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Hartford Multifactor Emerging Markets ETF
ROAM

22 hedge funds and large institutions have $23.4M invested in Hartford Multifactor Emerging Markets ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 22 → 22 (0)

1.63% less ownership

Funds ownership: 80.22% → 78.59% (-1.6%)

8% less capital invested

Capital invested by funds: $25.4M → $23.4M (-$2.09M)

Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$2.46M
2
LPL Financial
LPL Financial
California
+$1.63M
3
Citadel Advisors
Citadel Advisors
Florida
+$766K
4
FA
Fermata Advisors
California
+$730K
5
Jane Street
Jane Street
New York
+$515K

Top Sellers

1
SA
Scarborough Advisors
Maryland
-$1.66M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.59M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.35M
4
WIA
World Investment Advisors
California
-$1.25M
5
FTUS
Flow Traders U.S.
New York
-$574K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$6.76M +$1.63M +67,138 +29%
SWP
2
Stratos Wealth Partners
Ohio
$5.5M +$283K +11,633 +5%
SA
3
Sanctuary Advisors
Indiana
$2.51M +$249K +10,240 +11%
OMC
4
Old Mission Capital
Illinois
$2.3M +$2.46M +100,929 New
Citadel Advisors
5
Citadel Advisors
Florida
$718K +$766K +31,484 New
FA
6
Fermata Advisors
California
$684K +$730K +30,007 New
FAIM
7
Financial Advocates Investment Management
Washington
$620K -$115K -4,712 -15%
DAS
8
Dynamic Advisor Solutions
Arizona
$513K +$38.2K +1,571 +8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$486K -$1.59M -65,412 -75%
Raymond James Financial
10
Raymond James Financial
Florida
$484K +$516K +21,204 New
Jane Street
11
Jane Street
New York
$483K +$515K +21,186 New
FTUS
12
Flow Traders U.S.
New York
$457K -$574K -23,607 -54%
VWA
13
Visionary Wealth Advisors
Illinois
$415K +$22.5K +923 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$413K +$1.8K +74 +0.4%
Wells Fargo
15
Wells Fargo
California
$380K +$10.9K +450 +3%
PFS
16
Prospera Financial Services
Texas
$320K +$50K +2,055 +17%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$261K -$2.14K -88 -0.8%
PTC
18
Private Trust Company
Ohio
$32.4K -$122 -5 -0.4%
Osaic Holdings
19
Osaic Holdings
Arizona
$14K -$4.87K -200 -25%
SAM
20
Synergy Asset Management
Washington
$9.68K +$9.22K +379 New
WWMSC
21
Wagner Wealth Management (South Carolina)
South Carolina
$2.81K +$2.63K +108 +720%
Morgan Stanley
22
Morgan Stanley
New York
$23 – – –
SA
23
Scarborough Advisors
Maryland
– -$1.66M -64,963 Closed
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
– -$1.35M -53,127 Closed
WIA
25
World Investment Advisors
California
– -$1.25M -48,950 Closed
1
2

ROAM Hedge Fund Activity: Q4 2024 in Review

22 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q4 2024, worth a combined $23.4M — down 8.2% from $25.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ROAM positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.46M. The largest seller was Scarborough Advisors, exiting entirely with an estimated $1.66M sold.

  • 22 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $23.4M of Hartford Multifactor Emerging Markets ETF stock for Q4 2024, down 8.2% quarter-over-quarter.
  • 6 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q4 2024 and 5 closed out, a net change of +1 holder.
  • The largest Hartford Multifactor Emerging Markets ETF buyer in Q4 2024 was Old Mission Capital, an estimated $2.46M added.
  • The largest Hartford Multifactor Emerging Markets ETF seller in Q4 2024 was Scarborough Advisors, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2024.