Hartford Multifactor Low Volatility US Equity ETF
LVUS
LVUS was delisted on the 7th of August, 2020.
7 hedge funds and large institutions have $2.25M invested in Hartford Multifactor Low Volatility US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
135% more capital invested
Capital invested by funds: $955K → $2.25M (+$1.29M)
40% more funds holding
Funds holding: 5 → 7 (+2)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.61M |
| 2 |
LPL Financial
San Diego,
California
|
+$393K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$71.1K |
| 4 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$29.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$259K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$14.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.31M | +$1.61M | +54,212 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $540K | +$71.1K | +2,395 | +12% |
|
|
3
LPL Financial
San Diego,
California
| $320K | +$393K | +13,244 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $25K | +$30.4K | +1,023 | New |
|
|
GSWM
5
Golden State Wealth Management
Santa Ana,
California
| $24K | +$29.7K | +1,000 | New |
|
6
Bank of America
Charlotte,
North Carolina
| $19K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $11K | -$14.9K | -501 | -52% |
|
|
FAIM
8
Financial Advocates Investment Management
Olympia,
Washington
| – | -$259K | -8,136 | Closed |
|
LVUS Hedge Fund Activity: Q1 2020 in Review
7 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Low Volatility US Equity ETF (LVUS) for Q1 2020, worth a combined $2.25M — up 135% from $955K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LVUS positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.61M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $259K sold.
- 7 institutional investors held Hartford Multifactor Low Volatility US Equity ETF (LVUS) as of Q1 2020, up from 5 in Q4 2019.
- Funds reported $2.25M of Hartford Multifactor Low Volatility US Equity ETF stock for Q1 2020, up 135% quarter-over-quarter.
- 4 funds opened new Hartford Multifactor Low Volatility US Equity ETF positions in Q1 2020 and 1 closed out, a net change of +3 holders.
- The largest Hartford Multifactor Low Volatility US Equity ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $1.61M added.
- The largest Hartford Multifactor Low Volatility US Equity ETF seller in Q1 2020 was Financial Advocates Investment Management, an estimated $259K sold.
Based on aggregated 13F filings for Q1 2020.