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HDUS

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

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

9% more funds holding

Funds holding: 3336 (+3)

1.8% less ownership

Funds ownership: 95.54%93.74% (-1.8%)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

82% less capital invested

Capital invested by funds: $725M → $128M (-$597M)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.48%
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
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$39.2M +$3.43M +60,507 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.1M -$81.6K -1,439 -0.2%
Raymond James Financial
3
Raymond James Financial
Florida
$15.1M -$272K -4,793 -2%
LPL Financial
4
LPL Financial
California
$15.1M +$8.08M +142,529 +105%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.71M -$52K -917 -0.6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.66M -$26.7K -470 -0.5%
Stifel Financial
7
Stifel Financial
Missouri
$1.78M +$16.1K +284 +0.9%
Truist Financial
8
Truist Financial
North Carolina
$992K -$23.4K -413 -2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$796K -$502K -8,846 -38%
JP Morgan Chase
10
JP Morgan Chase
New York
$725K +$110K +1,943 +17%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$576K
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$363K +$42.2K +744 +12%
MW
13
Marcum Wealth
Ohio
$321K -$15K -264 -4%
WS
14
Wedbush Securities
California
$320K -$30.2K -532 -8%
SFS
15
Sowell Financial Services
Arkansas
$300K +$314K +5,539 New
GM
16
GeoWealth Management
Illinois
$260K -$26.2K -462 -9%
SC
17
Savant Capital
Illinois
$260K -$26.2K -462 -9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$204K -$7.83K -138 -4%
Comerica Bank
19
Comerica Bank
Texas
$204K -$8.9K -157 -4%
Morgan Stanley
20
Morgan Stanley
New York
$113K +$1.59K +28 +1%
TPCW
21
TD Private Client Wealth
New York
$94.5K
Jones Financial Companies
22
Jones Financial Companies
Missouri
$64.4K +$31.7K +559 +88%
UBS Group
23
UBS Group
Switzerland
$44.4K +$46.5K +820 New
Bank of America
24
Bank of America
North Carolina
$36.8K +$38.5K +679 New
GI
25
GAMMA Investing
California
$29.2K

HDUS Hedge Fund Activity: Q1 2025 in Review

36 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q1 2025, worth a combined $128M — down 82% from $725M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HDUS positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.08M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.15M sold.

  • 36 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q1 2025, up from 33 in Q4 2024.
  • Funds reported $128M of Hartford Disciplined US Equity ETF stock for Q1 2025, down 82% quarter-over-quarter.
  • 5 funds opened new Hartford Disciplined US Equity ETF positions in Q1 2025 and 2 closed out, a net change of +3 holders.
  • The largest Hartford Disciplined US Equity ETF buyer in Q1 2025 was LPL Financial, an estimated $8.08M added.
  • The largest Hartford Disciplined US Equity ETF seller in Q1 2025 was Citadel Advisors, an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2025.