Who Owns HSMV?
First Trust Horizon Managed Volatility Small/Mid ETF — Institutional Ownership & 13F Holdings
$37.96
+0.28 (+0.75%)
Market Cap
$30.3M
Shares Outstanding
764,994
Institutional Holders
18
Total Inst. Value
$12.7M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
3
Closed Positions
4
Increased
7
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Cetera Investment Advisers | $5.3M | 147,218 |
| 2 | Cambridge Investment Research Advisors, Inc. | $5.0M | 138,661 |
| 3 | Tower Research Capital LLC (TRC) | $954K | 26,500 |
| 4 | PRINCIPAL SECURITIES, INC. | $434K | 12,127 |
| 5 | AVANTAX ADVISORY SERVICES, INC. | $349K | 9,700 |
| 6 | Bank of New York Mellon Corp | $335K | 9,331 |
| 7 | CERTIOR FINANCIAL GROUP, LLC | $282K | 7,841 |
| 8 | OSAIC HOLDINGS, INC. | $58K | 1,601 |
| 9 | Rossby Financial, LCCNew | $9K | 244 |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $7K | 183,876 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Cetera Investment Advisers | +468 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | +3K | $5.0M |
| AVANTAX ADVISORY SERVICES, INC. | +100 | $349K |
| Bank of New York Mellon Corp | +332 | $335K |
| CERTIOR FINANCIAL GROUP, LLC | +146 | $282K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Tower Research Capital LLC (TRC) | -8K | $954K |
| OSAIC HOLDINGS, INC. | -5K | $58K |
| Envestnet Portfolio Solutions, Inc. | -917 | $627 |
| Atria Wealth Solutions, Inc. | -607 | $330 |
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Frequently Asked Questions
How many institutional investors hold HSMV?
As of Q1 2025, 18 institutional investors report holding HSMV (First Trust Horizon Managed Volatility Small/Mid ETF) in their 13F filings.
Which hedge fund owns the most HSMV?
The largest institutional holder of HSMV is Cetera Investment Advisers with $5.3M in shares.
Are institutions buying or selling HSMV?
This quarter, 3 institutions opened new positions in HSMV and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.