Hartford Disciplined US Equity ETFHDUS
HDUS
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
525% more capital invested
Capital invested by funds: $116M [Q3] → $725M (+$609M) [Q4]
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
19% more funds holding
Funds holding: 27 [Q3] → 32 (+5) [Q4]
0.64% more ownership
Funds ownership: 94.89% [Q3] → 95.53% (+0.64%) [Q4]
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Research analyst outlook
We haven’t received any recent analyst ratings for HDUS.
Financial journalist opinion
Positive
Seeking Alpha
7 months ago
HDUS: Factor-Enhanced Large Cap Blend Fund Fails To Stand Out
HDUS seeks to enhance a broad market Index of approximately 1,000 U.S. securities by emphasizing risk, value, momentum, and quality. It has $120 million in assets and a 0.19% ER. My analysis revealed only minor advantages in risk and momentum over broad-based ETFs like SPY and IWB. Unfortunately, I found no advantage in quality. Instead, HDUS could benefit from a 20.76x forward P/E that's about two points cheaper than its benchmark. I found similar discounts on other metrics like EV-EBITDA and EV-Sales.
Positive
ETF Trends
1 year ago
Why Multifactor ETFs Deserve a Core Equity Allocation
Evidence has shown that many investors miss out on returns by trying to time the market. It's particularly hard to predict which factors will win, making it important for portfolios to get balanced exposure across multiple diversified return drivers.
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