Hartford Multifactor Emerging Markets ETF
ROAM
25 hedge funds and large institutions have $52.2M invested in Hartford Multifactor Emerging Markets ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 4 closing their positions.
4.89% more ownership
Funds ownership: 71.54% → 76.43% (+4.9%)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
24% less capital invested
Capital invested by funds: $69M → $52.2M (-$16.8M)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LK
Lumbard & Kellner
Hollis,
New Hampshire
|
+$4.54M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.24M |
| 3 |
PA
Paracle Advisors
Mercer Island,
Washington
|
+$629K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$298K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$13.7M |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$2.85M |
| 3 |
Jane Street
New York
|
-$1.47M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$765K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
26
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$2.85M | -120,608 | Closed |
|
27
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$262K | -11,170 | Closed |
|
|
AAS
28
Avantax Advisory Services
Dallas,
Texas
| – | -$215K | -9,151 | Closed |
|
|
GTAM
29
Global Trust Asset Management
West Palm Beach,
Florida
| – | -$8K | -322 | Closed |
|
ROAM Hedge Fund Activity: Q3 2019 in Review
25 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q3 2019, worth a combined $52.2M — down 24% from $69M a quarter earlier.
Fund positioning in ROAM was balanced in Q3 2019: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 12 trimmed.
The largest buyer was Lumbard & Kellner, opening a new position worth an estimated $4.54M. The largest seller was UBS Group, cutting an estimated $13.7M.
- 25 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $52.2M of Hartford Multifactor Emerging Markets ETF stock for Q3 2019, down 24% quarter-over-quarter.
- 4 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q3 2019 and 4 closed out, a net change of 0 holders.
- The largest Hartford Multifactor Emerging Markets ETF buyer in Q3 2019 was Lumbard & Kellner, an estimated $4.54M added.
- The largest Hartford Multifactor Emerging Markets ETF seller in Q3 2019 was UBS Group, an estimated $13.7M sold.
Based on aggregated 13F filings for Q3 2019.