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HDUS

Hartford Disciplined US Equity ETF

33 hedge funds and large institutions have $145M invested in Hartford Disciplined US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

10% more capital invested

Capital invested by funds: $131M → $145M (+$13.2M)

0.48% less ownership

Funds ownership: 98.09%97.62% (-0.48%)

6% less funds holding

Funds holding: 3533 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$46.7M +$1.31M +21,097 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.3M +$51K +824 +0.1%
LPL Financial
3
LPL Financial
California
$19.1M +$1.32M +21,291 +8%
Raymond James Financial
4
Raymond James Financial
Florida
$15M -$121K -1,952 -0.8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.28M -$124K -2,000 -1%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.48M +$52.1K +841 +1%
Stifel Financial
7
Stifel Financial
Missouri
$2.09M +$5.82K +94 +0.3%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.18M +$126K +2,030 +12%
Truist Financial
9
Truist Financial
North Carolina
$1.05M -$6.69K -108 -0.7%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$679K -$124 -2 -0%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$666K +$192K +3,098 +43%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$470K -$6.26K -101 -1%
SFS
13
Sowell Financial Services
Arkansas
$339K +$248 +4 +0.1%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$324K +$20.8K +335 +7%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$299K +$168K +2,720 +139%
WS
16
Wedbush Securities
California
$257K -$134K -2,163 -35%
SC
17
Savant Capital
Illinois
$250K +$7.43K +120 +3%
MC
18
Moors & Cabot
Massachusetts
$242K +$233K +3,764 New
Comerica Bank
19
Comerica Bank
Texas
$215K -$3.47K -56 -2%
NAS
20
Nicolet Advisory Services
Wisconsin
$208K +$200K +3,230 New
Osaic Holdings
21
Osaic Holdings
Arizona
$119K +$92.9K +1,500 +372%
PTC
22
Private Trust Company
Ohio
$107K +$103K +1,658 New
Morgan Stanley
23
Morgan Stanley
New York
$75.8K -$186 -3 -0.3%
ASN
24
Advisory Services Network
Georgia
$48.1K +$46.3K +747 New
GI
25
GAMMA Investing
California
$34.8K

HDUS Hedge Fund Activity: Q3 2025 in Review

33 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q3 2025, worth a combined $145M — up 10% from $131M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HDUS and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 13 added.

The largest buyer was LPL Financial, adding an estimated $1.32M. The largest seller was Citadel Advisors, exiting entirely with an estimated $670K sold.

  • 33 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q3 2025, down from 35 in Q2 2025.
  • Funds reported $145M of Hartford Disciplined US Equity ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 4 funds opened new Hartford Disciplined US Equity ETF positions in Q3 2025 and 6 closed out, a net change of -2 holders.
  • The largest Hartford Disciplined US Equity ETF buyer in Q3 2025 was LPL Financial, an estimated $1.32M added.
  • The largest Hartford Disciplined US Equity ETF seller in Q3 2025 was Citadel Advisors, an estimated $670K sold.

Based on aggregated 13F filings for Q3 2025.