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First Trust Horizon Managed Volatility Domestic ETF

17 hedge funds and large institutions have $68M invested in First Trust Horizon Managed Volatility Domestic ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

31% more funds holding

Funds holding: 1317 (+4)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

12% more capital invested

Capital invested by funds: $60.5M → $68M (+$7.52M)

2.86% less ownership

Funds ownership: 76.92%74.06% (-2.9%)

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change

HUSV Hedge Fund Activity: Q4 2017 in Review

17 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q4 2017, worth a combined $68M — up 12% from $60.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HUSV positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.53M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.11M.

  • 17 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q4 2017, up from 13 in Q3 2017.
  • Funds reported $68M of First Trust Horizon Managed Volatility Domestic ETF stock for Q4 2017, up 12% quarter-over-quarter.
  • 5 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q4 2017 and 1 closed out, a net change of +4 holders.
  • The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $4.53M added.
  • The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2017.