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Hartford Multifactor Emerging Markets ETF

23 hedge funds and large institutions have $16.9M invested in Hartford Multifactor Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

10% more funds holding

Funds holding: 2123 (+2)

2% less capital invested

Capital invested by funds: $17.3M → $16.9M (-$387K)

2.28% less ownership

Funds ownership: 91.17%88.89% (-2.3%)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.19M -$187K -8,680 -8%
Jane Street
2
Jane Street
New York
$1.75M -$294K -13,670 -15%
WWMSC
3
Wagner Wealth Management (South Carolina)
South Carolina
$1.66M -$76.9K -3,570 -5%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.49M +$522K +24,254 +57%
SA
5
Scarborough Advisors
Maryland
$1.34M +$51.6K +2,395 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.2M -$37.7K -1,749 -3%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$1.19M +$5.58K +259 +0.5%
RPG
8
Resource Planning Group
Georgia
$1.19M +$5.58K +259 +0.5%
GS
9
GTS Securities
New York
$1.12M +$512K +23,772 +90%
OMC
10
Old Mission Capital
Illinois
$1.1M +$17.5K +813 +2%
Citadel Advisors
11
Citadel Advisors
Florida
$336K -$11.4K -528 -3%
FTUS
12
Flow Traders U.S.
New York
$333K -$972K -45,127 -75%
LPL Financial
13
LPL Financial
California
$311K -$4.31K -200 -1%
CCM
14
Coldstream Capital Management
Washington
$310K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$291K -$17.2K -800 -6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$271K -$31.5K -1,461 -11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$251K -$2.37K -110 -1%
DAS
18
Dynamic Advisor Solutions
Arizona
$234K +$230K +10,684 New
FAIM
19
Financial Advocates Investment Management
Washington
$208K +$200K +9,297 New
Osaic Holdings
20
Osaic Holdings
Arizona
$35.8K -$5.38K -250 -14%
UBS Group
21
UBS Group
Switzerland
$34.4K +$33.1K +1,537 New
HGERS
22
Householder Group Estate & Retirement Specialist
Arizona
$24K
Comerica Bank
23
Comerica Bank
Texas
$5.01K
Wellington Management Group
24
Wellington Management Group
Massachusetts
-$1.31M -62,087 Closed

ROAM Hedge Fund Activity: Q4 2023 in Review

23 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q4 2023, worth a combined $16.9M — down 2.2% from $17.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ROAM positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $522K. The largest seller was Wellington Management Group, exiting entirely with an estimated $1.31M sold.

  • 23 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q4 2023, up from 21 in Q3 2023.
  • Funds reported $16.9M of Hartford Multifactor Emerging Markets ETF stock for Q4 2023, down 2.2% quarter-over-quarter.
  • 3 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
  • The largest Hartford Multifactor Emerging Markets ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $522K added.
  • The largest Hartford Multifactor Emerging Markets ETF seller in Q4 2023 was Wellington Management Group, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2023.