Hartford Disciplined US Equity ETF
HDUS
36 hedge funds and large institutions have $128M invested in Hartford Disciplined US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
9% more funds holding
Funds holding: 33 → 36 (+3)
1.8% less ownership
Funds ownership: 95.54% → 93.74% (-1.8%)
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
82% less capital invested
Capital invested by funds: $725M → $128M (-$597M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.08M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$3.43M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$314K |
| 4 |
JP Morgan Chase
New York
|
+$110K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$46.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$502K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$272K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$81.6K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $27.4K | – | – | – |
|
|
MCM
27
MAI Capital Management
Independence,
Ohio
| $21.4K | – | – | – |
|
28
Bessemer Group
Woodbridge,
New Jersey
| $11K | +$11.3K | +199 | New |
|
|
SWM
29
Spire Wealth Management
Mclean,
Virginia
| $6.55K | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $6.39K | -$4.37K | -77 | -39% |
|
|
CWC
31
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $5.96K | – | – | – |
|
32
Fidelity Investments
Boston,
Massachusetts
| $5.96K | – | – | – |
|
|
S
33
SignatureFD
Atlanta,
Georgia
| $4.3K | – | – | – |
|
34
US Bancorp
Minneapolis,
Minnesota
| $2.22K | – | – | – |
|
35
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$1.48K | +26 | New |
|
|
AF
36
Allworth Financial
Folsom,
California
| $635 | – | – | – |
|
|
37
Citadel Advisors
Miami,
Florida
| – | -$1.15M | -20,439 | Closed |
|
|
IA
38
IFP Advisors
Tampa,
Florida
| – | -$8.42K | -149 | Closed |
|
HDUS Hedge Fund Activity: Q1 2025 in Review
36 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q1 2025, worth a combined $128M — down 82% from $725M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HDUS positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.08M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.15M sold.
- 36 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q1 2025, up from 33 in Q4 2024.
- Funds reported $128M of Hartford Disciplined US Equity ETF stock for Q1 2025, down 82% quarter-over-quarter.
- 5 funds opened new Hartford Disciplined US Equity ETF positions in Q1 2025 and 2 closed out, a net change of +3 holders.
- The largest Hartford Disciplined US Equity ETF buyer in Q1 2025 was LPL Financial, an estimated $8.08M added.
- The largest Hartford Disciplined US Equity ETF seller in Q1 2025 was Citadel Advisors, an estimated $1.15M sold.
Based on aggregated 13F filings for Q1 2025.