Hartford Disciplined US Equity ETF
HDUS
33 hedge funds and large institutions have $725M invested in Hartford Disciplined US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
525% more capital invested
Capital invested by funds: $116M → $725M (+$609M)
22% more funds holding
Funds holding: 27 → 33 (+6)
0.65% more ownership
Funds ownership: 94.89% → 95.54% (+0.65%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$2.71M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.35M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.22M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.17M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$136K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
-$70.1K |
| 3 |
JP Morgan Chase
New York
|
-$39.5K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$29.9K |
| 5 |
MW
Marcum Wealth
Cleveland,
Ohio
|
-$4.29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $11K | +$10.5K | +183 | +1,525% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $8.42K | +$8.52K | +149 | New |
|
|
SWM
28
Spire Wealth Management
Mclean,
Virginia
| $6.84K | +$6.92K | +121 | New |
|
|
CWC
29
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $6.21K | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $6.21K | +$6.29K | +110 | New |
|
|
S
31
SignatureFD
Atlanta,
Georgia
| $4.49K | -$458 | -8 | -9% |
|
32
US Bancorp
Minneapolis,
Minnesota
| $2.32K | – | – | – |
|
|
AF
33
Allworth Financial
Folsom,
California
| $702 | +$686 | +12 | New |
|
34
UBS Group
Zurich,
Switzerland
| – | -$3.67K | -66 | Closed |
|
HDUS Hedge Fund Activity: Q4 2024 in Review
33 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q4 2024, worth a combined $725M — up 525% from $116M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HDUS positions and 1 closed out — a net gain of 9 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $2.71M. The largest seller was Janney Montgomery Scott, cutting an estimated $136K.
- 33 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q4 2024, up from 27 in Q3 2024.
- Funds reported $725M of Hartford Disciplined US Equity ETF stock for Q4 2024, up 525% quarter-over-quarter.
- 10 funds opened new Hartford Disciplined US Equity ETF positions in Q4 2024 and 1 closed out, a net change of +9 holders.
- The largest Hartford Disciplined US Equity ETF buyer in Q4 2024 was RiverFront Investment Group, an estimated $2.71M added.
- The largest Hartford Disciplined US Equity ETF seller in Q4 2024 was Janney Montgomery Scott, an estimated $136K sold.
Based on aggregated 13F filings for Q4 2024.