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ACVU

Hartford Alpha Capture Value ETF

19 hedge funds and large institutions have $22.1M invested in Hartford Alpha Capture Value ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

0.84% less ownership

Funds ownership: 13.92%13.08% (-0.84%)

12% less capital invested

Capital invested by funds: $25.2M → $22.1M (-$3.11M)

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1
Matrix Trust Company
Colorado
$15.4M +$618K +23,642 +4%
LPL Financial
2
LPL Financial
California
$2.18M -$387K -14,801 -14%
TSMHT
3
Thurston Springer Miller Herd & Titak
Indiana
$1.84M +$252K +9,660 +15%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$993K +$733K +28,071 +222%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$472K +$505K +19,339 New
BC
6
Bowman & Company
Wisconsin
$337K -$73.2K -2,803 -17%
EWA
7
EverSource Wealth Advisors
Alabama
$219K
DC
8
Davenport & Co
Virginia
$212K
Morgan Stanley
9
Morgan Stanley
New York
$202K -$261 -10 -0.1%
Osaic Holdings
10
Osaic Holdings
Arizona
$94K -$36.8K -1,408 -27%
GRP
11
Global Retirement Partners
California
$50.1K +$1.99K +76 +4%
UBS Group
12
UBS Group
Switzerland
$34.8K +$37.3K +1,428 New
TIM
13
Tortoise Investment Management
New York
$17.3K +$18.5K +709 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$17K
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
$5.32K
TFGT
19
TS Financial Group (TSFG)
Illinois
$4K
JP Morgan Chase
20
JP Morgan Chase
New York
-$2.91M -111,392 Closed
Jane Street
21
Jane Street
New York
-$257K -9,812 Closed
IA
22
IFP Advisors
Florida
-$24.5K -937 Closed

ACVU Hedge Fund Activity: Q4 2024 in Review

19 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Hartford Alpha Capture Value ETF (ACVU) for Q4 2024, worth a combined $22.1M — down 12% from $25.2M a quarter earlier.

Fund positioning in ACVU was balanced in Q4 2024: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 4 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $733K. The largest seller was JP Morgan Chase, exiting entirely with an estimated $2.91M sold.

  • 19 institutional investors held Hartford Alpha Capture Value ETF (ACVU) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $22.1M of Hartford Alpha Capture Value ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 3 funds opened new Hartford Alpha Capture Value ETF positions in Q4 2024 and 3 closed out, a net change of 0 holders.
  • The largest Hartford Alpha Capture Value ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $733K added.
  • The largest Hartford Alpha Capture Value ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.91M sold.

Based on aggregated 13F filings for Q4 2024.