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Hartford Disciplined US Equity ETF

23 hedge funds and large institutions have $90.9M invested in Hartford Disciplined US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
+8
Holders Change %
+53.33%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34M 805,079 +658,379 +449%
RIG
2
RiverFront Investment Group
Virginia
$21.2M 500,225 +25,189 +5%
RJA
3
Raymond James & Associates
Florida
$13.5M 319,981 +29,799 +10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.08M 167,505 +167,505 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$4.71M 111,297 +23,112 +26%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.36M 79,447 +9,709 +14%
Truist Financial
7
Truist Financial
North Carolina
$1.64M 38,703 +25,177 +186%
Stifel Financial
8
Stifel Financial
Missouri
$1.2M 28,330 +28,330 New
LPL Financial
9
LPL Financial
California
$925K 21,867 +1,536 +8%
GM
10
GeoWealth Management
Illinois
$540K 12,766 +3,980 +45%
SFA
11
Source Financial Advisors
New York
$540K 12,766 +3,980 +45%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$490K 11,595 +11,595 New
MW
13
Marcum Wealth
Ohio
$386K 9,127 -525 -5%
Citadel Advisors
14
Citadel Advisors
Florida
$352K 8,331 +8,331 New
WS
15
Wedbush Securities
California
$337K 7,961 +7,961 New
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$266K 6,300 +6,300 New
Comerica Bank
17
Comerica Bank
Texas
$187K 4,433 +4,433 New
TPCW
18
TD Private Client Wealth
New York
$101K 2,379 -21 -0.9%
Morgan Stanley
19
Morgan Stanley
New York
$10.3K 244 +244 New
UBS Group
20
UBS Group
Switzerland
$5.24K 124 +124 New
HI
21
Harbour Investments
Wisconsin
$3.93K 93 +93 New
S
22
SignatureFD
Georgia
$3.68K 87
US Bancorp
23
US Bancorp
Minnesota
$2.33K 55 +55 New
Jane Street
24
Jane Street
New York
-10,643 Closed
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
-5,898 Closed