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Hartford Disciplined US Equity ETF

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
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
Name Holding Trade Value Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$20.9M +$20.4M +463,966 +4,191%
RJA
2
Raymond James & Associates
Florida
$12.8M +$12.8M +290,182 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.45M +$6.45M +146,700 New
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.88M +$3.88M +88,185 New
Osaic Holdings
5
Osaic Holdings
Arizona
$3.07M +$3.07M +69,738 New
LPL Financial
6
LPL Financial
California
$894K +$894K +20,331 New
Truist Financial
7
Truist Financial
North Carolina
$560K +$560K +13,526 New
Jane Street
8
Jane Street
New York
$468K +$468K +10,643 New
MW
9
Marcum Wealth
Ohio
$425K +$425K +9,652 New
SFA
10
Source Financial Advisors
New York
$386K +$386K +8,786 New
GM
11
GeoWealth Management
Illinois
$386K +$386K +8,786 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$259K +$259K +5,898 New
VAS
13
Vestmark Advisory Solutions
Massachusetts
$227K +$227K +5,168 New
TPCW
14
TD Private Client Wealth
New York
$106K +$106K +2,400 New
S
15
SignatureFD
Georgia
$3.83K +$3.83K +87 New
Citadel Advisors
16
Citadel Advisors
Florida
-$976K -23,651 Closed