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Hartford Multifactor Emerging Markets ETF
ROAM

19 hedge funds and large institutions have $14.8M invested in Hartford Multifactor Emerging Markets ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

13% less capital invested

Capital invested by funds: $16.9M → $14.8M (-$2.12M)

14.32% less ownership

Funds ownership: 88.89% → 74.57% (-14%)

17% less funds holding

Funds holding: 23 → 19 (-4)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$1.78M
2
WIA
World Investment Advisors
California
+$708K
3
FAIM
Financial Advocates Investment Management
Washington
+$544K
4
OMC
Old Mission Capital
Illinois
+$539K
5
LPL Financial
LPL Financial
California
+$479K

Top Sellers

1
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
-$1.64M
2
Jane Street
Jane Street
New York
-$1.43M
3
SA
Scarborough Advisors
Maryland
-$1.34M
4
GS
GTS Securities
New York
-$1.12M
5
Citadel Advisors
Citadel Advisors
Florida
-$336K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.25M -$28.7K -1,275 -1%
FTUS
2
Flow Traders U.S.
New York
$2.18M +$1.78M +78,823 +529%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.86M +$295K +13,094 +20%
OMC
4
Old Mission Capital
Illinois
$1.71M +$539K +23,914 +49%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.25M – – –
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$1.24M – – –
LPL Financial
7
LPL Financial
California
$819K +$479K +21,241 +153%
FAIM
8
Financial Advocates Investment Management
Washington
$779K +$544K +24,143 +260%
WIA
9
World Investment Advisors
California
$733K +$708K +31,432 New
Jane Street
10
Jane Street
New York
$351K -$1.43M -63,314 -81%
CCM
11
Coldstream Capital Management
Washington
$323K – – –
RJFSA
12
Raymond James Financial Services Advisors
Florida
$322K +$38.7K +1,716 +14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$303K – – –
DAS
14
Dynamic Advisor Solutions
Arizona
$291K +$40.8K +1,811 +17%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$259K -$2.25K -100 -0.9%
Osaic Holdings
16
Osaic Holdings
Arizona
$37.8K +$451 +20 +1%
WWMSC
17
Wagner Wealth Management (South Carolina)
South Carolina
$33.6K -$1.64M -72,988 -98%
HGERS
18
Householder Group Estate & Retirement Specialist
Arizona
$25.2K – – –
Comerica Bank
19
Comerica Bank
Texas
$2.89K -$2.25K -100 -45%
SA
20
Scarborough Advisors
Maryland
– -$1.34M -60,030 Closed
GS
21
GTS Securities
New York
– -$1.12M -50,228 Closed
Citadel Advisors
22
Citadel Advisors
Florida
– -$336K -15,038 Closed
UBS Group
23
UBS Group
Switzerland
– -$34.4K -1,537 Closed

ROAM Hedge Fund Activity: Q1 2024 in Review

19 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q1 2024, worth a combined $14.8M — down 13% from $16.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ROAM and 1 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 8 added.

The largest buyer was Flow Traders U.S., adding an estimated $1.78M. The largest seller was Wagner Wealth Management (South Carolina), cutting an estimated $1.64M.

  • 19 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q1 2024, down from 23 in Q4 2023.
  • Funds reported $14.8M of Hartford Multifactor Emerging Markets ETF stock for Q1 2024, down 13% quarter-over-quarter.
  • 1 fund opened new Hartford Multifactor Emerging Markets ETF positions in Q1 2024 and 4 closed out, a net change of -3 holders.
  • The largest Hartford Multifactor Emerging Markets ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $1.78M added.
  • The largest Hartford Multifactor Emerging Markets ETF seller in Q1 2024 was Wagner Wealth Management (South Carolina), an estimated $1.64M sold.

Based on aggregated 13F filings for Q1 2024.