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HDUS

Hartford Disciplined US Equity ETF

29 hedge funds and large institutions have $110M invested in Hartford Disciplined US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

26% more funds holding

Funds holding: 2329 (+6)

13% more capital invested

Capital invested by funds: $97.4M → $110M (+$12.8M)

0.1% more ownership

Funds ownership: 96.11%96.21% (+0.1%)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$40.7M -$165K -3,397 -0.4%
RIG
2
RiverFront Investment Group
Virginia
$29.7M +$2.7M +55,820 +11%
RJA
3
Raymond James & Associates
Florida
$15.8M -$182K -3,760 -1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.34M +$471K +9,717 +6%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.8M -$4.84K -100 -0.1%
Stifel Financial
6
Stifel Financial
Missouri
$1.74M -$33.4K -690 -2%
LPL Financial
7
LPL Financial
California
$1.42M +$247K +5,101 +22%
Truist Financial
8
Truist Financial
North Carolina
$1.33M -$631K -13,019 -33%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$651K +$619K +12,789 New
JP Morgan Chase
10
JP Morgan Chase
New York
$574K +$84.2K +1,738 +18%
MW
11
Marcum Wealth
Ohio
$414K -$22K -455 -5%
WS
12
Wedbush Securities
California
$388K +$20.1K +414 +6%
GM
13
GeoWealth Management
Illinois
$359K -$270K -5,583 -44%
SFA
14
Source Financial Advisors
New York
$359K -$270K -5,583 -44%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$281K +$267K +5,520 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$258K +$246K +5,077 New
GFA
17
Gallagher Fiduciary Advisors
Illinois
$239K +$10.1K +209 +5%
CAN
18
Cetera Advisor Networks
California
$228K +$217K +4,476 New
Comerica Bank
19
Comerica Bank
Texas
$225K -$339 -7 -0.2%
Citadel Advisors
20
Citadel Advisors
Florida
$209K +$199K +4,100 New
TPCW
21
TD Private Client Wealth
New York
$133K +$59.7K +1,233 +90%
Wells Fargo
22
Wells Fargo
California
$12.3K +$10.3K +213 +734%
EWA
23
EverSource Wealth Advisors
Alabama
$11.5K +$11.4K +236 New
CWC
24
Carolinas Wealth Consulting
North Carolina
$5.6K +$5.33K +110 New
HI
25
Harbour Investments
Wisconsin
$4.73K

HDUS Hedge Fund Activity: Q1 2024 in Review

29 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q1 2024, worth a combined $110M — up 13% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HDUS positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $2.7M. The largest seller was Truist Financial, cutting an estimated $631K.

  • 29 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q1 2024, up from 23 in Q4 2023.
  • Funds reported $110M of Hartford Disciplined US Equity ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 7 funds opened new Hartford Disciplined US Equity ETF positions in Q1 2024 and 1 closed out, a net change of +6 holders.
  • The largest Hartford Disciplined US Equity ETF buyer in Q1 2024 was RiverFront Investment Group, an estimated $2.7M added.
  • The largest Hartford Disciplined US Equity ETF seller in Q1 2024 was Truist Financial, an estimated $631K sold.

Based on aggregated 13F filings for Q1 2024.