Hartford Multifactor Emerging Markets ETF
ROAM
21 hedge funds and large institutions have $37.4M invested in Hartford Multifactor Emerging Markets ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
17% more funds holding
Funds holding: 18 → 21 (+3)
5% more capital invested
Capital invested by funds: $35.8M → $37.4M (+$1.61M)
0.15% less ownership
Funds ownership: 86.52% → 86.37% (-0.15%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$23.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$459K |
| 3 |
NWS
Newport Wealth Strategies
Irvine,
California
|
+$456K |
| 4 |
LPL Financial
San Diego,
California
|
+$311K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$370K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$191K |
| 3 |
RPG
Resource Planning Group
Atlanta,
Georgia
|
-$177K |
| 4 |
Jane Street
New York
|
-$165K |
| 5 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$74.9K |
ROAM Hedge Fund Activity: Q2 2021 in Review
21 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q2 2021, worth a combined $37.4M — up 4.5% from $35.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ROAM positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $23.4M. The largest seller was Wellington Management Group, cutting an estimated $370K.
- 21 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q2 2021, up from 18 in Q1 2021.
- Funds reported $37.4M of Hartford Multifactor Emerging Markets ETF stock for Q2 2021, up 4.5% quarter-over-quarter.
- 5 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q2 2021 and 1 closed out, a net change of +4 holders.
- The largest Hartford Multifactor Emerging Markets ETF buyer in Q2 2021 was Coldstream Capital Management, an estimated $23.4M added.
- The largest Hartford Multifactor Emerging Markets ETF seller in Q2 2021 was Wellington Management Group, an estimated $370K sold.
Based on aggregated 13F filings for Q2 2021.