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ACVU

Hartford Alpha Capture Value ETF

24 hedge funds and large institutions have $22.5M invested in Hartford Alpha Capture Value ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.94% less ownership

Funds ownership: 18%12.06% (-5.9%)

8% less funds holding

Funds holding: 2624 (-2)

32% less capital invested

Capital invested by funds: $32.9M → $22.5M (-$10.4M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$8.15M +$3.65M +134,596 +83%
MWM
2
Modern Wealth Management
Kansas
$4.41M +$108K +3,970 +3%
Corient Private Wealth
3
Corient Private Wealth
Florida
$3.98M +$820K +30,275 +26%
LPL Financial
4
LPL Financial
California
$1.49M -$179K -6,600 -11%
DC
5
Davenport & Co
Virginia
$1.27M -$17.5K -644 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$762K +$37.3K +1,377 +5%
ATPW
7
Ashton Thomas Private Wealth
Arizona
$411K
Natixis Advisors
8
Natixis Advisors
Massachusetts
$300K +$297K +10,950 New
MTC
9
Matrix Trust Company
Colorado
$299K -$14.8M -546,407 -98%
EWA
10
EverSource Wealth Advisors
Alabama
$246K
Morgan Stanley
11
Morgan Stanley
New York
$244K
BC
12
Bowman & Company
Wisconsin
$234K -$14.8K -547 -6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$226K -$2.63K -97 -1%
Osaic Holdings
14
Osaic Holdings
Arizona
$168K -$13.4K -496 -7%
TSMHT
15
Thurston Springer Miller Herd & Titak
Indiana
$141K -$325K -11,977 -70%
GRP
16
Global Retirement Partners
California
$57.3K +$1.08K +40 +2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$44K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$35K -$13.9K -513 -29%
CIAS
19
Capital Investment Advisory Services
North Carolina
$12K +$11.9K +438 New
SPIA
20
Steward Partners Investment Advisory
New York
$10.2K -$4.58K -169 -31%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$5.97K
TFGT
22
TS Financial Group (TSFG)
Illinois
$5K
RF
23
Rossby Financial
Florida
$1.81K -$20.7K -764 -92%
AssetMark Inc
24
AssetMark Inc
California
$1.81K +$1.79K +66 New
SWP
25
Strategic Wealth Partners
Ohio
$3

ACVU Hedge Fund Activity: Q4 2025 in Review

24 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Hartford Alpha Capture Value ETF (ACVU) for Q4 2025, worth a combined $22.5M — down 32% from $32.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ACVU and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 5 added.

The largest buyer was Jones Financial Companies, adding an estimated $3.65M. The largest seller was Matrix Trust Company, cutting an estimated $14.8M.

  • 24 institutional investors held Hartford Alpha Capture Value ETF (ACVU) as of Q4 2025, down from 26 in Q3 2025.
  • Funds reported $22.5M of Hartford Alpha Capture Value ETF stock for Q4 2025, down 32% quarter-over-quarter.
  • 3 funds opened new Hartford Alpha Capture Value ETF positions in Q4 2025 and 5 closed out, a net change of -2 holders.
  • The largest Hartford Alpha Capture Value ETF buyer in Q4 2025 was Jones Financial Companies, an estimated $3.65M added.
  • The largest Hartford Alpha Capture Value ETF seller in Q4 2025 was Matrix Trust Company, an estimated $14.8M sold.

Based on aggregated 13F filings for Q4 2025.