HDUS icon

Hartford Disciplined US Equity ETF
HDUS

Overview Fund Activity

27 hedge funds and large institutions have $116M invested in Hartford Disciplined US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$6.38M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$675K
3
HI
Harbour Investments
Wisconsin
$28K
4
Morgan Stanley
Morgan Stanley
New York
$45.5K
5
WS
Wedbush Securities
California
$427K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39M
2
RJA
Raymond James & Associates
Florida
$15.8M
3
RIG
RiverFront Investment Group
Virginia
$34.2M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.95M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39M -$6.58M -118,425 -14%
RIG
2
RiverFront Investment Group
Virginia
$34.2M -$1.67M -30,045 -5%
RJA
3
Raymond James & Associates
Florida
$15.8M -$1.95M -35,138 -11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.97M -$796K -14,312 -8%
LPL Financial
5
LPL Financial
California
$6.38M +$4.34M +78,110 +214%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.95M -$1.01M -18,114 -17%
Stifel Financial
7
Stifel Financial
Missouri
$1.79M -$50.4K -907 -3%
Truist Financial
8
Truist Financial
North Carolina
$1.07M -$325K -5,848 -23%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$675K +$49K +881 +8%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$586K -$47.3K -851 -7%
WS
11
Wedbush Securities
California
$427K +$7.4K +133 +2%
MW
12
Marcum Wealth
Ohio
$348K -$88.1K -1,584 -20%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$306K +$1.5K +27 +0.5%
GM
14
GeoWealth Management
Illinois
$296K -$96.4K -1,733 -25%
SFA
15
Source Financial Advisors
New York
$296K -$96.4K -1,733 -25%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$281K -$667 -12 -0.2%
Comerica Bank
17
Comerica Bank
Texas
$218K -$10.9K -196 -5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$218K +$1.06K +19 +0.5%
TPCW
19
TD Private Client Wealth
New York
$98.6K -$52.3K -941 -35%
Morgan Stanley
20
Morgan Stanley
New York
$45.5K +$19.8K +356 +77%
GI
21
GAMMA Investing
California
$30K – – –
HI
22
Harbour Investments
Wisconsin
$28K +$28K +503 New
CWC
23
Carolinas Wealth Consulting
North Carolina
$6.12K – – –
S
24
SignatureFD
Georgia
$4.84K – – –
UBS Group
25
UBS Group
Switzerland
$3.67K +$3.67K +66 New
1
2