First Trust Horizon Managed Volatility Domestic ETF
HUSV
14 hedge funds and large institutions have $71.2M invested in First Trust Horizon Managed Volatility Domestic ETF in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
5% more capital invested
Capital invested by funds: $68M → $71.2M (+$3.15M)
4.05% less ownership
Funds ownership: 74.06% → 70.01% (-4%)
18% less funds holding
Funds holding: 17 → 14 (-3)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$677K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$395K |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
+$272K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$160K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.88M |
| 2 |
Jane Street
New York
|
-$1.11M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$589K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$129K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$106K |
HUSV Hedge Fund Activity: Q1 2018 in Review
14 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q1 2018, worth a combined $71.2M — up 4.6% from $68M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HUSV and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.88M.
- 14 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q1 2018, down from 17 in Q4 2017.
- Funds reported $71.2M of First Trust Horizon Managed Volatility Domestic ETF stock for Q1 2018, up 4.6% quarter-over-quarter.
- 1 fund opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q1 2018 and 3 closed out, a net change of -2 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q1 2018 was Cambridge Investment Research Advisors, an estimated $7.4M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q1 2018 was Raymond James Financial Services Advisors, an estimated $1.88M sold.
Based on aggregated 13F filings for Q1 2018.