Hartford Multifactor Emerging Markets ETF
ROAM
22 hedge funds and large institutions have $25.4M invested in Hartford Multifactor Emerging Markets ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 6 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
27% more capital invested
Capital invested by funds: $20.1M → $25.4M (+$5.34M)
4.43% more ownership
Funds ownership: 75.79% → 80.22% (+4.4%)
19% less funds holding
Funds holding: 27 → 22 (-5)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$4.94M |
| 2 |
SA
Scarborough Advisors
Annapolis,
Maryland
|
+$1.58M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.54M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$1.48M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.91M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.05M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$891K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$862K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$314K | -13,000 | Closed |
|
27
Comerica Bank
Dallas,
Texas
| – | -$2.95K | -122 | Closed |
|
28
UBS Group
Zurich,
Switzerland
| – | -$48 | -2 | Closed |
|
ROAM Hedge Fund Activity: Q3 2024 in Review
22 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q3 2024, worth a combined $25.4M — up 27% from $20.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of ROAM and 1 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 11 added.
The largest buyer was Stratos Wealth Partners, adding an estimated $4.94M. The largest seller was Wells Fargo, cutting an estimated $1.91M.
- 22 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q3 2024, down from 27 in Q2 2024.
- Funds reported $25.4M of Hartford Multifactor Emerging Markets ETF stock for Q3 2024, up 27% quarter-over-quarter.
- 1 fund opened new Hartford Multifactor Emerging Markets ETF positions in Q3 2024 and 6 closed out, a net change of -5 holders.
- The largest Hartford Multifactor Emerging Markets ETF buyer in Q3 2024 was Stratos Wealth Partners, an estimated $4.94M added.
- The largest Hartford Multifactor Emerging Markets ETF seller in Q3 2024 was Wells Fargo, an estimated $1.91M sold.
Based on aggregated 13F filings for Q3 2024.