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HDUS

Hartford Disciplined US Equity ETF

36 hedge funds and large institutions have $150M invested in Hartford Disciplined US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

9% more funds holding

Funds holding: 3336 (+3)

4% more capital invested

Capital invested by funds: $145M → $150M (+$5.47M)

0.72% less ownership

Funds ownership: 97.62%96.9% (-0.72%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$49.3M +$2.05M +31,578 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.2M +$390K +6,005 +0.9%
LPL Financial
3
LPL Financial
California
$19.7M +$406K +6,247 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$14.6M -$611K -9,407 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.13M -$269K -4,139 -3%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.48M -$56.6K -871 -1%
Stifel Financial
7
Stifel Financial
Missouri
$2.09M -$29.8K -459 -1%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.28M +$83.3K +1,282 +7%
Truist Financial
9
Truist Financial
North Carolina
$1.09M +$19.2K +295 +2%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$940K +$633K +9,740 +208%
Citadel Advisors
11
Citadel Advisors
Florida
$799K +$797K +12,254 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$795K +$120K +1,847 +18%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$649K -$38.4K -590 -6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$497K +$21.5K +330 +5%
SFS
15
Sowell Financial Services
Arkansas
$341K -$2.4K -37 -0.7%
P
16
&Partners
Tennessee
$336K +$335K +5,153 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$334K +$1.69K +26 +0.5%
WS
18
Wedbush Securities
California
$247K -$13K -200 -5%
NAS
19
Nicolet Advisory Services
Wisconsin
$235K +$20.5K +316 +10%
SC
20
Savant Capital
Illinois
$234K -$18.7K -288 -7%
Comerica Bank
21
Comerica Bank
Texas
$207K -$10.5K -161 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$121K -$2.6K -40 -2%
PTC
23
Private Trust Company
Ohio
$121K +$13.2K +203 +12%
AGWCA
24
Annis Gardner Whiting Capital Advisors
Florida
$69.6K +$69.4K +1,067 New
Morgan Stanley
25
Morgan Stanley
New York
$69.4K -$7.41K -114 -10%

HDUS Hedge Fund Activity: Q4 2025 in Review

36 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q4 2025, worth a combined $150M — up 3.8% from $145M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HDUS positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $2.05M. The largest seller was Raymond James Financial, cutting an estimated $611K.

  • 36 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q4 2025, up from 33 in Q3 2025.
  • Funds reported $150M of Hartford Disciplined US Equity ETF stock for Q4 2025, up 3.8% quarter-over-quarter.
  • 6 funds opened new Hartford Disciplined US Equity ETF positions in Q4 2025 and 3 closed out, a net change of +3 holders.
  • The largest Hartford Disciplined US Equity ETF buyer in Q4 2025 was RiverFront Investment Group, an estimated $2.05M added.
  • The largest Hartford Disciplined US Equity ETF seller in Q4 2025 was Raymond James Financial, an estimated $611K sold.

Based on aggregated 13F filings for Q4 2025.