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First Trust Horizon Managed Volatility Domestic ETF

35 hedge funds and large institutions have $76.1M invested in First Trust Horizon Managed Volatility Domestic ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

55% more capital invested

Capital invested by funds: $49.1M → $76.1M (+$27M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

12.4% more ownership

Funds ownership: 61.48%73.87% (+12%)

6% more funds holding

Funds holding: 3335 (+2)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$21.5M +$4.52M +139,860 +27%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$11.3M -$132K -4,073 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.5M -$98K -3,034 -1%
Truist Financial
4
Truist Financial
North Carolina
$8.84M +$7.34M +227,371 +564%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.55M +$3.47M +107,406 New
KAS
6
Kestra Advisory Services
Texas
$2.98M +$1.22M +37,798 +72%
CAN
7
Cetera Advisor Networks
California
$2.93M +$2.11M +65,417 +282%
RJA
8
Raymond James & Associates
Florida
$1.9M -$19.1K -592 -1%
BAM
9
Belpointe Asset Management
Nevada
$1.8M -$138K -4,271 -7%
OPS
10
Orion Portfolio Solutions
Nebraska
$1.67M -$52.3K -1,618 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.63M +$726K +22,479 +84%
AWS
12
Atria Wealth Solutions
New York
$1.55M +$438K +13,571 +41%
Citadel Advisors
13
Citadel Advisors
Florida
$1.48M +$1.45M +44,876 New
FAIM
14
Financial Advocates Investment Management
Washington
$950K -$65.9K -2,040 -7%
IA
15
IFP Advisors
Florida
$783K +$349K +10,798 +46%
CA
16
Cetera Advisors
Colorado
$696K +$680K +21,056 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$491K -$206K -6,368 -30%
PFS
18
Prospera Financial Services
Texas
$453K
AAS
19
Avantax Advisory Services
Texas
$431K +$40.6K +1,256 +11%
KA
20
Kovack Advisors
Florida
$415K +$2.1K +65 +0.5%
OFS
21
OneAscent Financial Services
Alabama
$313K +$306K +9,476 New
OC
22
Oppenheimer & Co
New York
$251K
HI
23
Harbour Investments
Wisconsin
$206K +$96.9K +3,000 +93%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$160K +$63.8K +1,975 +69%
Morgan Stanley
25
Morgan Stanley
New York
$110K -$9.69K -300 -8%

HUSV Hedge Fund Activity: Q4 2022 in Review

35 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q4 2022, worth a combined $76.1M — up 55% from $49.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HUSV positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Truist Financial, adding an estimated $7.34M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $274K sold.

  • 35 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q4 2022, up from 33 in Q3 2022.
  • Funds reported $76.1M of First Trust Horizon Managed Volatility Domestic ETF stock for Q4 2022, up 55% quarter-over-quarter.
  • 6 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q4 2022 and 4 closed out, a net change of +2 holders.
  • The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q4 2022 was Truist Financial, an estimated $7.34M added.
  • The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q4 2022 was Flow Traders U.S., an estimated $274K sold.

Based on aggregated 13F filings for Q4 2022.