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ACVU

Hartford Alpha Capture Value ETF

20 hedge funds and large institutions have $24.2M invested in Hartford Alpha Capture Value ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

9% more capital invested

Capital invested by funds: $22.1M → $24.2M (+$2.07M)

5% more funds holding

Funds holding: 1920 (+1)

0.88% more ownership

Funds ownership: 13.08%13.97% (+0.88%)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1
Matrix Trust Company
Colorado
$16.1M +$213K +8,456 +1%
TSMHT
2
Thurston Springer Miller Herd & Titak
Indiana
$2.68M +$781K +31,024 +41%
LPL Financial
3
LPL Financial
California
$2.03M -$213K -8,474 -9%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.17M +$161K +6,390 +16%
DC
5
Davenport & Co
Virginia
$670K +$451K +17,915 +206%
UBS Group
6
UBS Group
Switzerland
$296K +$260K +10,313 +722%
ARC
7
Advisor Resource Council
Texas
$261K +$261K +10,360 New
BC
8
Bowman & Company
Wisconsin
$229K -$118K -4,702 -34%
EWA
9
EverSource Wealth Advisors
Alabama
$226K
Morgan Stanley
10
Morgan Stanley
New York
$208K
Osaic Holdings
11
Osaic Holdings
Arizona
$167K +$70.2K +2,788 +72%
RF
12
Rossby Financial
Florida
$20K +$20.9K +830 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$18K
TIM
14
Tortoise Investment Management
New York
$17.9K
FFA
15
Farther Finance Advisors
California
$15.5K +$15.6K +618 New
PS
16
Principal Securities
Iowa
$14.9K
Wells Fargo
17
Wells Fargo
California
$12.4K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$9K
Fidelity Investments
19
Fidelity Investments
Massachusetts
$5.49K
TFGT
20
TS Financial Group (TSFG)
Illinois
$4K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$472K -19,339 Closed

ACVU Hedge Fund Activity: Q1 2025 in Review

20 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Hartford Alpha Capture Value ETF (ACVU) for Q1 2025, worth a combined $24.2M — up 9.4% from $22.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ACVU positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Thurston Springer Miller Herd & Titak, adding an estimated $781K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $472K sold.

  • 20 institutional investors held Hartford Alpha Capture Value ETF (ACVU) as of Q1 2025, up from 19 in Q4 2024.
  • Funds reported $24.2M of Hartford Alpha Capture Value ETF stock for Q1 2025, up 9.4% quarter-over-quarter.
  • 3 funds opened new Hartford Alpha Capture Value ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
  • The largest Hartford Alpha Capture Value ETF buyer in Q1 2025 was Thurston Springer Miller Herd & Titak, an estimated $781K added.
  • The largest Hartford Alpha Capture Value ETF seller in Q1 2025 was Susquehanna International Group, an estimated $472K sold.

Based on aggregated 13F filings for Q1 2025.