First Trust Horizon Managed Volatility Domestic ETF
HUSV
37 hedge funds and large institutions have $99.3M invested in First Trust Horizon Managed Volatility Domestic ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
19% more capital invested
Capital invested by funds: $83.3M → $99.3M (+$16M)
9% more funds holding
Funds holding: 34 → 37 (+3)
2.99% more ownership
Funds ownership: 69.11% → 72.1% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$2.47M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.84M |
| 3 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$1.58M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.38M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$2.4M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$1.76M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.53M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$127K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$114K |
HUSV Hedge Fund Activity: Q4 2021 in Review
37 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q4 2021, worth a combined $99.3M — up 19% from $83.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HUSV positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $2.47M. The largest seller was Golden State Equity Partners, cutting an estimated $2.4M.
- 37 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q4 2021, up from 34 in Q3 2021.
- Funds reported $99.3M of First Trust Horizon Managed Volatility Domestic ETF stock for Q4 2021, up 19% quarter-over-quarter.
- 6 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q4 2021 and 3 closed out, a net change of +3 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q4 2021 was Belpointe Asset Management, an estimated $2.47M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q4 2021 was Golden State Equity Partners, an estimated $2.4M sold.
Based on aggregated 13F filings for Q4 2021.