First Trust Horizon Managed Volatility Domestic ETF
HUSV
11 hedge funds and large institutions have $53M invested in First Trust Horizon Managed Volatility Domestic ETF in 2017 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
2% more capital invested
Capital invested by funds: $51.7M → $53M (+$1.29M)
0.67% less ownership
Funds ownership: 87.4% → 86.72% (-0.67%)
21% less funds holding
Funds holding: 14 → 11 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
+$288K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$154K |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$142K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$22K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$8.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$599K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$365K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$34.9K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$6K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $44.8M | -$365K | -16,892 | -0.8% |
|
|
FA
2
FDx Advisors
Chicago,
Illinois
| $6.04M | +$288K | +13,326 | +5% |
|
|
HI
3
Horizon Investments
Charlotte,
North Carolina
| $1.25M | +$142K | +6,565 | +13% |
|
|
VKH
4
Virtu KCG Holdings
New York
| $577K | +$154K | +7,121 | +37% |
|
|
AI
5
Atria Investments
Charlotte,
North Carolina
| $256K | +$22K | +1,019 | +10% |
|
|
6
SEI Investments
Oaks,
Pennsylvania
| $34K | +$8.1K | +375 | +32% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $31K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $14K | -$34.9K | -1,613 | -71% |
|
|
WA
9
WFG Advisors
Dallas,
Texas
| $6K | +$22 | +1 | +0.3% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $5K | – | – | – |
|
11
Morgan Stanley
New York
| $5K | – | – | – |
|
|
12
Jane Street
New York
| – | -$599K | -28,350 | Closed |
|
|
13
Creative Planning
Overland Park,
Kansas
| – | -$6K | -295 | Closed |
|
|
GI
14
Gradient Investments
Arden Hills,
Minnesota
| – | -$3K | -157 | Closed |
|
HUSV Hedge Fund Activity: Q2 2017 in Review
11 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q2 2017, worth a combined $53M — up 2.5% from $51.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HUSV and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 6 added.
The largest buyer was FDx Advisors, adding an estimated $288K. The largest seller was Jane Street, exiting entirely with an estimated $599K sold.
- 11 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q2 2017, down from 14 in Q1 2017.
- Funds reported $53M of First Trust Horizon Managed Volatility Domestic ETF stock for Q2 2017, up 2.5% quarter-over-quarter.
- 0 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q2 2017 and 3 closed out, a net change of -3 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q2 2017 was FDx Advisors, an estimated $288K added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q2 2017 was Jane Street, an estimated $599K sold.
Based on aggregated 13F filings for Q2 2017.