First Trust Horizon Managed Volatility Domestic ETF
HUSV
16 hedge funds and large institutions have $104M invested in First Trust Horizon Managed Volatility Domestic ETF in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 3 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
125% more capital inflows, than outflows
Capital inflows: $20.7M | Capital outflows: $9.22M
0.7% less ownership
Funds ownership: 69.24% → 68.53% (-0.7%)
11% less funds holding
Funds holding: 18 → 16 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.47M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.15M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$757K |
| 5 |
Prospera Financial Services
Dallas,
Texas
|
+$463K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDx Advisors
Chicago,
Illinois
|
-$8.51M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
-$324K |
| 3 |
Goldman Sachs
New York
|
-$257K |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$124K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.16K |
HUSV Hedge Fund Activity: Q4 2018 in Review
16 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q4 2018, worth a combined $104M — up 3.6% from $100M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HUSV and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 11 added.
The largest buyer was Envestnet Asset Management, adding an estimated $10M. The largest seller was FDx Advisors, exiting entirely with an estimated $8.51M sold.
- 16 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q4 2018, down from 18 in Q3 2018.
- Funds reported $104M of First Trust Horizon Managed Volatility Domestic ETF stock for Q4 2018, up 3.6% quarter-over-quarter.
- 2 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q4 2018 and 3 closed out, a net change of -1 holder.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $10M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q4 2018 was FDx Advisors, an estimated $8.51M sold.
Based on aggregated 13F filings for Q4 2018.