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First Trust Horizon Managed Volatility Domestic ETF

52 hedge funds and large institutions have $88.9M invested in First Trust Horizon Managed Volatility Domestic ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $81.7M → $88.9M (+$7.15M)

2% more funds holding

Funds holding: 5152 (+1)

0.75% less ownership

Funds ownership: 87.56%86.81% (-0.75%)

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
22
Closed
7
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
$22.1M -$755K -19,350 -3%
LPL Financial
2
LPL Financial
California
$14.4M +$2.27M +58,101 +19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.5M +$1.51M +38,749 +14%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.52M -$342K -8,770 -4%
GSWM
5
Golden State Wealth Management
California
$7.4M -$87.8K -2,249 -1%
GSEP
6
Golden State Equity Partners
California
$3.54M -$421K -10,793 -11%
AAS
7
Avantax Advisory Services
Texas
$2.69M -$4.96K -127 -0.2%
AAS
8
Asset Allocation Strategies
Michigan
$2.1M +$1.51M +38,650 +284%
CIA
9
Concurrent Investment Advisors
Florida
$1.36M -$44K -1,128 -3%
BEI
10
Benjamin Edwards Inc
Missouri
$1.29M +$153K +3,930 +14%
BAM
11
Belpointe Asset Management
Nevada
$1.11M -$233K -5,978 -18%
Truist Financial
12
Truist Financial
North Carolina
$1.04M -$442K -11,328 -30%
LSIA
13
LaSalle St. Investment Advisors
Illinois
$992K +$624 +16 +0.1%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$891K -$23.3K -597 -3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$844K +$585K +14,991 +249%
Citadel Advisors
16
Citadel Advisors
Florida
$842K +$817K +20,950 New
IFPG
17
Intrepid Financial Planning Group
Indiana
$765K +$530K +13,595 +249%
FAIM
18
Financial Advocates Investment Management
Washington
$737K -$14.3K -367 -2%
JWCA
19
J.W. Cole Advisors
Florida
$607K -$17.2K -440 -3%
Raymond James Financial
20
Raymond James Financial
Florida
$568K -$9.87K -253 -2%
Goldman Sachs
21
Goldman Sachs
New York
$565K +$548K +14,046 New
PS
22
Principal Securities
Iowa
$517K
KAS
23
Kestra Advisory Services
Texas
$455K -$8.39K -215 -2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$444K +$6.98K +179 +2%
AWS
25
Atria Wealth Solutions
New York
$419K -$28.9K -740 -7%

HUSV Hedge Fund Activity: Q1 2025 in Review

52 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q1 2025, worth a combined $88.9M — up 8.7% from $81.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HUSV positions and 7 closed out — a net gain of 1 holder — while 14 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.27M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $1.41M sold.

  • 52 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q1 2025, up from 51 in Q4 2024.
  • Funds reported $88.9M of First Trust Horizon Managed Volatility Domestic ETF stock for Q1 2025, up 8.7% quarter-over-quarter.
  • 8 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q1 2025 and 7 closed out, a net change of +1 holder.
  • The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q1 2025 was LPL Financial, an estimated $2.27M added.
  • The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q1 2025 was Brinker Capital Investments, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2025.