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First Trust Horizon Managed Volatility Domestic ETF

47 hedge funds and large institutions have $79.4M invested in First Trust Horizon Managed Volatility Domestic ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

15% more funds holding

Funds holding: 4147 (+6)

3.52% more ownership

Funds ownership: 81.95%85.47% (+3.5%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

1% less capital invested

Capital invested by funds: $80M → $79.4M (-$606K)

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
14
Closed
2
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
$17.5M -$302K -7,749 -2%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$15.4M +$1.12M +28,909 +8%
LPL Financial
3
LPL Financial
California
$11.4M +$1.76M +45,100 +18%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.13M +$1.33M +34,277 +19%
GSWM
5
Golden State Wealth Management
California
$6.96M +$131K +3,366 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.83M +$637K +16,357 +15%
AAS
7
Asset Allocation Strategies
Michigan
$2.71M +$105K +2,704 +4%
BEI
8
Benjamin Edwards Inc
Missouri
$2.36M +$161K +4,143 +7%
GSEP
9
Golden State Equity Partners
California
$1.54M -$1.91M -49,117 -55%
BAM
10
Belpointe Asset Management
Nevada
$1.05M -$19.8K -508 -2%
LSIA
11
LaSalle St. Investment Advisors
Illinois
$927K +$10.4K +267 +1%
Truist Financial
12
Truist Financial
North Carolina
$858K -$102K -2,617 -11%
Raymond James Financial
13
Raymond James Financial
Florida
$673K +$29.5K +758 +5%
JWCA
14
J.W. Cole Advisors
Florida
$613K -$5.25K -135 -0.8%
Osaic Holdings
15
Osaic Holdings
Arizona
$461K +$143K +3,667 +44%
Goldman Sachs
16
Goldman Sachs
New York
$396K +$398K +10,229 New
HighTower Advisors
17
HighTower Advisors
Illinois
$366K +$45.5K +1,169 +14%
FTUS
18
Flow Traders U.S.
New York
$354K +$356K +9,155 New
Two Sigma Investments
19
Two Sigma Investments
New York
$279K -$58.4K -1,500 -17%
UAG
20
United Advisor Group
Ohio
$258K +$545 +14 +0.2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$249K -$1.12M -28,881 -82%
Morgan Stanley
22
Morgan Stanley
New York
$243K -$4.47K -115 -2%
OC
23
Oppenheimer & Co
New York
$227K
KA
24
Kovack Advisors
Florida
$226K
KAS
25
Kestra Advisory Services
Texas
$226K -$39K -1,003 -15%

HUSV Hedge Fund Activity: Q4 2025 in Review

47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) for Q4 2025, worth a combined $79.4M — down 0.76% from $80M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HUSV positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.76M. The largest seller was Golden State Equity Partners, cutting an estimated $1.91M.

  • 47 institutional investors held First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q4 2025, up from 41 in Q3 2025.
  • Funds reported $79.4M of First Trust Horizon Managed Volatility Domestic ETF stock for Q4 2025, down 0.76% quarter-over-quarter.
  • 8 funds opened new First Trust Horizon Managed Volatility Domestic ETF positions in Q4 2025 and 2 closed out, a net change of +6 holders.
  • The largest First Trust Horizon Managed Volatility Domestic ETF buyer in Q4 2025 was LPL Financial, an estimated $1.76M added.
  • The largest First Trust Horizon Managed Volatility Domestic ETF seller in Q4 2025 was Golden State Equity Partners, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2025.