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HDUS

Hartford Disciplined US Equity ETF

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

2% less capital invested

Capital invested by funds: $119M → $116M (-$2.7M)

1.53% less ownership

Funds ownership: 96.42%94.89% (-1.5%)

10% less funds holding

Funds holding: 3027 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39M -$6.34M -118,425 -14%
RIG
2
RiverFront Investment Group
Virginia
$34.2M -$1.61M -30,045 -5%
RJA
3
Raymond James & Associates
Florida
$15.8M -$1.88M -35,138 -11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.97M -$766K -14,312 -8%
LPL Financial
5
LPL Financial
California
$6.38M +$4.18M +78,110 +214%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.95M -$970K -18,114 -17%
Stifel Financial
7
Stifel Financial
Missouri
$1.79M -$48.6K -907 -3%
Truist Financial
8
Truist Financial
North Carolina
$1.07M -$313K -5,848 -23%
JP Morgan Chase
9
JP Morgan Chase
New York
$675K +$47.2K +881 +8%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$586K -$45.6K -851 -7%
WS
11
Wedbush Securities
California
$427K +$7.12K +133 +2%
MW
12
Marcum Wealth
Ohio
$348K -$84.8K -1,584 -20%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$306K +$1.45K +27 +0.5%
GM
14
GeoWealth Management
Illinois
$296K -$92.8K -1,733 -25%
SFA
15
Source Financial Advisors
New York
$296K -$92.8K -1,733 -25%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$281K -$643 -12 -0.2%
Comerica Bank
17
Comerica Bank
Texas
$218K -$10.5K -196 -5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$218K +$1.02K +19 +0.5%
TPCW
19
TD Private Client Wealth
New York
$98.6K -$50.4K -941 -35%
Morgan Stanley
20
Morgan Stanley
New York
$45.5K +$19.1K +356 +77%
GI
21
GAMMA Investing
California
$30K
HI
22
Harbour Investments
Wisconsin
$28K +$26.9K +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 +$3.53K +66 New

HDUS Hedge Fund Activity: Q3 2024 in Review

27 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q3 2024, worth a combined $116M — down 2.3% from $119M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of HDUS and 2 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 6 added.

The largest buyer was LPL Financial, adding an estimated $4.18M. The largest seller was Envestnet Asset Management, cutting an estimated $6.34M.

  • 27 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q3 2024, down from 30 in Q2 2024.
  • Funds reported $116M of Hartford Disciplined US Equity ETF stock for Q3 2024, down 2.3% quarter-over-quarter.
  • 2 funds opened new Hartford Disciplined US Equity ETF positions in Q3 2024 and 5 closed out, a net change of -3 holders.
  • The largest Hartford Disciplined US Equity ETF buyer in Q3 2024 was LPL Financial, an estimated $4.18M added.
  • The largest Hartford Disciplined US Equity ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $6.34M sold.

Based on aggregated 13F filings for Q3 2024.