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ACVU

Hartford Alpha Capture Value ETF

19 hedge funds and large institutions have $21.4M invested in Hartford Alpha Capture Value ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

6% more funds holding

Funds holding: 1819 (+1)

1% more capital invested

Capital invested by funds: $21.2M → $21.4M (+$201K)

0.41% more ownership

Funds ownership: 12.01%12.42% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
2
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1
Matrix Trust Company
Colorado
$14.6M -$527K -21,688 -4%
LPL Financial
2
LPL Financial
California
$3.24M -$258K -10,613 -7%
TSMHT
3
Thurston Springer Miller Herd & Titak
Indiana
$1.56M +$1.55M +63,900 New
BC
4
Bowman & Company
Wisconsin
$418K -$141K -5,812 -25%
Morgan Stanley
5
Morgan Stanley
New York
$344K
Jane Street
6
Jane Street
New York
$339K +$337K +13,854 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$274K -$200K -8,229 -42%
EWA
8
EverSource Wealth Advisors
Alabama
$227K
Osaic Holdings
9
Osaic Holdings
Arizona
$129K -$98.6K -4,060 -44%
MG
10
Mather Group
Illinois
$52.7K
GRP
11
Global Retirement Partners
California
$48.3K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$47K +$29.9K +1,232 +174%
UBS Group
13
UBS Group
Switzerland
$43K +$29.9K +1,230 +233%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$19.4K +$19.3K +794 New
PS
15
Principal Securities
Iowa
$14.9K
Wells Fargo
16
Wells Fargo
California
$12K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$9K
Fidelity Investments
18
Fidelity Investments
Massachusetts
$5.33K
TFGT
19
TS Financial Group (TSFG)
Illinois
$4K
FMII
20
Farmers & Merchants Investments Inc
Nebraska
-$275K -11,223 Closed
BB
21
Busey Bank
Illinois
-$213K -8,689 Closed

ACVU Hedge Fund Activity: Q2 2024 in Review

19 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Hartford Alpha Capture Value ETF (ACVU) for Q2 2024, worth a combined $21.4M — up 0.95% from $21.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ACVU positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 5 trimmed.

The largest buyer was Thurston Springer Miller Herd & Titak, opening a new position worth an estimated $1.55M. The largest seller was Matrix Trust Company, cutting an estimated $527K.

  • 19 institutional investors held Hartford Alpha Capture Value ETF (ACVU) as of Q2 2024, up from 18 in Q1 2024.
  • Funds reported $21.4M of Hartford Alpha Capture Value ETF stock for Q2 2024, up 0.95% quarter-over-quarter.
  • 3 funds opened new Hartford Alpha Capture Value ETF positions in Q2 2024 and 2 closed out, a net change of +1 holder.
  • The largest Hartford Alpha Capture Value ETF buyer in Q2 2024 was Thurston Springer Miller Herd & Titak, an estimated $1.55M added.
  • The largest Hartford Alpha Capture Value ETF seller in Q2 2024 was Matrix Trust Company, an estimated $527K sold.

Based on aggregated 13F filings for Q2 2024.