Hartford Disciplined US Equity ETF
HDUS
23 hedge funds and large institutions have $90.9M invested in Hartford Disciplined US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
79% more capital invested
Capital invested by funds: $50.8M → $90.9M (+$40.1M)
53% more funds holding
Funds holding: 15 → 23 (+8)
30.01% more ownership
Funds ownership: 70.87% → 100.88% (+30%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.36M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.31M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.25M |
| 5 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$468K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$259K |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$227K |
| 4 |
MW
Marcum Wealth
Cleveland,
Ohio
|
-$23.1K |
| 5 |
TPCW
TD Private Client Wealth
New York
|
-$923 |
HDUS Hedge Fund Activity: Q3 2023 in Review
23 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q3 2023, worth a combined $90.9M — up 79% from $50.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HDUS positions and 3 closed out — a net gain of 8 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $28.9M. The largest seller was Jane Street, exiting entirely with an estimated $468K sold.
- 23 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q3 2023, up from 15 in Q2 2023.
- Funds reported $90.9M of Hartford Disciplined US Equity ETF stock for Q3 2023, up 79% quarter-over-quarter.
- 11 funds opened new Hartford Disciplined US Equity ETF positions in Q3 2023 and 3 closed out, a net change of +8 holders.
- The largest Hartford Disciplined US Equity ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $28.9M added.
- The largest Hartford Disciplined US Equity ETF seller in Q3 2023 was Jane Street, an estimated $468K sold.
Based on aggregated 13F filings for Q3 2023.