Hartford Multifactor Emerging Markets ETF
ROAM
6 hedge funds and large institutions have $25M invested in Hartford Multifactor Emerging Markets ETF in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
12% more capital invested
Capital invested by funds: $22.4M → $25M (+$2.66M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.11% less ownership
Funds ownership: 102.96% → 101.85% (-1.1%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Paracle Advisors
Mercer Island,
Washington
|
+$3.68M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$386K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$35K |
| 2 |
Jane Street
New York
|
-$34.4K |
| 3 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
-$12.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LS
1
Lattice Strategies
Wayne,
Pennsylvania
| $16.5M | -$12.9K | -606 | -0.1% |
|
|
PA
2
Paracle Advisors
Mercer Island,
Washington
| $6.34M | +$3.68M | +173,391 | +129% |
|
|
3
Jane Street
New York
| $1.7M | -$34.4K | -1,624 | -2% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $375K | +$386K | +18,202 | New |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $100K | +$103K | +4,850 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $26K | – | – | – |
|
|
7
Envestnet Asset Management
Chicago,
Illinois
| – | -$35K | -1,566 | Closed |
|
ROAM Hedge Fund Activity: Q4 2016 in Review
6 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q4 2016, worth a combined $25M — up 12% from $22.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ROAM positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Paracle Advisors, adding an estimated $3.68M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $35K sold.
- 6 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q4 2016, up from 5 in Q3 2016.
- Funds reported $25M of Hartford Multifactor Emerging Markets ETF stock for Q4 2016, up 12% quarter-over-quarter.
- 2 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q4 2016 and 1 closed out, a net change of +1 holder.
- The largest Hartford Multifactor Emerging Markets ETF buyer in Q4 2016 was Paracle Advisors, an estimated $3.68M added.
- The largest Hartford Multifactor Emerging Markets ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $35K sold.
Based on aggregated 13F filings for Q4 2016.