First Trust Horizon Managed Volatility Domestic ETF
HUSV
13 hedge funds and large institutions have $60.5M invested in First Trust Horizon Managed Volatility Domestic ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.
18% more funds holding
Funds holding: 11 → 13 (+2)
14% more capital invested
Capital invested by funds: $53M → $60.5M (+$7.5M)
9.81% less ownership
Funds ownership: 86.72% → 76.92% (-9.8%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.3M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.25M |
| 3 |
LPL Financial
San Diego,
California
|
+$771K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$35.6K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$10.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$56.8K |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$18.8K |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$15.2K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$6.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $47.7M | +$2.25M | +101,652 | +5% |
|
|
FA
2
FDx Advisors
Chicago,
Illinois
| $6.08M | -$56.8K | -2,571 | -0.9% |
|
|
RJFSA
3
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $4.32M | +$4.3M | +194,568 | New |
|
|
HI
4
Horizon Investments
Charlotte,
North Carolina
| $1.23M | -$15.2K | -690 | -1% |
|
|
5
LPL Financial
San Diego,
California
| $774K | +$771K | +34,897 | New |
|
|
AI
6
Atria Investments
Charlotte,
North Carolina
| $296K | +$35.6K | +1,609 | +14% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $25K | -$6.39K | -289 | -20% |
|
|
8
SEI Investments
Oaks,
Pennsylvania
| $16K | -$18.8K | -852 | -55% |
|
9
UBS Group
Zurich,
Switzerland
| $15K | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| $10K | +$10.1K | +459 | New |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| $6K | – | – | – |
|
12
Morgan Stanley
New York
| $5K | – | – | – |
|
13
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $5K | +$4.77K | +216 | New |
|
HUSV Hedge Fund Activity: Q3 2017 in Review
13 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q3 2017, worth a combined $60.5M — up 14% from $53M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HUSV positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $4.3M. The largest seller was FDx Advisors, cutting an estimated $56.8K.
- 13 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q3 2017, up from 11 in Q2 2017.
- Funds reported $60.5M of First Trust Horizon Managed Volatility Domestic ETF stock for Q3 2017, up 14% quarter-over-quarter.
- 4 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q3 2017 and 0 closed out, a net change of +4 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q3 2017 was Raymond James Financial Services Advisors, an estimated $4.3M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q3 2017 was FDx Advisors, an estimated $56.8K sold.
Based on aggregated 13F filings for Q3 2017.