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HDUS

Hartford Disciplined US Equity ETF

30 hedge funds and large institutions have $119M invested in Hartford Disciplined US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $110M → $119M (+$8.62M)

3% more funds holding

Funds holding: 2930 (+1)

0.21% more ownership

Funds ownership: 96.21%96.42% (+0.21%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$42.9M +$994K +19,626 +2%
RIG
2
RiverFront Investment Group
Virginia
$33.8M +$3.19M +62,971 +11%
RJA
3
Raymond James & Associates
Florida
$16.8M +$459K +9,064 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.21M -$397K -7,839 -4%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.61M -$344K -6,796 -6%
LPL Financial
6
LPL Financial
California
$1.92M +$439K +8,680 +31%
Stifel Financial
7
Stifel Financial
Missouri
$1.73M -$57K -1,125 -3%
Truist Financial
8
Truist Financial
North Carolina
$1.32M -$54.6K -1,078 -4%
Citadel Advisors
9
Citadel Advisors
Florida
$986K +$745K +14,708 +359%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$606K +$577K +11,388 New
JP Morgan Chase
11
JP Morgan Chase
New York
$590K -$1.01K -20 -0.2%
MW
12
Marcum Wealth
Ohio
$411K -$14.7K -291 -4%
WS
13
Wedbush Securities
California
$395K -$3.7K -73 -1%
GM
14
GeoWealth Management
Illinois
$370K +$101 +2 +0%
SFA
15
Source Financial Advisors
New York
$370K +$101 +2 +0%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$287K -$1.87K -37 -0.7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$265K -$760 -15 -0.3%
GFA
18
Gallagher Fiduciary Advisors
Illinois
$245K -$1.22K -24 -0.5%
AI
19
Atria Investments
North Carolina
$241K +$233K +4,606 New
Comerica Bank
20
Comerica Bank
Texas
$216K -$15.2K -301 -7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$204K +$198K +3,901 New
TPCW
22
TD Private Client Wealth
New York
$142K +$5.47K +108 +4%
GI
23
GAMMA Investing
California
$28.3K +$27.3K +540 New
Morgan Stanley
24
Morgan Stanley
New York
$24.2K +$23.3K +460 +23,000%
Bank of America
25
Bank of America
North Carolina
$12.7K +$12.3K +242 New

HDUS Hedge Fund Activity: Q2 2024 in Review

30 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q2 2024, worth a combined $119M — up 7.8% from $110M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HDUS positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $3.19M. The largest seller was Rockefeller Capital Management, exiting entirely with an estimated $651K sold.

  • 30 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q2 2024, up from 29 in Q1 2024.
  • Funds reported $119M of Hartford Disciplined US Equity ETF stock for Q2 2024, up 7.8% quarter-over-quarter.
  • 6 funds opened new Hartford Disciplined US Equity ETF positions in Q2 2024 and 4 closed out, a net change of +2 holders.
  • The largest Hartford Disciplined US Equity ETF buyer in Q2 2024 was RiverFront Investment Group, an estimated $3.19M added.
  • The largest Hartford Disciplined US Equity ETF seller in Q2 2024 was Rockefeller Capital Management, an estimated $651K sold.

Based on aggregated 13F filings for Q2 2024.