Hartford Multifactor Emerging Markets ETF
ROAM
24 hedge funds and large institutions have $69.1M invested in Hartford Multifactor Emerging Markets ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.
30% more capital invested
Capital invested by funds: $53.2M → $69.1M (+$15.8M)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
0% more funds holding
Funds holding: 24 → 24 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
4.8% less ownership
Funds ownership: 89.17% → 84.37% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$11.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.44M |
| 3 |
PA
Paracle Advisors
Mercer Island,
Washington
|
+$746K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$663K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
-$4.69M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.88M |
| 3 |
Jane Street
New York
|
-$1.31M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$673K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$278K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$1.31M | -59,367 | Closed |
|
|
MIAN
27
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$673K | -29,262 | Closed |
|
|
CFGS
28
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$7.05K | -300 | Closed |
|
ROAM Hedge Fund Activity: Q1 2019 in Review
24 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q1 2019, worth a combined $69.1M — up 30% from $53.2M a quarter earlier.
Fund positioning in ROAM was balanced in Q1 2019: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 7 trimmed.
The largest buyer was UBS Group, adding an estimated $11.2M. The largest seller was Lattice Strategies, cutting an estimated $4.69M.
- 24 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $69.1M of Hartford Multifactor Emerging Markets ETF stock for Q1 2019, up 30% quarter-over-quarter.
- 4 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q1 2019 and 4 closed out, a net change of 0 holders.
- The largest Hartford Multifactor Emerging Markets ETF buyer in Q1 2019 was UBS Group, an estimated $11.2M added.
- The largest Hartford Multifactor Emerging Markets ETF seller in Q1 2019 was Lattice Strategies, an estimated $4.69M sold.
Based on aggregated 13F filings for Q1 2019.