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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
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
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$37.3M -$100K -2,154 -0.3%
RIG
2
RiverFront Investment Group
Virginia
$24.5M +$1.25M +26,806 +5%
RJA
3
Raymond James & Associates
Florida
$14.6M -$244K -5,245 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.08M +$291K +6,269 +4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.3M +$126K +2,714 +2%
Truist Financial
6
Truist Financial
North Carolina
$1.82M +$22.9K +493 +1%
Stifel Financial
7
Stifel Financial
Missouri
$1.62M +$305K +6,570 +23%
LPL Financial
8
LPL Financial
California
$1.06M +$42.2K +909 +4%
GM
9
GeoWealth Management
Illinois
$588K -$5.58K -120 -0.9%
SFA
10
Source Financial Advisors
New York
$588K -$5.58K -120 -0.9%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$443K +$151K +3,242 +51%
MW
12
Marcum Wealth
Ohio
$399K -$24.8K -534 -6%
WS
13
Wedbush Securities
California
$335K -$35.3K -758 -10%
GFA
14
Gallagher Fiduciary Advisors
Illinois
$209K +$209K +4,498 New
Comerica Bank
15
Comerica Bank
Texas
$206K
Osaic Holdings
16
Osaic Holdings
Arizona
$182K -$3.51M -75,531 -95%
TPCW
17
TD Private Client Wealth
New York
$63.9K -$46.7K -1,005 -42%
Bank of America
18
Bank of America
North Carolina
$31.6K +$31.6K +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 -$8.92K -192 -79%
Wells Fargo
23
Wells Fargo
California
$1.35K +$1.35K +29 New
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
-$490K -11,595 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$352K -8,331 Closed