Hartford Disciplined US Equity ETF
HDUS
29 hedge funds and large institutions have $110M invested in Hartford Disciplined US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
26% more funds holding
Funds holding: 23 → 29 (+6)
13% more capital invested
Capital invested by funds: $97.4M → $110M (+$12.8M)
0.1% more ownership
Funds ownership: 96.11% → 96.21% (+0.1%)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$2.7M |
| 2 |
Rockefeller Capital Management
New York
|
+$619K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$471K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$267K |
| 5 |
LPL Financial
San Diego,
California
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$631K |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$270K |
| 3 |
SFA
Source Financial Advisors
New York
|
-$270K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$189K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$182K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
26
SignatureFD
Atlanta,
Georgia
| $4.43K | – | – | – |
|
27
US Bancorp
Minneapolis,
Minnesota
| $2.8K | – | – | – |
|
|
28
Osaic Holdings
Scottsdale,
Arizona
| $611 | -$189K | -3,904 | -100% |
|
29
Morgan Stanley
New York
| $141 | -$2.42K | -50 | -96% |
|
30
Bank of America
Charlotte,
North Carolina
| – | -$31.6K | -681 | Closed |
|
HDUS Hedge Fund Activity: Q1 2024 in Review
29 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q1 2024, worth a combined $110M — up 13% from $97.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HDUS positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $2.7M. The largest seller was Truist Financial, cutting an estimated $631K.
- 29 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q1 2024, up from 23 in Q4 2023.
- Funds reported $110M of Hartford Disciplined US Equity ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 7 funds opened new Hartford Disciplined US Equity ETF positions in Q1 2024 and 1 closed out, a net change of +6 holders.
- The largest Hartford Disciplined US Equity ETF buyer in Q1 2024 was RiverFront Investment Group, an estimated $2.7M added.
- The largest Hartford Disciplined US Equity ETF seller in Q1 2024 was Truist Financial, an estimated $631K sold.
Based on aggregated 13F filings for Q1 2024.