4 2016, up from 5 in Q3 2016.
- Funds reported $56.4M of First Trust Horizon Managed Volatility Domestic ETF stock for Q4 2016, up 495% quarter-over-quarter.
- 3 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q4 2016 and 0 closed out, a net change of +3 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q4 2016 was Cambridge Investment Research Advisors, an estimated $41.6M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q4 2016 was Virtu KCG Holdings, an estimated $184K sold.
Based on aggregated 13F filings for Q4 2016.