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HDUS

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

4.35% more ownership

Funds ownership: 93.74%98.09% (+4.4%)

2% more capital invested

Capital invested by funds: $128M → $131M (+$2.98M)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 3635 (-1)

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.46%
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
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$41.9M -$1.09M -19,721 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.1M -$3.5M -63,315 -9%
LPL Financial
3
LPL Financial
California
$16.4M -$188K -3,400 -1%
Raymond James Financial
4
Raymond James Financial
Florida
$14M -$2.44M -44,152 -16%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.7M -$817K -14,764 -9%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.09M -$965K -17,435 -20%
Stifel Financial
7
Stifel Financial
Missouri
$1.93M -$21.2K -383 -1%
Truist Financial
8
Truist Financial
North Carolina
$980K -$103K -1,857 -10%
JP Morgan Chase
9
JP Morgan Chase
New York
$973K +$164K +2,957 +22%
Citadel Advisors
10
Citadel Advisors
Florida
$670K +$623K +11,250 New
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$628K -$5.31K -96 -0.9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$440K +$38.6K +698 +10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$432K +$192K +3,475 +92%
WS
14
Wedbush Securities
California
$366K +$12.7K +229 +4%
SFS
15
Sowell Financial Services
Arkansas
$313K -$15.1K -272 -5%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$283K +$260K +4,693 New
SC
17
Savant Capital
Illinois
$224K -$58K -1,048 -22%
GM
18
GeoWealth Management
Illinois
$224K -$58.1K -1,050 -22%
Comerica Bank
19
Comerica Bank
Texas
$202K -$20.6K -372 -10%
UBS Group
20
UBS Group
Switzerland
$135K +$80.4K +1,452 +177%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$116K +$42K +758 +63%
Morgan Stanley
22
Morgan Stanley
New York
$70.2K -$49.8K -899 -43%
AGWCA
23
Annis Gardner Whiting Capital Advisors
Florida
$64.1K +$59.6K +1,077 New
TPCW
24
TD Private Client Wealth
New York
$40.9K -$58.6K -1,058 -61%
GI
25
GAMMA Investing
California
$32.1K

HDUS Hedge Fund Activity: Q2 2025 in Review

35 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q2 2025, worth a combined $131M — up 2.3% from $128M a quarter earlier.

Fund positioning in HDUS was balanced in Q2 2025: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 17 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $623K. The largest seller was Envestnet Asset Management, cutting an estimated $3.5M.

  • 35 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q2 2025, down from 36 in Q1 2025.
  • Funds reported $131M of Hartford Disciplined US Equity ETF stock for Q2 2025, up 2.3% quarter-over-quarter.
  • 5 funds opened new Hartford Disciplined US Equity ETF positions in Q2 2025 and 5 closed out, a net change of 0 holders.
  • The largest Hartford Disciplined US Equity ETF buyer in Q2 2025 was Citadel Advisors, an estimated $623K added.
  • The largest Hartford Disciplined US Equity ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $3.5M sold.

Based on aggregated 13F filings for Q2 2025.