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First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) Institutional Ownership

$36.17
-0.05 (-0.14%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Horizon Managed Volatility Small/Mid ETF (NYSEARCA:HSMV)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$3.43M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$688.54K
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HSMV Institutional Buying and Selling by Quarter

First Trust Horizon Managed Volatility Small/Mid ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2024Envestnet Asset Management Inc.180,991$6.04M0.0%+2.7%32.907%
7/26/2024 Cambridge Investment Research Advisors Inc.141,238$4.71M0.0%-0.6%25.680%
7/26/2024Bank of New York Mellon Corp7,214$241K0.0%+16.5%1.312%
5/24/2024Cetera Advisors LLC21,877$743K0.0%+32.4%3.978%
5/24/2024Cetera Investment Advisers148,006$5.03M0.0%+68.1%26.910%
5/9/2024Orion Portfolio Solutions LLC35,284$1.20M0.0%-7.9%6.415%
5/6/2024 Envestnet Portfolio Solutions Inc.19,278$655K0.0%+4.2%3.505%
4/25/2024 Cambridge Investment Research Advisors Inc.142,127$4.83M0.0%-0.9%25.841%
2/9/2024 Cambridge Investment Research Advisors Inc.143,426$4.60M0.0%-2.7%23.904%
2/7/2024Avantax Advisory Services Inc.8,986$288K0.0%-3.9%1.498%
2/7/2024 Envestnet Portfolio Solutions Inc.18,501$594K0.0%+7.6%3.084%
2/7/2024 Principal Securities Inc.9,518$305K0.0%N/A1.586%
2/2/2024Atria Wealth Solutions Inc.8,771$282K0.0%+21.1%1.462%
11/14/2023Tower Research Capital LLC TRC26,019$767K0.0%+12.8%4.337%
11/13/2023Envestnet Asset Management Inc.174,992$5.16M0.0%-6.4%29.165%
11/13/2023 Envestnet Portfolio Solutions Inc.17,198$507K0.0%N/A2.866%
11/8/2023Avantax Advisory Services Inc.9,349$275K0.0%-6.7%1.558%
11/1/2023Orion Portfolio Solutions LLC38,334$1.13M0.0%-4.3%6.389%
10/24/2023 Cambridge Investment Research Advisors Inc.147,443$4.34M0.0%-1.3%24.574%
10/12/2023 HBW Advisory Services LLC1,538$45K0.0%N/A0.256%
8/10/2023Cetera Advisors LLC15,219$471K0.0%-13.4%2.537%
8/10/2023Cetera Advisor Networks LLC43,285$1.34M0.0%+3.8%7.214%
7/31/2023LPL Financial LLC106,375$3.29M0.0%-2.0%17.729%
7/13/2023 Cambridge Investment Research Advisors Inc.149,314$4.62M0.0%+0.3%24.886%
5/11/2023 Cambridge Investment Research Advisors Inc.148,877$4.59M0.0%-5.9%24.813%
5/10/2023LPL Financial LLC108,501$3.35M0.0%N/A18.084%
5/9/2023Tower Research Capital LLC TRC15,456$477K0.0%-27.4%2.576%
4/28/2023Avantax Advisory Services Inc.10,946$338K0.0%+8.1%1.824%
2/8/2023Orion Portfolio Solutions LLC40,993$1.27M0.0%-1.3%6.832%
2/7/2023Envestnet Asset Management Inc.182,739$5.67M0.0%-1.6%30.457%
11/10/2022Envestnet Asset Management Inc.185,622$5.21M0.0%+3.5%37.124%
11/10/2022Tower Research Capital LLC TRC19,695$553K0.0%-27.9%3.939%
11/9/2022Orion Portfolio Solutions LLC41,512$1.17M0.0%-1.3%8.302%
10/17/2022 Cambridge Investment Research Advisors Inc.158,288$4.45M0.0%+0.2%31.658%
8/3/2022Envestnet Asset Management Inc.179,386$5.33M0.0%+10.3%35.877%
7/14/2022Orion Portfolio Solutions LLC42,047$1.25M0.1%-3.4%8.409%
7/13/2022 Cambridge Investment Research Advisors Inc.157,916$4.69M0.0%+1.0%31.583%
5/12/2022 Cambridge Investment Research Advisors Inc.156,283$5.19M0.0%-0.3%31.257%
5/4/2022Envestnet Asset Management Inc.162,633$5.40M0.0%+6.1%32.527%
4/27/2022Avantax Advisory Services Inc.8,749$290K0.0%+20.1%1.750%
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2/4/2022Envestnet Asset Management Inc.153,261$5.32M0.0%+5.2%34.058%
2/3/2022 Cambridge Investment Research Advisors Inc.156,764$5.44M0.0%+1.2%34.836%
11/10/2021Orion Portfolio Solutions LLC42,581$1.36M0.1%+6.2%9.462%
11/2/2021 Cambridge Investment Research Advisors Inc.154,874$4.95M0.0%-0.3%34.416%
8/10/2021 Cambridge Investment Research Advisors Inc.155,265$5.03M0.0%-0.5%34.503%
8/5/2021Orion Portfolio Solutions LLC40,090$1.30M0.1%+5.5%8.909%
8/4/2021Envestnet Asset Management Inc.136,168$4.41M0.0%+16.4%30.260%
5/18/2021Citadel Advisors LLC36,929$1.16M0.0%+13.5%8.206%
5/12/2021UBS Group AG1,012$32K0.0%+406.0%0.225%
5/7/2021 Cambridge Investment Research Advisors Inc.155,993$4.89M0.0%-24.1%34.665%
5/4/2021Envestnet Asset Management Inc.116,990$3.67M0.0%-13.7%25.998%
2/5/2021Orion Portfolio Solutions LLC57,577$1.63M0.1%-23.6%11.515%
2/4/2021 Cambridge Investment Research Advisors Inc.205,653$5.82M0.0%-9.4%41.131%
11/13/2020Orion Portfolio Solutions LLC75,368$1.83M0.1%-24.3%15.074%
11/13/2020First Allied Advisory Services Inc.10,019$243K0.0%-20.4%1.822%
11/11/2020Holloway Wealth Management LLC1,420$34K0.0%N/A0.258%
(Data available from 1/1/2016 forward)

HSMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HSMV shares?

During the previous two years, 14 institutional investors and hedge funds held shares of First Trust Horizon Managed Volatility Small/Mid ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($6.04M), Cetera Investment Advisers ($5.03M), Cambridge Investment Research Advisors Inc. ($4.71M), LPL Financial LLC ($3.29M), Cetera Advisor Networks LLC ($1.34M), Orion Portfolio Solutions LLC ($1.20M), and Tower Research Capital LLC TRC ($767K).Learn more on HSMV's institutional investors.

Which institutional investors have been buying First Trust Horizon Managed Volatility Small/Mid ETF stock?

Of the 13 institutional investors that purchased First Trust Horizon Managed Volatility Small/Mid ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($108.50K), Cetera Investment Advisers ($59.94K), Envestnet Portfolio Solutions Inc. ($19.28K), Envestnet Asset Management Inc. ($10.98K), Principal Securities Inc. ($9.52K), Cetera Advisors LLC ($5.36K), and Tower Research Capital LLC TRC ($2.94K).

How much institutional buying is happening at First Trust Horizon Managed Volatility Small/Mid ETF?

Institutional investors have bought a total of 223,459 shares in the last 24 months. This purchase volume represents approximately $7.08M in transactions.

Which First Trust Horizon Managed Volatility Small/Mid ETF major shareholders have been selling company stock?

The following institutional investors have sold First Trust Horizon Managed Volatility Small/Mid ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($17.45K), Envestnet Asset Management Inc. ($14.81K), Tower Research Capital LLC TRC ($13.45K), Orion Portfolio Solutions LLC ($5.81K), Cetera Advisors LLC ($2.35K), LPL Financial LLC ($2.13K), and Avantax Advisory Services Inc. ($1.03K).

How much institutional selling is happening at First Trust Horizon Managed Volatility Small/Mid ETF?

Institutional investors have sold a total of 57,028 shares in the last 24 months. This volume of shares sold represents approximately $1.74M in transactions.


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This page (NYSEARCA:HSMV) was last updated on 11/4/2024 by MarketBeat.com Staff
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