We are live on ! Find out more
ACVU

Hartford Alpha Capture Value ETF

21 hedge funds and large institutions have $26.9M invested in Hartford Alpha Capture Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

11% more capital invested

Capital invested by funds: $24.2M → $26.9M (+$2.74M)

5% more funds holding

Funds holding: 2021 (+1)

1.29% more ownership

Funds ownership: 13.97%15.25% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1
Matrix Trust Company
Colorado
$14.5M -$1.83M -74,552 -12%
MWM
2
Modern Wealth Management
Kansas
$3.81M +$3.66M +148,630 New
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.58M +$1.33M +54,101 +115%
TSMHT
4
Thurston Springer Miller Herd & Titak
Indiana
$1.87M -$824K -33,511 -31%
LPL Financial
5
LPL Financial
California
$1.58M -$473K -19,248 -24%
DC
6
Davenport & Co
Virginia
$691K +$7.65K +311 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$521K +$500K +20,314 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$329K +$316K +12,843 New
BC
9
Bowman & Company
Wisconsin
$234K
EWA
10
EverSource Wealth Advisors
Alabama
$230K
Morgan Stanley
11
Morgan Stanley
New York
$212K
Osaic Holdings
12
Osaic Holdings
Arizona
$170K
GRP
13
Global Retirement Partners
California
$52.7K +$50.5K +2,052 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$46K +$26.7K +1,084 +153%
RF
15
Rossby Financial
Florida
$21.3K
TIM
16
Tortoise Investment Management
New York
$18.2K
PS
17
Principal Securities
Iowa
$15.6K
Wells Fargo
18
Wells Fargo
California
$12.6K
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$9K
Fidelity Investments
20
Fidelity Investments
Massachusetts
$5.59K
TFGT
21
TS Financial Group (TSFG)
Illinois
$4K
SWP
22
Strategic Wealth Partners
Ohio
$3
UBS Group
23
UBS Group
Switzerland
-$296K -11,741 Closed
ARC
24
Advisor Resource Council
Texas
-$261K -10,360 Closed
FFA
25
Farther Finance Advisors
California
-$15.5K -618 Closed

ACVU Hedge Fund Activity: Q2 2025 in Review

21 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Hartford Alpha Capture Value ETF (ACVU) for Q2 2025, worth a combined $26.9M — up 11% from $24.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ACVU positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $3.66M. The largest seller was Matrix Trust Company, cutting an estimated $1.83M.

  • 21 institutional investors held Hartford Alpha Capture Value ETF (ACVU) as of Q2 2025, up from 20 in Q1 2025.
  • Funds reported $26.9M of Hartford Alpha Capture Value ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 4 funds opened new Hartford Alpha Capture Value ETF positions in Q2 2025 and 3 closed out, a net change of +1 holder.
  • The largest Hartford Alpha Capture Value ETF buyer in Q2 2025 was Modern Wealth Management, an estimated $3.66M added.
  • The largest Hartford Alpha Capture Value ETF seller in Q2 2025 was Matrix Trust Company, an estimated $1.83M sold.

Based on aggregated 13F filings for Q2 2025.