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First Trust Horizon Managed Volatility Domestic ETF

34 hedge funds and large institutions have $63.3M invested in First Trust Horizon Managed Volatility Domestic ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

0% more funds holding

Funds holding: 3434 (0)

2.88% less ownership

Funds ownership: 72.56%69.68% (-2.9%)

34% less capital invested

Capital invested by funds: $96.6M → $63.3M (-$33.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
14
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$22.5M +$5.58M +167,097 +31%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$11.4M -$15.7M -470,883 -57%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9M -$11.1M -333,625 -54%
BAM
4
Belpointe Asset Management
Nevada
$2.13M +$208K +6,238 +10%
KAS
5
Kestra Advisory Services
Texas
$1.94M -$159K -4,766 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.84M +$469K +14,025 +32%
OPS
7
Orion Portfolio Solutions
Nebraska
$1.73M -$1.62M -48,532 -47%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.67M +$942K +28,179 +118%
RJA
9
Raymond James & Associates
Florida
$1.36M -$137K -4,113 -9%
Truist Financial
10
Truist Financial
North Carolina
$1.29M
AWS
11
Atria Wealth Solutions
New York
$1.23M +$648K +19,399 +102%
FAIM
12
Financial Advocates Investment Management
Washington
$1.01M +$18.2K +545 +2%
PFS
13
Prospera Financial Services
Texas
$793K
TRCT
14
Tower Research Capital (TRC)
New York
$698K +$98.5K +2,949 +16%
Jane Street
15
Jane Street
New York
$630K +$659K +19,719 New
CAN
16
Cetera Advisor Networks
California
$570K +$58.3K +1,744 +11%
ARC
17
Advisor Resource Council
Texas
$459K +$480K +14,356 New
IA
18
IFP Advisors
Florida
$414K
AAS
19
Avantax Advisory Services
Texas
$407K -$726K -21,732 -63%
KA
20
Kovack Advisors
Florida
$401K +$13.4K +400 +3%
AWAG
21
ARS Wealth Advisors Group
Florida
$389K +$406K +12,164 New
Osaic Holdings
22
Osaic Holdings
Arizona
$383K +$82.1K +2,458 +26%
FTUS
23
Flow Traders U.S.
New York
$295K +$308K +9,229 New
Citadel Advisors
24
Citadel Advisors
Florida
$250K +$262K +7,826 New
OC
25
Oppenheimer & Co
New York
$243K

HUSV Hedge Fund Activity: Q2 2022 in Review

34 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q2 2022, worth a combined $63.3M — down 34% from $96.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HUSV positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.58M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $15.7M.

  • 34 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $63.3M of First Trust Horizon Managed Volatility Domestic ETF stock for Q2 2022, down 34% quarter-over-quarter.
  • 7 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q2 2022 and 5 closed out, a net change of +2 holders.
  • The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q2 2022 was LPL Financial, an estimated $5.58M added.
  • The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q2 2022 was Cambridge Investment Research Advisors, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2022.