Hartford Disciplined US Equity ETF
HDUS
33 hedge funds and large institutions have $145M invested in Hartford Disciplined US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
10% more capital invested
Capital invested by funds: $131M → $145M (+$13.2M)
0.48% less ownership
Funds ownership: 98.09% → 97.62% (-0.48%)
6% less funds holding
Funds holding: 35 → 33 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.32M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$1.31M |
| 3 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$233K |
| 4 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
+$200K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$670K |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$224K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$140K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$134K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $32.6K | – | – | – |
|
|
MCM
27
MAI Capital Management
Independence,
Ohio
| $25.5K | – | – | – |
|
|
TPCW
28
TD Private Client Wealth
New York
| $18.3K | -$25K | -404 | -59% |
|
29
Fidelity Investments
Boston,
Massachusetts
| $7.14K | +$62 | +1 | +0.9% |
|
|
SWM
30
Spire Wealth Management
Mclean,
Virginia
| $6.69K | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| $1.67K | -$3.78K | -61 | -70% |
|
|
32
UBS Group
Zurich,
Switzerland
| $837 | -$140K | -2,259 | -99% |
|
|
AF
33
Allworth Financial
Folsom,
California
| $773 | – | – | – |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$670K | -11,250 | Closed |
|
|
GM
35
GeoWealth Management
Chicago,
Illinois
| – | -$224K | -3,757 | Closed |
|
|
AGWCA
36
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| – | -$64.1K | -1,077 | Closed |
|
|
S
37
SignatureFD
Atlanta,
Georgia
| – | -$4.73K | -79 | Closed |
|
|
PS
38
Principal Securities
Des Moines,
Iowa
| – | -$1.84K | -31 | Closed |
|
39
Bank of America
Charlotte,
North Carolina
| – | -$119 | -2 | Closed |
|
HDUS Hedge Fund Activity: Q3 2025 in Review
33 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q3 2025, worth a combined $145M — up 10% from $131M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of HDUS and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 13 added.
The largest buyer was LPL Financial, adding an estimated $1.32M. The largest seller was Citadel Advisors, exiting entirely with an estimated $670K sold.
- 33 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q3 2025, down from 35 in Q2 2025.
- Funds reported $145M of Hartford Disciplined US Equity ETF stock for Q3 2025, up 10% quarter-over-quarter.
- 4 funds opened new Hartford Disciplined US Equity ETF positions in Q3 2025 and 6 closed out, a net change of -2 holders.
- The largest Hartford Disciplined US Equity ETF buyer in Q3 2025 was LPL Financial, an estimated $1.32M added.
- The largest Hartford Disciplined US Equity ETF seller in Q3 2025 was Citadel Advisors, an estimated $670K sold.
Based on aggregated 13F filings for Q3 2025.