First Trust Horizon Managed Volatility Domestic ETF
HUSV
41 hedge funds and large institutions have $75.9M invested in First Trust Horizon Managed Volatility Domestic ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
5% more funds holding
Funds holding: 39 → 41 (+2)
1.23% more ownership
Funds ownership: 76.95% → 78.18% (+1.2%)
4% more capital invested
Capital invested by funds: $73M → $75.9M (+$2.89M)
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $522K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.02M |
| 2 |
LPL Financial
San Diego,
California
|
+$788K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$659K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$553K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$432K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$1.51M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$289K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$252K |
| 4 |
IWM
Iams Wealth Management
Omaha,
Nebraska
|
-$223K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$157K |
HUSV Hedge Fund Activity: Q2 2023 in Review
41 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q2 2023, worth a combined $75.9M — up 4% from $73M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HUSV positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 16 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.02M. The largest seller was Golden State Equity Partners, cutting an estimated $1.51M.
- 41 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q2 2023, up from 39 in Q1 2023.
- Funds reported $75.9M of First Trust Horizon Managed Volatility Domestic ETF stock for Q2 2023, up 4% quarter-over-quarter.
- 4 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q2 2023 and 2 closed out, a net change of +2 holders.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q2 2023 was Royal Bank of Canada, an estimated $1.02M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q2 2023 was Golden State Equity Partners, an estimated $1.51M sold.
Based on aggregated 13F filings for Q2 2023.