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HDUS

Hartford Disciplined US Equity ETF

33 hedge funds and large institutions have $725M invested in Hartford Disciplined US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

525% more capital invested

Capital invested by funds: $116M → $725M (+$609M)

22% more funds holding

Funds holding: 2733 (+6)

0.65% more ownership

Funds ownership: 94.89%95.54% (+0.65%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
10
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$601M +$6.29K +110 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$39.8M +$241K +4,215 +0.6%
RIG
3
RiverFront Investment Group
Virginia
$37.5M +$2.71M +47,415 +8%
Raymond James Financial
4
Raymond James Financial
Florida
$16M +$16.2M +283,675 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.14M +$27.7K +485 +0.3%
LPL Financial
6
LPL Financial
California
$7.69M +$1.22M +21,383 +19%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$4.89M -$136K -2,372 -3%
Stifel Financial
8
Stifel Financial
Missouri
$1.84M +$20.4K +356 +1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.33M +$1.35M +23,552 New
Citadel Advisors
10
Citadel Advisors
Florida
$1.15M +$1.17M +20,439 New
Truist Financial
11
Truist Financial
North Carolina
$1.06M -$29.9K -522 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$647K -$39.5K -691 -6%
WS
13
Wedbush Securities
California
$364K -$70.1K -1,225 -16%
MW
14
Marcum Wealth
Ohio
$350K -$4.29K -75 -1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$336K +$25.5K +445 +8%
GM
16
GeoWealth Management
Illinois
$298K -$3.6K -63 -1%
SC
17
Savant Capital
Illinois
$298K +$301K +5,269 New
Comerica Bank
18
Comerica Bank
Texas
$222K -$286 -5 -0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$221K -$400 -7 -0.2%
Morgan Stanley
20
Morgan Stanley
New York
$116K +$70.5K +1,233 +151%
TPCW
21
TD Private Client Wealth
New York
$98.6K -$1.6K -28 -2%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$36K +$36.5K +638 New
GI
23
GAMMA Investing
California
$30.5K
HI
24
Harbour Investments
Wisconsin
$28.6K +$172 +3 +0.6%
MCM
25
MAI Capital Management
Ohio
$22.4K +$22.6K +396 New

HDUS Hedge Fund Activity: Q4 2024 in Review

33 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q4 2024, worth a combined $725M — up 525% from $116M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HDUS positions and 1 closed out — a net gain of 9 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $2.71M. The largest seller was Janney Montgomery Scott, cutting an estimated $136K.

  • 33 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q4 2024, up from 27 in Q3 2024.
  • Funds reported $725M of Hartford Disciplined US Equity ETF stock for Q4 2024, up 525% quarter-over-quarter.
  • 10 funds opened new Hartford Disciplined US Equity ETF positions in Q4 2024 and 1 closed out, a net change of +9 holders.
  • The largest Hartford Disciplined US Equity ETF buyer in Q4 2024 was RiverFront Investment Group, an estimated $2.71M added.
  • The largest Hartford Disciplined US Equity ETF seller in Q4 2024 was Janney Montgomery Scott, an estimated $136K sold.

Based on aggregated 13F filings for Q4 2024.