First Trust Horizon Managed Volatility Domestic ETF
HUSV
19 hedge funds and large institutions have $134M invested in First Trust Horizon Managed Volatility Domestic ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
30% more capital invested
Capital invested by funds: $104M → $134M (+$30.7M)
19% more funds holding
Funds holding: 16 → 19 (+3)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
3.74% more ownership
Funds ownership: 68.53% → 72.27% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
+$10.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.86M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.01M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$704K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.48M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$1.73M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$619K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$54.3K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$10.8K |
HUSV Hedge Fund Activity: Q1 2019 in Review
19 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q1 2019, worth a combined $134M — up 30% from $104M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HUSV positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was FDx Advisors, opening a new position worth an estimated $10.3M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.48M.
- 19 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q1 2019, up from 16 in Q4 2018.
- Funds reported $134M of First Trust Horizon Managed Volatility Domestic ETF stock for Q1 2019, up 30% quarter-over-quarter.
- 5 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q1 2019 and 2 closed out, a net change of +3 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q1 2019 was FDx Advisors, an estimated $10.3M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q1 2019 was Raymond James Financial Services Advisors, an estimated $4.48M sold.
Based on aggregated 13F filings for Q1 2019.