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First Trust Horizon Managed Volatility Domestic ETF

14 hedge funds and large institutions have $51.7M invested in First Trust Horizon Managed Volatility Domestic ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

75% more funds holding

Funds holding: 814 (+6)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

8% less capital invested

Capital invested by funds: $56.4M → $51.7M (-$4.63M)

11.15% less ownership

Funds ownership: 98.55%87.4% (-11%)

Holders
14
Holders Change
+6
Holders Change %
+75%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$43.7M -$3.2M -154,184 -7%
FA
2
FDx Advisors
Illinois
$5.57M -$4.92M -236,875 -47%
HI
3
Horizon Investments
North Carolina
$1.09M +$42.5K +2,047 +4%
Jane Street
4
Jane Street
New York
$599K +$589K +28,350 New
VKH
5
Virtu KCG Holdings
New York
$407K -$336K -16,167 -46%
AI
6
Atria Investments
North Carolina
$226K +$222K +10,703 New
UBS Group
7
UBS Group
Switzerland
$48K +$46.3K +2,227 +4,738%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$30K +$29.7K +1,430 New
SEI Investments
9
SEI Investments
Pennsylvania
$25K +$24.5K +1,179 New
WA
10
WFG Advisors
Texas
$6K +$21 +1 +0.3%
Creative Planning
11
Creative Planning
Kansas
$6K +$6.13K +295 New
IA
12
IFP Advisors
Florida
$5K
Morgan Stanley
13
Morgan Stanley
New York
$5K +$4.43K +213 New
GI
14
Gradient Investments
Minnesota
$3K +$3.26K +157 New
US Bancorp
15
US Bancorp
Minnesota
-$17K -869 Closed

HUSV Hedge Fund Activity: Q1 2017 in Review

14 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q1 2017, worth a combined $51.7M — down 8.2% from $56.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HUSV positions and 1 closed out — a net gain of 6 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $589K. The largest seller was FDx Advisors, cutting an estimated $4.92M.

  • 14 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q1 2017, up from 8 in Q4 2016.
  • Funds reported $51.7M of First Trust Horizon Managed Volatility Domestic ETF stock for Q1 2017, down 8.2% quarter-over-quarter.
  • 7 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q1 2017 and 1 closed out, a net change of +6 holders.
  • The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q1 2017 was Jane Street, an estimated $589K added.
  • The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q1 2017 was FDx Advisors, an estimated $4.92M sold.

Based on aggregated 13F filings for Q1 2017.