Hartford Disciplined US Equity ETF
HDUS
36 hedge funds and large institutions have $150M invested in Hartford Disciplined US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
9% more funds holding
Funds holding: 33 → 36 (+3)
4% more capital invested
Capital invested by funds: $145M → $150M (+$5.47M)
0.72% less ownership
Funds ownership: 97.62% → 96.9% (-0.72%)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$2.05M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$797K |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$633K |
| 4 |
LPL Financial
San Diego,
California
|
+$406K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$390K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$611K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$269K |
| 3 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$242K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$56.6K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$48.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
26
GAMMA Investing
Foster City,
California
| $35.2K | – | – | – |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $33K | – | – | – |
|
|
MCM
28
MAI Capital Management
Independence,
Ohio
| $25.8K | – | – | – |
|
|
TPCW
29
TD Private Client Wealth
New York
| $17.6K | -$910 | -14 | -5% |
|
30
Rockefeller Capital Management
New York
| $16.1K | +$16.1K | +247 | New |
|
31
Wells Fargo
San Francisco,
California
| $14.9K | +$13.1K | +202 | +777% |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $8.41K | +$8.38K | +129 | New |
|
33
Fidelity Investments
Boston,
Massachusetts
| $7.17K | -$65 | -1 | -0.9% |
|
|
SWM
34
Spire Wealth Management
Mclean,
Virginia
| $6.78K | – | – | – |
|
|
LAM
35
Lummis Asset Management
Fort Worth,
Texas
| $3.98K | +$3.96K | +61 | New |
|
|
AF
36
Allworth Financial
Folsom,
California
| $783 | – | – | – |
|
|
MC
37
Moors & Cabot
Boston,
Massachusetts
| – | -$242K | -3,764 | Closed |
|
|
ASN
38
Advisory Services Network
Atlanta,
Georgia
| – | -$48.1K | -747 | Closed |
|
39
UBS Group
Zurich,
Switzerland
| – | -$837 | -13 | Closed |
|
HDUS Hedge Fund Activity: Q4 2025 in Review
36 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q4 2025, worth a combined $150M — up 3.8% from $145M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HDUS positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $2.05M. The largest seller was Raymond James Financial, cutting an estimated $611K.
- 36 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q4 2025, up from 33 in Q3 2025.
- Funds reported $150M of Hartford Disciplined US Equity ETF stock for Q4 2025, up 3.8% quarter-over-quarter.
- 6 funds opened new Hartford Disciplined US Equity ETF positions in Q4 2025 and 3 closed out, a net change of +3 holders.
- The largest Hartford Disciplined US Equity ETF buyer in Q4 2025 was RiverFront Investment Group, an estimated $2.05M added.
- The largest Hartford Disciplined US Equity ETF seller in Q4 2025 was Raymond James Financial, an estimated $611K sold.
Based on aggregated 13F filings for Q4 2025.