First Trust Horizon Managed Volatility Domestic ETF
HUSV
39 hedge funds and large institutions have $68.3M invested in First Trust Horizon Managed Volatility Domestic ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 22 reducing their positions, and 7 closing their positions.
1% less capital invested
Capital invested by funds: $69M → $68.3M (-$761K)
2.26% less ownership
Funds ownership: 82.03% → 79.78% (-2.3%)
3% less funds holding
Funds holding: 40 → 39 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
68% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.39M |
| 2 |
IWM
Iams Wealth Management
Omaha,
Nebraska
|
+$259K |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$230K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$121K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$95.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.95M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.22M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.17M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$801K |
| 5 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$556K |
HUSV Hedge Fund Activity: Q4 2023 in Review
39 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q4 2023, worth a combined $68.3M — down 1.1% from $69M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of HUSV and 6 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 7 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.39M. The largest seller was LPL Financial, cutting an estimated $1.95M.
- 39 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q4 2023, down from 40 in Q3 2023.
- Funds reported $68.3M of First Trust Horizon Managed Volatility Domestic ETF stock for Q4 2023, down 1.1% quarter-over-quarter.
- 6 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q4 2023 and 7 closed out, a net change of -1 holder.
- The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q4 2023 was Citadel Advisors, an estimated $1.39M added.
- The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q4 2023 was LPL Financial, an estimated $1.95M sold.
Based on aggregated 13F filings for Q4 2023.