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Hartford Quality Value ETF

21 hedge funds and large institutions have $26.9M invested in Hartford Quality Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MTC
1
Matrix Trust Company
Colorado
$14.5M -$1.91M -74,552 -12%
MWM
2
Modern Wealth Management
Kansas
$3.81M +$3.81M +148,630 New
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.58M +$1.38M +54,101 +115%
TSMHT
4
Thurston Springer Miller Herd & Titak
Indiana
$1.87M -$860K -33,511 -31%
LPL Financial
5
LPL Financial
California
$1.58M -$494K -19,248 -24%
DC
6
Davenport & Co
Virginia
$691K +$7.98K +311 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$521K +$521K +20,314 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$329K +$329K +12,843 New
BC
9
Bowman & Company
Wisconsin
$234K
EWA
10
EverSource Wealth Advisors
Alabama
$230K
Morgan Stanley
11
Morgan Stanley
New York
$212K
Osaic Holdings
12
Osaic Holdings
Arizona
$94K -$68K -2,788 -42%
GRP
13
Global Retirement Partners
California
$52.7K +$52.7K +2,052 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$46K +$27.8K +1,084 +153%
RF
15
Rossby Financial
Florida
$21.3K
TIM
16
Tortoise Investment Management
New York
$18.2K
PS
17
Principal Securities
Iowa
$15.6K
Wells Fargo
18
Wells Fargo
California
$12.6K
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$9K
Fidelity Investments
20
Fidelity Investments
Massachusetts
$5.59K
TFGT
21
TS Financial Group (TSFG)
Illinois
$4K
SWP
22
Strategic Wealth Partners
Ohio
$3
UBS Group
23
UBS Group
Switzerland
-$296K -11,741 Closed
ARC
24
Advisor Resource Council
Texas
-$261K -10,360 Closed
FFA
25
Farther Finance Advisors
California
-$15.5K -618 Closed