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HDUS

Hartford Disciplined US Equity ETF
HDUS

15 hedge funds and large institutions have $50.8M invested in Hartford Disciplined US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,444% more capital invested

Capital invested by funds: $1.43M → $50.8M (+$49.3M)

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

650% more funds holding

Funds holding: 2 → 15 (+13)

47.72% more ownership

Funds ownership: 23.15% → 70.87% (+48%)

Holders
15
Holders Change
+13
Holders Change %
+650%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$19.4M
2
RJA
Raymond James & Associates
Florida
+$12.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.14M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.69M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.92M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$976K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$20.9M +$19.4M +463,966 +4,191%
RJA
2
Raymond James & Associates
Florida
$12.8M +$12.2M +290,182 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.45M +$6.14M +146,700 New
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.88M +$3.69M +88,185 New
Osaic Holdings
5
Osaic Holdings
Arizona
$3.07M +$2.92M +69,738 New
LPL Financial
6
LPL Financial
California
$894K +$851K +20,331 New
Truist Financial
7
Truist Financial
North Carolina
$560K +$566K +13,526 New
Jane Street
8
Jane Street
New York
$468K +$446K +10,643 New
MW
9
Marcum Wealth
Ohio
$425K +$404K +9,652 New
SFA
10
Source Financial Advisors
New York
$386K +$368K +8,786 New
GM
11
GeoWealth Management
Illinois
$386K +$368K +8,786 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$259K +$247K +5,898 New
VAS
13
Vestmark Advisory Solutions
Massachusetts
$227K +$216K +5,168 New
TPCW
14
TD Private Client Wealth
New York
$106K +$100K +2,400 New
S
15
SignatureFD
Georgia
$3.83K +$3.64K +87 New
Citadel Advisors
16
Citadel Advisors
Florida
– -$976K -23,651 Closed

HDUS Hedge Fund Activity: Q2 2023 in Review

15 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q2 2023, worth a combined $50.8M — up 3,444% from $1.43M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HDUS positions and 1 closed out — a net gain of 13 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $19.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $976K sold.

  • 15 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q2 2023, up from 2 in Q1 2023.
  • Funds reported $50.8M of Hartford Disciplined US Equity ETF stock for Q2 2023, up 3,444% quarter-over-quarter.
  • 14 funds opened new Hartford Disciplined US Equity ETF positions in Q2 2023 and 1 closed out, a net change of +13 holders.
  • The largest Hartford Disciplined US Equity ETF buyer in Q2 2023 was RiverFront Investment Group, an estimated $19.4M added.
  • The largest Hartford Disciplined US Equity ETF seller in Q2 2023 was Citadel Advisors, an estimated $976K sold.

Based on aggregated 13F filings for Q2 2023.