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Hartford Disciplined US Equity ETF

36 hedge funds and large institutions have $128M invested in Hartford Disciplined US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$39.2M +$3.28M +60,507 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.1M -$77.9K -1,439 -0.2%
Raymond James Financial
3
Raymond James Financial
Florida
$15.1M -$259K -4,793 -2%
LPL Financial
4
LPL Financial
California
$15.1M +$7.72M +142,529 +105%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.71M -$49.6K -917 -0.6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.66M -$25.4K -470 -0.5%
Stifel Financial
7
Stifel Financial
Missouri
$1.78M +$15.4K +284 +0.9%
Truist Financial
8
Truist Financial
North Carolina
$992K -$22.4K -413 -2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$796K -$479K -8,846 -38%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$725K +$105K +1,943 +17%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$576K
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$363K +$40.3K +744 +12%
MW
13
Marcum Wealth
Ohio
$321K -$14.3K -264 -4%
WS
14
Wedbush Securities
California
$320K -$28.8K -532 -8%
SFS
15
Sowell Financial Services
Arkansas
$300K +$300K +5,539 New
SC
16
Savant Capital
Illinois
$260K -$25K -462 -9%
GM
17
GeoWealth Management
Illinois
$260K -$25K -462 -9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$204K -$7.46K -138 -4%
Comerica Bank
19
Comerica Bank
Texas
$204K -$8.5K -157 -4%
Morgan Stanley
20
Morgan Stanley
New York
$113K +$1.52K +28 +1%
TPCW
21
TD Private Client Wealth
New York
$94.5K
Jones Financial Companies
22
Jones Financial Companies
Missouri
$64.4K +$30.1K +559 +88%
UBS Group
23
UBS Group
Switzerland
$44.4K +$44.4K +820 New
Bank of America
24
Bank of America
North Carolina
$36.8K +$36.8K +679 New
GI
25
GAMMA Investing
California
$29.2K