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Hartford Multifactor Emerging Markets ETF

21 hedge funds and large institutions have $14.3M invested in Hartford Multifactor Emerging Markets ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding

Funds holding: 1521 (+6)

1.15% more ownership

Funds ownership: 76.52%77.67% (+1.1%)

32% less capital invested

Capital invested by funds: $20.9M → $14.3M (-$6.58M)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.68M +$619K +30,435 +20%
OMC
2
Old Mission Capital
Illinois
$2.46M -$80.2K -3,943 -3%
Wells Fargo
3
Wells Fargo
California
$2.29M -$252K -12,398 -10%
RPG
4
Resource Planning Group
Georgia
$1.08M -$113K -5,550 -9%
SA
5
Scarborough Advisors
Maryland
$900K +$895K +44,012 New
WWMSC
6
Wagner Wealth Management (South Carolina)
South Carolina
$889K +$762K +37,461 +622%
FTUS
7
Flow Traders U.S.
New York
$669K +$317K +15,570 +91%
Jane Street
8
Jane Street
New York
$442K -$432K -21,248 -50%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$313K
CCM
10
Coldstream Capital Management
Washington
$283K
UBS Group
11
UBS Group
Switzerland
$259K -$8.73M -428,868 -97%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$257K +$256K +12,572 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$245K -$837K -41,140 -77%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$235K -$25.2K -1,240 -10%
ASN
15
Advisory Services Network
Georgia
$204K -$6.12K -301 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$38.2K
HGERS
17
Householder Group Estate & Retirement Specialist
Arizona
$22K +$22K +1,080 New
AF
18
Allworth Financial
California
$13.6K +$13.5K +664 New
CFGS
19
Concourse Financial Group Securities
Alabama
$11.5K +$11.4K +561 New
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$1.74K +$1.73K +85 New
Morgan Stanley
21
Morgan Stanley
New York
$1.64K

ROAM Hedge Fund Activity: Q1 2023 in Review

21 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q1 2023, worth a combined $14.3M — down 32% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ROAM positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 8 trimmed.

The largest buyer was Scarborough Advisors, opening a new position worth an estimated $895K. The largest seller was UBS Group, cutting an estimated $8.73M.

  • 21 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q1 2023, up from 15 in Q4 2022.
  • Funds reported $14.3M of Hartford Multifactor Emerging Markets ETF stock for Q1 2023, down 32% quarter-over-quarter.
  • 6 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q1 2023 and 0 closed out, a net change of +6 holders.
  • The largest Hartford Multifactor Emerging Markets ETF buyer in Q1 2023 was Scarborough Advisors, an estimated $895K added.
  • The largest Hartford Multifactor Emerging Markets ETF seller in Q1 2023 was UBS Group, an estimated $8.73M sold.

Based on aggregated 13F filings for Q1 2023.