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Hartford Multifactor Emerging Markets ETF

21 hedge funds and large institutions have $22.9M invested in Hartford Multifactor Emerging Markets ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

2.48% more ownership

Funds ownership: 78.59%81.08% (+2.5%)

2% less capital invested

Capital invested by funds: $23.4M → $22.9M (-$457K)

5% less funds holding

Funds holding: 2221 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.95M -$21.2K -904 -0.3%
SWP
2
Stratos Wealth Partners
Ohio
$5.73M +$53.3K +2,277 +0.9%
SA
3
Sanctuary Advisors
Indiana
$2.69M +$158K +6,758 +6%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.13M +$628K +26,836 +126%
OMC
5
Old Mission Capital
Illinois
$987K -$1.38M -58,997 -58%
FA
6
Fermata Advisors
California
$747K +$40.6K +1,733 +6%
FAIM
7
Financial Advocates Investment Management
Washington
$621K -$19.2K -818 -3%
Raymond James Financial
8
Raymond James Financial
Florida
$602K +$103K +4,382 +21%
Mariner
9
Mariner
Kansas
$567K +$564K +24,100 New
DAS
10
Dynamic Advisor Solutions
Arizona
$556K +$26.1K +1,113 +5%
VWA
11
Visionary Wealth Advisors
Illinois
$434K +$5.22K +223 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$426K
Wells Fargo
13
Wells Fargo
California
$377K -$15.2K -650 -4%
PFS
14
Prospera Financial Services
Texas
$360K +$29K +1,240 +9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$265K -$3.77K -161 -1%
Jane Street
16
Jane Street
New York
$239K -$258K -11,018 -52%
UBS Group
17
UBS Group
Switzerland
$152K +$152K +6,473 New
PTC
18
Private Trust Company
Ohio
$33.5K
Osaic Holdings
19
Osaic Holdings
Arizona
$26.6K +$12.2K +520 +85%
WWMSC
20
Wagner Wealth Management (South Carolina)
South Carolina
$2.9K
Morgan Stanley
21
Morgan Stanley
New York
$32
Citadel Advisors
22
Citadel Advisors
Florida
-$718K -31,484 Closed
FTUS
23
Flow Traders U.S.
New York
-$457K -20,018 Closed
SAM
24
Synergy Asset Management
Washington
-$9.68K -379 Closed

ROAM Hedge Fund Activity: Q1 2025 in Review

21 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q1 2025, worth a combined $22.9M — down 2% from $23.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ROAM and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.

The largest buyer was Susquehanna International Group, adding an estimated $628K. The largest seller was Old Mission Capital, cutting an estimated $1.38M.

  • 21 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q1 2025, down from 22 in Q4 2024.
  • Funds reported $22.9M of Hartford Multifactor Emerging Markets ETF stock for Q1 2025, down 2% quarter-over-quarter.
  • 2 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q1 2025 and 3 closed out, a net change of -1 holder.
  • The largest Hartford Multifactor Emerging Markets ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $628K added.
  • The largest Hartford Multifactor Emerging Markets ETF seller in Q1 2025 was Old Mission Capital, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2025.