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Hartford Multifactor Emerging Markets ETF

16 hedge funds and large institutions have $37.1M invested in Hartford Multifactor Emerging Markets ETF in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $28M → $37.1M (+$9.13M)

11.2% more ownership

Funds ownership: 73.48%84.68% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less funds holding

Funds holding: 2216 (-6)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 6

Holders
16
Holders Change
-6
Holders Change %
-27.27%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
Increased
6
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
Paracle Advisors
Washington
$17M +$2.26M +123,313 +16%
Bank of America
2
Bank of America
North Carolina
$8.82M +$5.54M +301,766 +187%
LK
3
Lumbard & Kellner
New Hampshire
$3.6M -$110K -6,009 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.68M -$289K -15,749 -10%
RPG
5
Resource Planning Group
Georgia
$1.56M +$1.22M +66,473 +433%
Citadel Advisors
6
Citadel Advisors
Florida
$1.39M -$1.19M -64,594 -47%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$818K +$339K +18,457 +75%
CAAS
8
Capital Asset Advisory Services
Michigan
$414K +$41.3K +2,248 +12%
Jane Street
9
Jane Street
New York
$305K -$376K -20,483 -56%
UBS Group
10
UBS Group
Switzerland
$253K -$1.12M -60,721 -82%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$134K -$209K -11,399 -62%
Wells Fargo
12
Wells Fargo
California
$91K -$80.1K -4,362 -48%
Osaic Holdings
13
Osaic Holdings
Arizona
$33K -$48.2K -2,627 -61%
FHA
14
Flagship Harbor Advisors
Massachusetts
$9K -$32.7K -1,782 -78%
SFG
15
Sowa Financial Group
Rhode Island
$3K
EIP
16
Ellis Investment Partners
Pennsylvania
$3K +$37 +2 +1%
Goldman Sachs
17
Goldman Sachs
New York
-$427K -25,820 Closed
DADC
18
D.A. Davidson & Co
Montana
-$411K -24,850 Closed
RJFSA
19
Raymond James Financial Services Advisors
Florida
-$177K -10,682 Closed
TL
20
TrueWealth LLC
Georgia
-$36K -2,184 Closed
SWA
21
Stratos Wealth Advisors
Ohio
-$34K -2,049 Closed
WIM
22
Westside Investment Management
California
-$21 -1,300 Closed

ROAM Hedge Fund Activity: Q2 2020 in Review

16 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q2 2020, worth a combined $37.1M — up 33% from $28M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ROAM and 0 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Bank of America, adding an estimated $5.54M. The largest seller was Citadel Advisors, cutting an estimated $1.19M.

  • 16 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q2 2020, down from 22 in Q1 2020.
  • Funds reported $37.1M of Hartford Multifactor Emerging Markets ETF stock for Q2 2020, up 33% quarter-over-quarter.
  • 0 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q2 2020 and 6 closed out, a net change of -6 holders.
  • The largest Hartford Multifactor Emerging Markets ETF buyer in Q2 2020 was Bank of America, an estimated $5.54M added.
  • The largest Hartford Multifactor Emerging Markets ETF seller in Q2 2020 was Citadel Advisors, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2020.