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First Trust Horizon Managed Volatility Domestic ETF

34 hedge funds and large institutions have $96.6M invested in First Trust Horizon Managed Volatility Domestic ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

0.46% more ownership

Funds ownership: 72.1%72.56% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $99.3M → $96.6M (-$2.73M)

8% less funds holding

Funds holding: 3734 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
16
Reduced
8
Closed
7
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
$28.8M -$664K -19,575 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M +$1.17M +34,557 +6%
LPL Financial
3
LPL Financial
California
$18.7M +$453K +13,361 +3%
GSEP
4
Golden State Equity Partners
California
$3.92M +$110K +3,240 +3%
OPS
5
Orion Portfolio Solutions
Nebraska
$3.57M +$31.7K +935 +0.9%
KAS
6
Kestra Advisory Services
Texas
$2.27M +$912K +26,878 +70%
BAM
7
Belpointe Asset Management
Nevada
$2.1M -$426K -12,568 -17%
RJA
8
Raymond James & Associates
Florida
$1.63M +$109K +3,224 +7%
GSWM
9
Golden State Wealth Management
California
$1.61M -$11.6K -342 -0.7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.52M +$793K +23,387 +116%
Truist Financial
11
Truist Financial
North Carolina
$1.4M +$494K +14,573 +57%
AAS
12
Avantax Advisory Services
Texas
$1.2M +$139K +4,111 +14%
FAIM
13
Financial Advocates Investment Management
Washington
$1.08M -$36.3K -1,070 -3%
HWM
14
Holloway Wealth Management
Florida
$983K
PFS
15
Prospera Financial Services
Texas
$862K -$10.8K -318 -1%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$859K +$32.1K +945 +4%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$832K -$349K -10,301 -30%
AWS
18
Atria Wealth Solutions
New York
$660K +$645K +19,011 New
TRCT
19
Tower Research Capital (TRC)
New York
$657K -$84.1K -2,479 -12%
CAN
20
Cetera Advisor Networks
California
$559K +$94K +2,770 +21%
KA
21
Kovack Advisors
Florida
$422K
IA
22
IFP Advisors
Florida
$414K +$612K +18,024 New
Osaic Holdings
23
Osaic Holdings
Arizona
$324K +$32.6K +961 +11%
OC
24
Oppenheimer & Co
New York
$265K
HI
25
Horizon Investments
North Carolina
$258K -$2.04K -60 -0.8%

HUSV Hedge Fund Activity: Q1 2022 in Review

34 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q1 2022, worth a combined $96.6M — down 2.7% from $99.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HUSV and 5 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 16 added.

The largest buyer was Envestnet Asset Management, adding an estimated $1.17M. The largest seller was HBW Advisory Services, exiting entirely with an estimated $1.61M sold.

  • 34 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q1 2022, down from 37 in Q4 2021.
  • Funds reported $96.6M of First Trust Horizon Managed Volatility Domestic ETF stock for Q1 2022, down 2.7% quarter-over-quarter.
  • 5 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q1 2022 and 7 closed out, a net change of -2 holders.
  • The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $1.17M added.
  • The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q1 2022 was HBW Advisory Services, an estimated $1.61M sold.

Based on aggregated 13F filings for Q1 2022.