Hartford Disciplined US Equity ETF
HDUS
27 hedge funds and large institutions have $116M invested in Hartford Disciplined US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 5 closing their positions.
2% less capital invested
Capital invested by funds: $119M → $116M (-$2.7M)
1.53% less ownership
Funds ownership: 96.42% → 94.89% (-1.5%)
10% less funds holding
Funds holding: 30 → 27 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
63% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.18M |
| 2 |
JP Morgan Chase
New York
|
+$47.2K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$26.9K |
| 4 |
Morgan Stanley
New York
|
+$19.1K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$7.12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.34M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.88M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$1.61M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$986K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$970K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $2.28K | -$750 | -14 | -25% |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $667 | -$2.14K | -40 | -77% |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$986K | -18,808 | Closed |
|
|
GFA
29
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| – | -$245K | -4,683 | Closed |
|
|
AI
30
Atria Investments
Charlotte,
North Carolina
| – | -$241K | -4,606 | Closed |
|
31
Bank of America
Charlotte,
North Carolina
| – | -$12.7K | -242 | Closed |
|
|
JFGIW
32
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$12.3K | -233 | Closed |
|
HDUS Hedge Fund Activity: Q3 2024 in Review
27 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q3 2024, worth a combined $116M — down 2.3% from $119M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of HDUS and 2 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 6 added.
The largest buyer was LPL Financial, adding an estimated $4.18M. The largest seller was Envestnet Asset Management, cutting an estimated $6.34M.
- 27 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q3 2024, down from 30 in Q2 2024.
- Funds reported $116M of Hartford Disciplined US Equity ETF stock for Q3 2024, down 2.3% quarter-over-quarter.
- 2 funds opened new Hartford Disciplined US Equity ETF positions in Q3 2024 and 5 closed out, a net change of -3 holders.
- The largest Hartford Disciplined US Equity ETF buyer in Q3 2024 was LPL Financial, an estimated $4.18M added.
- The largest Hartford Disciplined US Equity ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $6.34M sold.
Based on aggregated 13F filings for Q3 2024.