Hartford Disciplined US Equity ETF
HDUS
23 hedge funds and large institutions have $97.4M invested in Hartford Disciplined US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.
7% more capital invested
Capital invested by funds: $90.9M → $97.4M (+$6.5M)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
4.77% less ownership
Funds ownership: 100.88% → 96.11% (-4.8%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$1.17M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$288K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$275K |
| 4 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$197K |
| 5 |
JP Morgan Chase
New York
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.31M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$490K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$352K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$230K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$94.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| – | -$5.24K | -124 | Closed |
|
HDUS Hedge Fund Activity: Q4 2023 in Review
23 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q4 2023, worth a combined $97.4M — up 7.2% from $90.9M a quarter earlier.
Fund positioning in HDUS was balanced in Q4 2023: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 9 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $1.17M. The largest seller was Osaic Holdings, cutting an estimated $3.31M.
- 23 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $97.4M of Hartford Disciplined US Equity ETF stock for Q4 2023, up 7.2% quarter-over-quarter.
- 3 funds opened new Hartford Disciplined US Equity ETF positions in Q4 2023 and 3 closed out, a net change of 0 holders.
- The largest Hartford Disciplined US Equity ETF buyer in Q4 2023 was RiverFront Investment Group, an estimated $1.17M added.
- The largest Hartford Disciplined US Equity ETF seller in Q4 2023 was Osaic Holdings, an estimated $3.31M sold.
Based on aggregated 13F filings for Q4 2023.