Hartford Multifactor Emerging Markets ETF
ROAM
10 hedge funds and large institutions have $42.9M invested in Hartford Multifactor Emerging Markets ETF in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
10% more capital invested
Capital invested by funds: $39M → $42.9M (+$3.91M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.06% less ownership
Funds ownership: 98.46% → 92.39% (-6.1%)
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.37M |
| 2 |
PA
Paracle Advisors
Mercer Island,
Washington
|
+$1.04M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$562K |
| 4 |
Jane Street
New York
|
+$547K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.43K |
Top Sellers
| 1 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
-$1.28M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$799K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$358K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$46.5K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.82K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LS
1
Lattice Strategies
Wayne,
Pennsylvania
| $18.4M | -$1.28M | -52,570 | -7% |
|
|
PA
2
Paracle Advisors
Mercer Island,
Washington
| $13.3M | +$1.04M | +42,897 | +9% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $4.41M | +$2.37M | +97,332 | +118% |
|
|
BCI
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $3.38M | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $1.71M | -$46.5K | -1,910 | -3% |
|
|
6
HighTower Advisors
Chicago,
Illinois
| $979K | +$562K | +23,093 | +137% |
|
|
7
Jane Street
New York
| $552K | +$547K | +22,491 | New |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $168K | – | – | – |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $32K | -$1.82K | -75 | -5% |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $21K | +$2.43K | +100 | +13% |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$799K | -34,236 | Closed |
|
|
OMC
12
Old Mission Capital
Chicago,
Illinois
| – | -$358K | -15,354 | Closed |
|
ROAM Hedge Fund Activity: Q3 2017 in Review
10 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q3 2017, worth a combined $42.9M — up 10% from $39M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ROAM and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 4 added.
The largest buyer was Bank of America, adding an estimated $2.37M. The largest seller was Lattice Strategies, cutting an estimated $1.28M.
- 10 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q3 2017, down from 11 in Q2 2017.
- Funds reported $42.9M of Hartford Multifactor Emerging Markets ETF stock for Q3 2017, up 10% quarter-over-quarter.
- 1 fund opened new Hartford Multifactor Emerging Markets ETF positions in Q3 2017 and 2 closed out, a net change of -1 holder.
- The largest Hartford Multifactor Emerging Markets ETF buyer in Q3 2017 was Bank of America, an estimated $2.37M added.
- The largest Hartford Multifactor Emerging Markets ETF seller in Q3 2017 was Lattice Strategies, an estimated $1.28M sold.
Based on aggregated 13F filings for Q3 2017.