We are live on ! Find out more
ROAM icon

Hartford Multifactor Emerging Markets ETF
ROAM

14 hedge funds and large institutions have $37.9M invested in Hartford Multifactor Emerging Markets ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

2.79% more ownership

Funds ownership: 84.68% → 87.47% (+2.8%)

2% more capital invested

Capital invested by funds: $37.1M → $37.9M (+$826K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less funds holding

Funds holding: 16 → 14 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
8
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.95M
2
PA
Paracle Advisors
Washington
+$751K
3
Wells Fargo
Wells Fargo
California
+$324K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$239K
5
UBS Group
UBS Group
Switzerland
+$81.9K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.44M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$818K
4
Jane Street
Jane Street
New York
-$305K
5
RPG
Resource Planning Group
Georgia
-$81K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1
Paracle Advisors
Washington
$18.3M +$751K +37,211 +4%
Bank of America
2
Bank of America
North Carolina
$7.74M -$1.44M -71,283 -15%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.68M +$1.95M +96,569 +69%
LK
4
Lumbard & Kellner
New Hampshire
$3.77M +$68.2K +3,382 +2%
RPG
5
Resource Planning Group
Georgia
$1.53M -$81K -4,012 -5%
Wells Fargo
6
Wells Fargo
California
$411K +$324K +16,067 +337%
CAAS
7
Capital Asset Advisory Services
Michigan
$406K +$7.41K +367 +2%
UBS Group
8
UBS Group
Switzerland
$342K +$81.9K +4,061 +31%
Citadel Advisors
9
Citadel Advisors
Florida
$274K -$1.2M -59,239 -81%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$234K +$239K +11,839 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$162K +$24.4K +1,211 +17%
Osaic Holdings
12
Osaic Holdings
Arizona
$35K +$706 +35 +2%
EIP
13
Ellis Investment Partners
Pennsylvania
$3K – – –
Morgan Stanley
14
Morgan Stanley
New York
$3K +$3.57K +177 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
– -$818K -42,993 Closed
Jane Street
16
Jane Street
New York
– -$305K -16,016 Closed
FHA
17
Flagship Harbor Advisors
Massachusetts
– -$9K -507 Closed
SFG
18
Sowa Financial Group
Rhode Island
– -$3K -148 Closed

ROAM Hedge Fund Activity: Q3 2020 in Review

14 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q3 2020, worth a combined $37.9M — up 2.2% from $37.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ROAM and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 8 added.

The largest buyer was Wellington Management Group, adding an estimated $1.95M. The largest seller was Bank of America, cutting an estimated $1.44M.

  • 14 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q3 2020, down from 16 in Q2 2020.
  • Funds reported $37.9M of Hartford Multifactor Emerging Markets ETF stock for Q3 2020, up 2.2% quarter-over-quarter.
  • 2 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q3 2020 and 4 closed out, a net change of -2 holders.
  • The largest Hartford Multifactor Emerging Markets ETF buyer in Q3 2020 was Wellington Management Group, an estimated $1.95M added.
  • The largest Hartford Multifactor Emerging Markets ETF seller in Q3 2020 was Bank of America, an estimated $1.44M sold.

Based on aggregated 13F filings for Q3 2020.