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First Trust Horizon Managed Volatility Domestic ETF

21 hedge funds and large institutions have $83.2M invested in First Trust Horizon Managed Volatility Domestic ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

50% more funds holding

Funds holding: 1421 (+7)

17% more capital invested

Capital invested by funds: $71.2M → $83.2M (+$12M)

0.34% less ownership

Funds ownership: 70.01%69.67% (-0.34%)

Holders
21
Holders Change
+7
Holders Change %
+50%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
1
Closed
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
$65M +$4.13M +182,323 +7%
FA
2
FDx Advisors
Illinois
$7.79M +$952K +41,990 +14%
LPL Financial
3
LPL Financial
California
$3.57M +$2.01M +88,527 +129%
PFS
4
Prospera Financial Services
Texas
$1.7M +$1.29M +56,950 +329%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.61M +$161K +7,115 +11%
Jane Street
6
Jane Street
New York
$713K +$711K +31,354 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$704K +$555K +24,484 +379%
FAAS
8
First Allied Advisory Services
California
$616K +$613K +27,033 New
AI
9
Atria Investments
North Carolina
$611K +$159K +7,034 +35%
HI
10
Horizon Investments
North Carolina
$569K +$90K +3,969 +19%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$223K
PCIA
12
Prime Capital Investment Advisors
Kansas
$21K +$20.9K +920 New
UBS Group
13
UBS Group
Switzerland
$15K -$12.3K -541 -45%
SEI Investments
14
SEI Investments
Pennsylvania
$14K
WWMSC
15
Wagner Wealth Management (South Carolina)
South Carolina
$11K
Wells Fargo
16
Wells Fargo
California
$10K
B
17
Bridgeworth
Alabama
$10K +$10.3K +455 New
Morgan Stanley
18
Morgan Stanley
New York
$5K
CF
19
Centaurus Financial
California
$3K +$3.47K +153 New
AG
20
Advisor Group
Arizona
$2K +$2.27K +100 New
William Blair & Company
21
William Blair & Company
Illinois
$2K +$2.38K +105 New

HUSV Hedge Fund Activity: Q2 2018 in Review

21 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q2 2018, worth a combined $83.2M — up 17% from $71.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HUSV positions and 0 closed out — a net gain of 7 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.13M. The largest seller was UBS Group, cutting an estimated $12.3K.

  • 21 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q2 2018, up from 14 in Q1 2018.
  • Funds reported $83.2M of First Trust Horizon Managed Volatility Domestic ETF stock for Q2 2018, up 17% quarter-over-quarter.
  • 7 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q2 2018 and 0 closed out, a net change of +7 holders.
  • The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q2 2018 was Cambridge Investment Research Advisors, an estimated $4.13M added.
  • The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q2 2018 was UBS Group, an estimated $12.3K sold.

Based on aggregated 13F filings for Q2 2018.