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HDUS

Hartford Disciplined US Equity ETF

23 hedge funds and large institutions have $97.4M invested in Hartford Disciplined US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $90.9M → $97.4M (+$6.5M)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

4.77% less ownership

Funds ownership: 100.88%96.11% (-4.8%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$37.3M -$94.4K -2,154 -0.3%
RIG
2
RiverFront Investment Group
Virginia
$24.5M +$1.17M +26,806 +5%
RJA
3
Raymond James & Associates
Florida
$14.6M -$230K -5,245 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.08M +$275K +6,269 +4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.3M +$119K +2,714 +2%
Truist Financial
6
Truist Financial
North Carolina
$1.82M +$21.6K +493 +1%
Stifel Financial
7
Stifel Financial
Missouri
$1.62M +$288K +6,570 +23%
LPL Financial
8
LPL Financial
California
$1.06M +$39.8K +909 +4%
GM
9
GeoWealth Management
Illinois
$588K -$5.26K -120 -0.9%
SFA
10
Source Financial Advisors
New York
$588K -$5.26K -120 -0.9%
JP Morgan Chase
11
JP Morgan Chase
New York
$443K +$142K +3,242 +51%
MW
12
Marcum Wealth
Ohio
$399K -$23.4K -534 -6%
WS
13
Wedbush Securities
California
$335K -$33.2K -758 -10%
GFA
14
Gallagher Fiduciary Advisors
Illinois
$209K +$197K +4,498 New
Comerica Bank
15
Comerica Bank
Texas
$206K
Osaic Holdings
16
Osaic Holdings
Arizona
$182K -$3.31M -75,531 -95%
TPCW
17
TD Private Client Wealth
New York
$63.9K -$44K -1,005 -42%
Bank of America
18
Bank of America
North Carolina
$31.6K +$29.8K +681 New
HI
19
Harbour Investments
Wisconsin
$4.32K
S
20
SignatureFD
Georgia
$4.04K
US Bancorp
21
US Bancorp
Minnesota
$2.56K
Morgan Stanley
22
Morgan Stanley
New York
$2.42K -$8.41K -192 -79%
Wells Fargo
23
Wells Fargo
California
$1.35K +$1.27K +29 New
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
-$490K -11,595 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$352K -8,331 Closed

HDUS Hedge Fund Activity: Q4 2023 in Review

23 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q4 2023, worth a combined $97.4M — up 7.2% from $90.9M a quarter earlier.

Fund positioning in HDUS was balanced in Q4 2023: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 9 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $1.17M. The largest seller was Osaic Holdings, cutting an estimated $3.31M.

  • 23 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $97.4M of Hartford Disciplined US Equity ETF stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 3 funds opened new Hartford Disciplined US Equity ETF positions in Q4 2023 and 3 closed out, a net change of 0 holders.
  • The largest Hartford Disciplined US Equity ETF buyer in Q4 2023 was RiverFront Investment Group, an estimated $1.17M added.
  • The largest Hartford Disciplined US Equity ETF seller in Q4 2023 was Osaic Holdings, an estimated $3.31M sold.

Based on aggregated 13F filings for Q4 2023.