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Hartford Multifactor Emerging Markets ETF

18 hedge funds and large institutions have $15.6M invested in Hartford Multifactor Emerging Markets ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

9% more capital invested

Capital invested by funds: $14.3M → $15.6M (+$1.3M)

4.72% more ownership

Funds ownership: 77.67%82.39% (+4.7%)

14% less funds holding

Funds holding: 2118 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.18M -$597K -28,580 -16%
Wells Fargo
2
Wells Fargo
California
$2.25M -$106K -5,093 -5%
OMC
3
Old Mission Capital
Illinois
$1.96M -$563K -26,954 -22%
WWMSC
4
Wagner Wealth Management (South Carolina)
South Carolina
$1.5M +$579K +27,715 +64%
FTUS
5
Flow Traders U.S.
New York
$1.24M +$551K +26,381 +81%
SA
6
Scarborough Advisors
Maryland
$1.12M +$193K +9,228 +21%
RPG
7
Resource Planning Group
Georgia
$1.12M
Jane Street
8
Jane Street
New York
$822K +$365K +17,483 +81%
GS
9
GTS Securities
New York
$524K +$520K +24,929 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$370K +$117K +5,604 +47%
Citadel Advisors
11
Citadel Advisors
Florida
$333K +$331K +15,847 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$322K
CCM
13
Coldstream Capital Management
Washington
$291K -$21 -1 -0%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$268K +$3.26K +156 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$242K +$355 +17 +0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$39.6K +$271 +13 +0.7%
AF
17
Allworth Financial
California
$14.2K +$230 +11 +2%
UBS Group
18
UBS Group
Switzerland
$4.98K -$260K -12,452 -98%
ASN
19
Advisory Services Network
Georgia
-$204K -9,977 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
-$11.7K -561 Closed
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
-$1.74K -85 Closed
Morgan Stanley
22
Morgan Stanley
New York
-$1.64K -80 Closed

ROAM Hedge Fund Activity: Q2 2023 in Review

18 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q2 2023, worth a combined $15.6M — up 9.1% from $14.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ROAM and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 9 added.

The largest buyer was Wagner Wealth Management (South Carolina), adding an estimated $579K. The largest seller was Wellington Management Group, cutting an estimated $597K.

  • 18 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q2 2023, down from 21 in Q1 2023.
  • Funds reported $15.6M of Hartford Multifactor Emerging Markets ETF stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 2 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q2 2023 and 4 closed out, a net change of -2 holders.
  • The largest Hartford Multifactor Emerging Markets ETF buyer in Q2 2023 was Wagner Wealth Management (South Carolina), an estimated $579K added.
  • The largest Hartford Multifactor Emerging Markets ETF seller in Q2 2023 was Wellington Management Group, an estimated $597K sold.

Based on aggregated 13F filings for Q2 2023.