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ACVU

Hartford Alpha Capture Value ETF

29 hedge funds and large institutions have $23.1M invested in Hartford Alpha Capture Value ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

21% more funds holding

Funds holding: 2429 (+5)

1.5% more ownership

Funds ownership: 12.06%13.56% (+1.5%)

2% more capital invested

Capital invested by funds: $22.5M → $23.1M (+$546K)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$10.1M +$2.23M +79,512 +27%
MWM
2
Modern Wealth Management
Kansas
$4.39M -$21.1K -753 -0.5%
Corient Private Wealth
3
Corient Private Wealth
Florida
$1.98M -$2.04M -72,692 -50%
LPL Financial
4
LPL Financial
California
$1.53M +$49.6K +1,770 +3%
DC
5
Davenport & Co
Virginia
$1.28M +$27.9K +996 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$771K +$15.3K +545 +2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$770K +$793K +28,310 New
ATPW
8
Ashton Thomas Private Wealth
Arizona
$408K
Natixis Advisors
9
Natixis Advisors
Massachusetts
$298K
EWA
10
EverSource Wealth Advisors
Alabama
$244K
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$239K +$246K +8,798 New
Morgan Stanley
12
Morgan Stanley
New York
$224K -$18.3K -652 -7%
AWM
13
AE Wealth Management
Kansas
$215K +$222K +7,921 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$210K -$14.6K -521 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$141K -$27.1K -969 -16%
TSMHT
16
Thurston Springer Miller Herd & Titak
Indiana
$87.8K -$53.5K -1,910 -37%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$43.3K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$37K +$2.35K +84 +7%
HI
19
Harbour Investments
Wisconsin
$22K +$22.6K +808 New
UBS Group
20
UBS Group
Switzerland
$13.5K +$13.9K +496 New
CIAS
21
Capital Investment Advisory Services
North Carolina
$11.9K
GSEP
22
Golden State Equity Partners
California
$10.9K +$11.2K +400 New
SPIA
23
Steward Partners Investment Advisory
New York
$10.1K
CFD
24
Creative Financial Designs
Indiana
$9.51K +$9.8K +350 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$5.93K

ACVU Hedge Fund Activity: Q1 2026 in Review

29 of the 8,133 institutional investors tracked by Wall St. Rank reported a position in Hartford Alpha Capture Value ETF (ACVU) for Q1 2026, worth a combined $23.1M — up 2.4% from $22.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ACVU positions and 1 closed out — a net gain of 7 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $2.23M. The largest seller was Corient Private Wealth, cutting an estimated $2.04M.

  • 29 institutional investors held Hartford Alpha Capture Value ETF (ACVU) as of Q1 2026, up from 24 in Q4 2025.
  • Funds reported $23.1M of Hartford Alpha Capture Value ETF stock for Q1 2026, up 2.4% quarter-over-quarter.
  • 8 funds opened new Hartford Alpha Capture Value ETF positions in Q1 2026 and 1 closed out, a net change of +7 holders.
  • The largest Hartford Alpha Capture Value ETF buyer in Q1 2026 was Jones Financial Companies, an estimated $2.23M added.
  • The largest Hartford Alpha Capture Value ETF seller in Q1 2026 was Corient Private Wealth, an estimated $2.04M sold.

Based on aggregated 13F filings for Q1 2026.