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ACVU

Hartford Alpha Capture Value ETF

19 hedge funds and large institutions have $25.2M invested in Hartford Alpha Capture Value ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $21.4M → $25.2M (+$3.87M)

1.51% more ownership

Funds ownership: 12.42%13.92% (+1.5%)

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
3
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1
Matrix Trust Company
Colorado
$15.9M +$310K +12,290 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.91M +$2.81M +111,392 New
LPL Financial
3
LPL Financial
California
$2.72M -$718K -28,452 -21%
TSMHT
4
Thurston Springer Miller Herd & Titak
Indiana
$1.72M +$48.5K +1,924 +3%
BC
5
Bowman & Company
Wisconsin
$434K -$12.1K -478 -3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$330K +$299K +11,848 +1,492%
Jane Street
7
Jane Street
New York
$257K -$102K -4,042 -29%
EWA
8
EverSource Wealth Advisors
Alabama
$234K
DC
9
Davenport & Co
Virginia
$227K +$219K +8,698 New
Morgan Stanley
10
Morgan Stanley
New York
$216K -$146K -5,784 -41%
Osaic Holdings
11
Osaic Holdings
Arizona
$137K
GRP
12
Global Retirement Partners
California
$51.7K
IA
13
IFP Advisors
Florida
$24.5K +$23.6K +937 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19K -$31.1K -1,232 -63%
PS
15
Principal Securities
Iowa
$15.9K
Wells Fargo
16
Wells Fargo
California
$12.8K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$9K
Fidelity Investments
18
Fidelity Investments
Massachusetts
$5.7K
TFGT
19
TS Financial Group (TSFG)
Illinois
$4K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$274K -11,211 Closed
MG
21
Mather Group
Illinois
-$52.7K -2,149 Closed
UBS Group
22
UBS Group
Switzerland
-$43K -1,757 Closed

ACVU Hedge Fund Activity: Q3 2024 in Review

19 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Hartford Alpha Capture Value ETF (ACVU) for Q3 2024, worth a combined $25.2M — up 18% from $21.4M a quarter earlier.

Fund positioning in ACVU was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 5 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $2.81M. The largest seller was LPL Financial, cutting an estimated $718K.

  • 19 institutional investors held Hartford Alpha Capture Value ETF (ACVU) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $25.2M of Hartford Alpha Capture Value ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 3 funds opened new Hartford Alpha Capture Value ETF positions in Q3 2024 and 3 closed out, a net change of 0 holders.
  • The largest Hartford Alpha Capture Value ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.81M added.
  • The largest Hartford Alpha Capture Value ETF seller in Q3 2024 was LPL Financial, an estimated $718K sold.

Based on aggregated 13F filings for Q3 2024.