We are live on ! Find out more
HUSV icon

First Trust Horizon Managed Volatility Domestic ETF

43 hedge funds and large institutions have $58.7M invested in First Trust Horizon Managed Volatility Domestic ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

13% more funds holding

Funds holding: 3843 (+5)

0.93% more ownership

Funds ownership: 68.11%69.04% (+0.93%)

2% less capital invested

Capital invested by funds: $59.7M → $58.7M (-$1.04M)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
16
Closed
1
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
$10.5M -$2.3M -65,744 -18%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.48M +$76.3K +2,180 +0.8%
LPL Financial
3
LPL Financial
California
$9.1M -$129K -3,698 -1%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.46M +$112K +3,204 +2%
GSEP
5
Golden State Equity Partners
California
$4.62M +$4.57M +130,733 New
AAS
6
Avantax Advisory Services
Texas
$2.35M -$6.47K -185 -0.3%
AWS
7
Atria Wealth Solutions
New York
$1.41M +$27.1K +774 +2%
BCI
8
Brinker Capital Investments
Pennsylvania
$1.4M -$17.5K -500 -1%
OPS
9
Orion Portfolio Solutions
Nebraska
$1.4M -$17.5K -500 -1%
BAM
10
Belpointe Asset Management
Nevada
$1.19M -$110K -3,145 -9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.06M +$208K +5,948 +25%
Truist Financial
12
Truist Financial
North Carolina
$997K -$38K -1,086 -4%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$931K +$67K +1,916 +8%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$828K +$27.3K +780 +3%
FAIM
15
Financial Advocates Investment Management
Washington
$735K -$54.9K -1,568 -7%
KAS
16
Kestra Advisory Services
Texas
$660K -$271K -7,741 -29%
RJA
17
Raymond James & Associates
Florida
$525K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$468K -$692K -19,771 -60%
JWCA
19
J.W. Cole Advisors
Florida
$461K +$115K +3,300 +34%
PS
20
Principal Securities
Iowa
$449K +$19.9K +570 +5%
CIA
21
Concurrent Investment Advisors
Florida
$382K +$378K +10,794 New
Citadel Advisors
22
Citadel Advisors
Florida
$361K +$357K +10,194 New
KA
23
Kovack Advisors
Florida
$329K +$325K +9,290 New
PFS
24
Prospera Financial Services
Texas
$328K -$18.2K -521 -5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$312K +$33.2K +950 +12%

HUSV Hedge Fund Activity: Q2 2024 in Review

43 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q2 2024, worth a combined $58.7M — down 1.7% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HUSV positions and 1 closed out — a net gain of 7 holders — while 13 added to existing stakes and 16 trimmed.

The largest buyer was Concurrent Investment Advisors, opening a new position worth an estimated $378K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.3M.

  • 43 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q2 2024, up from 38 in Q1 2024.
  • Funds reported $58.7M of First Trust Horizon Managed Volatility Domestic ETF stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 8 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q2 2024 and 1 closed out, a net change of +7 holders.
  • The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q2 2024 was Concurrent Investment Advisors, an estimated $378K added.
  • The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2024.