HSMV Institutional Ownership
First Trust Horizon Managed Volatility Small/Mid ETF
1W: -0.8%
1M: -7.5%
3M: -7.7%
YTD: -0.6%
1Y: -1.3%
3Y: +26.1%
5Y: +16.6%
$35.52
+0.21 (+0.61%)
Weekly Expected Move ±1.8%
$34
$35
$36
$36
$37
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HSMV
18
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
40M
Total Invested
2
New Positions
7
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 285,847 | $10M | +64,229 | +29.0% | 25Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 188,638 | $7M | +4,029 | +2.2% | 15Q | SEC ↗ |
| 3 | LPL Financial LLC | 178,434 | $6M | +6,606 | +3.8% | 14Q | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 153,389 | $5M | +9,976 | +7.0% | 10Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors | 151,753 | $5M | -1,269 | -0.8% | 25Q | SEC ↗ |
| 6 | Tower Research Capital LLC (TRC) | 42,691 | $2M | +29,534 | +224.5% | 18Q | SEC ↗ |
| 7 | Orion Porfolio Solutions, LLC | 27,475 | $976K | -878 | -3.1% | 14Q | SEC ↗ |
| 8 | PRINCIPAL SECURITIES, INC. | 16,509 | $586K | -41 | -0.2% | 11Q | SEC ↗ |
| 9 | CERTIOR FINANCIAL GROUP, LLC | 7,544 | $268K | -286 | -3.7% | 7Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 4,187 | $149K | +460 | +12.3% | 24Q | SEC ↗ |
| 11 | Silver Grove Financial Group, Inc. NEW | 417 | $15K | — | +0.0% | 1Q | SEC ↗ |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 286 | $10K | — | +0.0% | 3Q | SEC ↗ |
| 13 | UBS Group AG | 278 | $10K | +275 | +9166.7% | 5Q | SEC ↗ |
| 14 | Truvestments Capital LLC | 227 | $8K | — | +0.0% | 8Q | SEC ↗ |
| 15 | US BANCORP \DE NEW | 123 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Horizon Investments, LLC | 64 | $2K | -64 | -50.0% | 14Q | SEC ↗ |
| 17 | Russell Investments Group, Ltd. | 1 | $0K | — | +0.0% | 6Q | SEC ↗ |
| 18 | MORGAN STANLEY | 0 | $0K | -1 | -100.0% | 1Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 0 | $0K | -339 | -100.0% | 1Q | SEC ↗ |
| 20 | Envestnet Portfolio Solutions, Inc. | 0 | $0K | -6,327 | -100.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Silver Grove Financial Group, Inc. | 417 | $15K |
| US BANCORP \DE | 123 | $4K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 6,327 | $225K |
| ROYAL BANK OF CANADA | 339 | $12K |
| MORGAN STANLEY | 1 | $0K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +64,229 | +29.0% | 285,847 |
| Tower Research Capital LLC (TRC) | +29,534 | +224.5% | 42,691 |
| Bank of New York Mellon Corp | +9,976 | +7.0% | 153,389 |
| LPL Financial LLC | +6,606 | +3.8% | 178,434 |
| Cetera Investment Advisers | +4,029 | +2.2% | 188,638 |
| OSAIC HOLDINGS, INC. | +460 | +12.3% | 4,187 |
| UBS Group AG | +275 | +9166.7% | 278 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cambridge Investment Research Advis | -1,269 | -0.8% | 151,753 |
| Orion Porfolio Solutions, LLC | -878 | -3.1% | 27,475 |
| CERTIOR FINANCIAL GROUP, LLC | -286 | -3.7% | 7,544 |
| Horizon Investments, LLC | -64 | -50.0% | 64 |
| PRINCIPAL SECURITIES, INC. | -41 | -0.2% | 16,509 |