Hartford Multifactor Emerging Markets ETF
ROAM
8 hedge funds and large institutions have $31.3M invested in Hartford Multifactor Emerging Markets ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
33% more funds holding
Funds holding: 6 → 8 (+2)
25% more capital invested
Capital invested by funds: $25M → $31.3M (+$6.26M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9.3% less ownership
Funds ownership: 101.85% → 92.56% (-9.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Paracle Advisors
Mercer Island,
Washington
|
+$3.26M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$973K |
| 3 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
+$154K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$20.5K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$15.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$582K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$186K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LS
1
Lattice Strategies
Wayne,
Pennsylvania
| $18.3M | +$154K | +6,985 | +0.9% |
|
|
PA
2
Paracle Advisors
Mercer Island,
Washington
| $10.4M | +$3.26M | +148,124 | +48% |
|
|
3
Jane Street
New York
| $1.27M | -$582K | -26,433 | -32% |
|
|
BCI
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $1M | +$973K | +44,200 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $221K | -$186K | -8,448 | -46% |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $126K | +$15.8K | +720 | +15% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $28K | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| $21K | +$20.5K | +930 | New |
|
ROAM Hedge Fund Activity: Q1 2017 in Review
8 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q1 2017, worth a combined $31.3M — up 25% from $25M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ROAM positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Paracle Advisors, adding an estimated $3.26M. The largest seller was Jane Street, cutting an estimated $582K.
- 8 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q1 2017, up from 6 in Q4 2016.
- Funds reported $31.3M of Hartford Multifactor Emerging Markets ETF stock for Q1 2017, up 25% quarter-over-quarter.
- 2 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q1 2017 and 0 closed out, a net change of +2 holders.
- The largest Hartford Multifactor Emerging Markets ETF buyer in Q1 2017 was Paracle Advisors, an estimated $3.26M added.
- The largest Hartford Multifactor Emerging Markets ETF seller in Q1 2017 was Jane Street, an estimated $582K sold.
Based on aggregated 13F filings for Q1 2017.