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HDUS

Hartford Disciplined US Equity ETF
HDUS

35 hedge funds and large institutions have $155M invested in Hartford Disciplined US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more capital invested

Capital invested by funds: $150M → $155M (+$4.6M)

1.71% less ownership

Funds ownership: 96.9% → 95.18% (-1.7%)

3% less funds holding

Funds holding: 36 → 35 (-1)

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$4.32M
2
LPL Financial
LPL Financial
California
+$1.58M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.44M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.08M
5
Jane Street
Jane Street
New York
+$911K

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$334K
2
Citadel Advisors
Citadel Advisors
Florida
-$145K
3
Truist Financial
Truist Financial
North Carolina
-$23.5K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$16.1K
5
Wells Fargo
Wells Fargo
California
-$14.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$59.9K -$7.47K -114 -11%
ASN
27
Advisory Services Network
Georgia
$47.1K +$48.9K +747 New
GI
28
GAMMA Investing
California
$34.1K – – –
HI
29
Harbour Investments
Wisconsin
$31.9K – – –
Fidelity Investments
30
Fidelity Investments
Massachusetts
$31.7K +$25.7K +393 +357%
MCM
31
MAI Capital Management
Ohio
$25K – – –
TPCW
32
TD Private Client Wealth
New York
$24.3K +$7.53K +115 +43%
UBS Group
33
UBS Group
Switzerland
$15K +$15.6K +238 New
SWM
34
Spire Wealth Management
Virginia
$6.56K – – –
LAM
35
Lummis Asset Management
Texas
$3.85K – – –
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
– -$334K -5,054 Closed
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
– -$16.1K -247 Closed
Wells Fargo
38
Wells Fargo
California
– -$14.9K -228 Closed
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
– -$8.41K -129 Closed
AF
40
Allworth Financial
California
– -$783 -12 Closed
1
2

HDUS Hedge Fund Activity: Q1 2026 in Review

35 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q1 2026, worth a combined $155M — up 3.1% from $150M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HDUS positions and 5 closed out — a net gain of 1 holder — while 16 added to existing stakes and 6 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $4.32M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $334K sold.

  • 35 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q1 2026, down from 36 in Q4 2025.
  • Funds reported $155M of Hartford Disciplined US Equity ETF stock for Q1 2026, up 3.1% quarter-over-quarter.
  • 6 funds opened new Hartford Disciplined US Equity ETF positions in Q1 2026 and 5 closed out, a net change of +1 holder.
  • The largest Hartford Disciplined US Equity ETF buyer in Q1 2026 was RiverFront Investment Group, an estimated $4.32M added.
  • The largest Hartford Disciplined US Equity ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $334K sold.

Based on aggregated 13F filings for Q1 2026.