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HDUS

Hartford Disciplined US Equity ETF

35 hedge funds and large institutions have $155M invested in Hartford Disciplined US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more capital invested

Capital invested by funds: $150M → $155M (+$4.6M)

1.71% less ownership

Funds ownership: 96.9%95.18% (-1.7%)

3% less funds holding

Funds holding: 3635 (-1)

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$51.9M +$4.32M +66,027 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$42.2M +$1.44M +22,053 +3%
LPL Financial
3
LPL Financial
California
$20.6M +$1.58M +24,181 +8%
Raymond James Financial
4
Raymond James Financial
Florida
$14.5M +$371K +5,671 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.88M +$51.5K +786 +0.6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.36M +$21.7K +331 +0.5%
Stifel Financial
7
Stifel Financial
Missouri
$2.1M +$73.9K +1,128 +4%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$1.91M +$1.08M +16,518 +115%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.24M +$31.9K +487 +2%
Truist Financial
10
Truist Financial
North Carolina
$1.03M -$23.5K -359 -2%
Jane Street
11
Jane Street
New York
$878K +$911K +13,918 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$807K +$39K +596 +5%
Citadel Advisors
13
Citadel Advisors
Florida
$633K -$145K -2,221 -18%
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$629K
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$486K +$4.98K +76 +1%
P
16
&Partners
Tennessee
$365K +$41.5K +634 +12%
SFS
17
Sowell Financial Services
Arkansas
$337K +$7.33K +112 +2%
KWM
18
Kingsview Wealth Management
Oregon
$264K +$274K +4,190 New
WS
19
Wedbush Securities
California
$229K -$9.89K -151 -4%
NB
20
Nicolet Bankshares
Wisconsin
$226K +$233K +3,557 New
SC
21
Savant Capital
Illinois
$222K -$5.17K -79 -2%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$201K +$208K +3,178 New
Osaic Holdings
23
Osaic Holdings
Arizona
$125K +$7.2K +110 +6%
PTC
24
Private Trust Company
Ohio
$117K
AGWCA
25
Annis Gardner Whiting Capital Advisors
Florida
$66.8K -$524 -8 -0.7%

HDUS Hedge Fund Activity: Q1 2026 in Review

35 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q1 2026, worth a combined $155M — up 3.1% from $150M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HDUS positions and 5 closed out — a net gain of 1 holder — while 16 added to existing stakes and 6 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $4.32M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $334K sold.

  • 35 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q1 2026, down from 36 in Q4 2025.
  • Funds reported $155M of Hartford Disciplined US Equity ETF stock for Q1 2026, up 3.1% quarter-over-quarter.
  • 6 funds opened new Hartford Disciplined US Equity ETF positions in Q1 2026 and 5 closed out, a net change of +1 holder.
  • The largest Hartford Disciplined US Equity ETF buyer in Q1 2026 was RiverFront Investment Group, an estimated $4.32M added.
  • The largest Hartford Disciplined US Equity ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $334K sold.

Based on aggregated 13F filings for Q1 2026.