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Hartford Multifactor Emerging Markets ETF

27 hedge funds and large institutions have $20.1M invested in Hartford Multifactor Emerging Markets ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

42% more funds holding

Funds holding: 1927 (+8)

36% more capital invested

Capital invested by funds: $14.8M → $20.1M (+$5.33M)

1.22% more ownership

Funds ownership: 74.57%75.79% (+1.2%)

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

Holders
27
Holders Change
+8
Holders Change %
+42.11%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
3
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.51M +$3.6M +151,574 +431%
Wells Fargo
2
Wells Fargo
California
$2.28M -$53.2K -2,240 -2%
FTUS
3
Flow Traders U.S.
New York
$1.94M -$321K -13,503 -14%
OMC
4
Old Mission Capital
Illinois
$1.3M -$461K -19,392 -27%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.29M -$5.34K -225 -0.4%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$1.28M -$4.46K -188 -0.4%
WIA
7
World Investment Advisors
California
$1.18M +$412K +17,328 +55%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.05M +$1.03M +43,393 New
SA
9
Sanctuary Advisors
Indiana
$847K +$868K +36,533 New
FAIM
10
Financial Advocates Investment Management
Washington
$765K -$42.4K -1,785 -5%
SWP
11
Stratos Wealth Partners
Ohio
$641K +$630K +26,545 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$564K -$1.34M -56,285 -71%
Citadel Advisors
13
Citadel Advisors
Florida
$399K +$392K +16,513 New
DAS
14
Dynamic Advisor Solutions
Arizona
$392K +$88.4K +3,723 +30%
VWA
15
Visionary Wealth Advisors
Illinois
$372K +$366K +15,399 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$319K -$14.4K -605 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$314K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$268K
PFS
19
Prospera Financial Services
Texas
$237K +$233K +9,825 New
MWA
20
MFA Wealth Advisors
Pennsylvania
$70.4K +$69.2K +2,913 New
PTC
21
Private Trust Company
Ohio
$34.5K +$33.9K +1,427 New
HGERS
22
Householder Group Estate & Retirement Specialist
Arizona
$26K
Osaic Holdings
23
Osaic Holdings
Arizona
$19.6K -$19.2K -808 -50%
Comerica Bank
24
Comerica Bank
Texas
$2.95K -$48 -2 -2%
Morgan Stanley
25
Morgan Stanley
New York
$1.35K +$1.31K +55 New

ROAM Hedge Fund Activity: Q2 2024 in Review

27 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q2 2024, worth a combined $20.1M — up 36% from $14.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ROAM positions and 2 closed out — a net gain of 8 holders — while 3 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.6M. The largest seller was Susquehanna International Group, cutting an estimated $1.34M.

  • 27 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q2 2024, up from 19 in Q1 2024.
  • Funds reported $20.1M of Hartford Multifactor Emerging Markets ETF stock for Q2 2024, up 36% quarter-over-quarter.
  • 10 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q2 2024 and 2 closed out, a net change of +8 holders.
  • The largest Hartford Multifactor Emerging Markets ETF buyer in Q2 2024 was LPL Financial, an estimated $3.6M added.
  • The largest Hartford Multifactor Emerging Markets ETF seller in Q2 2024 was Susquehanna International Group, an estimated $1.34M sold.

Based on aggregated 13F filings for Q2 2024.