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Hartford Multifactor Emerging Markets ETF

21 hedge funds and large institutions have $17.3M invested in Hartford Multifactor Emerging Markets ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

17% more funds holding

Funds holding: 1821 (+3)

11% more capital invested

Capital invested by funds: $15.6M → $17.3M (+$1.68M)

8.78% more ownership

Funds ownership: 82.39%91.17% (+8.8%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.25M -$1.7K -79 -0.1%
Jane Street
2
Jane Street
New York
$1.94M +$1.14M +52,961 +135%
WWMSC
3
Wagner Wealth Management (South Carolina)
South Carolina
$1.64M +$146K +6,806 +10%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.31M -$1.92M -89,141 -59%
FTUS
5
Flow Traders U.S.
New York
$1.26M +$19.4K +903 +2%
SA
6
Scarborough Advisors
Maryland
$1.21M +$94.5K +4,395 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.17M +$1.19M +55,418 New
RPG
8
Resource Planning Group
Georgia
$1.12M
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$1.12M +$1.14M +53,056 New
OMC
10
Old Mission Capital
Illinois
$1.02M -$964K -44,831 -48%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$890K +$531K +24,682 +140%
GS
12
GTS Securities
New York
$557K +$32.8K +1,527 +6%
Citadel Advisors
13
Citadel Advisors
Florida
$328K -$6.04K -281 -2%
LPL Financial
14
LPL Financial
California
$297K +$304K +14,114 New
CCM
15
Coldstream Capital Management
Washington
$292K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$291K -$32.3K -1,500 -10%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$286K +$18K +836 +7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$238K -$3.59K -167 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$39K -$710 -33 -2%
HGERS
20
Householder Group Estate & Retirement Specialist
Arizona
$22.7K +$23.2K +1,080 New
Comerica Bank
21
Comerica Bank
Texas
$4.72K +$4.82K +224 New
AF
22
Allworth Financial
California
-$14.2K -675 Closed
UBS Group
23
UBS Group
Switzerland
-$4.98K -237 Closed

ROAM Hedge Fund Activity: Q3 2023 in Review

21 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q3 2023, worth a combined $17.3M — up 11% from $15.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ROAM positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.19M. The largest seller was Wellington Management Group, cutting an estimated $1.92M.

  • 21 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q3 2023, up from 18 in Q2 2023.
  • Funds reported $17.3M of Hartford Multifactor Emerging Markets ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 5 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest Hartford Multifactor Emerging Markets ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $1.19M added.
  • The largest Hartford Multifactor Emerging Markets ETF seller in Q3 2023 was Wellington Management Group, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2023.