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Hartford Disciplined US Equity ETF

35 hedge funds and large institutions have $131M invested in Hartford Disciplined US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$41.9M -$1.17M -19,721 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.1M -$3.77M -63,315 -9%
LPL Financial
3
LPL Financial
California
$16.4M -$202K -3,400 -1%
Raymond James Financial
4
Raymond James Financial
Florida
$14M -$2.63M -44,152 -16%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.7M -$879K -14,764 -9%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.09M -$1.04M -17,435 -20%
Stifel Financial
7
Stifel Financial
Missouri
$1.93M -$22.8K -383 -1%
Truist Financial
8
Truist Financial
North Carolina
$980K -$111K -1,857 -10%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$973K +$176K +2,957 +22%
Citadel Advisors
10
Citadel Advisors
Florida
$670K +$670K +11,250 New
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$628K -$5.71K -96 -0.9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$440K +$41.5K +698 +10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$432K +$207K +3,475 +92%
WS
14
Wedbush Securities
California
$366K +$13.6K +229 +4%
SFS
15
Sowell Financial Services
Arkansas
$313K -$16.2K -272 -5%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$283K +$283K +4,693 New
SC
17
Savant Capital
Illinois
$224K -$62.4K -1,048 -22%
GM
18
GeoWealth Management
Illinois
$224K -$62.5K -1,050 -22%
Comerica Bank
19
Comerica Bank
Texas
$202K -$22.1K -372 -10%
UBS Group
20
UBS Group
Switzerland
$135K +$86.4K +1,452 +177%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$116K +$44.9K +758 +63%
Morgan Stanley
22
Morgan Stanley
New York
$70.2K -$53.5K -899 -43%
AGWCA
23
Annis Gardner Whiting Capital Advisors
Florida
$64.1K +$64.1K +1,077 New
TPCW
24
TD Private Client Wealth
New York
$40.9K -$63K -1,058 -61%
GI
25
GAMMA Investing
California
$32.1K