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Hartford Multifactor Emerging Markets ETF

21 hedge funds and large institutions have $28.8M invested in Hartford Multifactor Emerging Markets ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $22.9M → $28.8M (+$5.88M)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.07% less ownership

Funds ownership: 81.08%81% (-0.07%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1
Stratos Wealth Partners
Ohio
$11.5M +$4.75M +193,969 +80%
LPL Financial
2
LPL Financial
California
$8.21M +$407K +16,640 +6%
SA
3
Sanctuary Advisors
Indiana
$3.07M +$58.7K +2,398 +2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$863K -$376K -15,365 -32%
FA
5
Fermata Advisors
California
$828K -$7.15K -292 -0.9%
FAIM
6
Financial Advocates Investment Management
Washington
$665K -$26.6K -1,087 -4%
Mariner
7
Mariner
Kansas
$655K +$19.2K +783 +3%
DAS
8
Dynamic Advisor Solutions
Arizona
$589K -$30.4K -1,243 -5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$465K -$10.7K -437 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$460K -$198K -8,105 -32%
PFS
11
Prospera Financial Services
Texas
$387K -$14.4K -590 -4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$373K +$71.1K +2,904 +26%
Wells Fargo
13
Wells Fargo
California
$365K -$52.5K -2,146 -13%
JWCA
14
J.W. Cole Advisors
Florida
$212K +$197K +8,045 New
TPWA
15
Twin Peaks Wealth Advisors
California
$52.7K +$47.6K +1,945 New
PTC
16
Private Trust Company
Ohio
$38.3K +$808 +33 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$29.5K -$294 -12 -1%
Bank of America
18
Bank of America
North Carolina
$4.39K +$4.09K +167 New
WWMSC
19
Wagner Wealth Management (South Carolina)
South Carolina
$3.25K
Morgan Stanley
20
Morgan Stanley
New York
$30
Fidelity Investments
21
Fidelity Investments
Massachusetts
$26 +$24 +1 New
OMC
22
Old Mission Capital
Illinois
-$987K -41,932 Closed
VWA
23
Visionary Wealth Advisors
Illinois
-$434K -18,418 Closed
Jane Street
24
Jane Street
New York
-$239K -10,168 Closed
UBS Group
25
UBS Group
Switzerland
-$152K -6,473 Closed

ROAM Hedge Fund Activity: Q2 2025 in Review

21 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q2 2025, worth a combined $28.8M — up 26% from $22.9M a quarter earlier.

Fund positioning in ROAM was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 9 trimmed.

The largest buyer was Stratos Wealth Partners, adding an estimated $4.75M. The largest seller was Old Mission Capital, exiting entirely with an estimated $987K sold.

  • 21 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $28.8M of Hartford Multifactor Emerging Markets ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 4 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q2 2025 and 4 closed out, a net change of 0 holders.
  • The largest Hartford Multifactor Emerging Markets ETF buyer in Q2 2025 was Stratos Wealth Partners, an estimated $4.75M added.
  • The largest Hartford Multifactor Emerging Markets ETF seller in Q2 2025 was Old Mission Capital, an estimated $987K sold.

Based on aggregated 13F filings for Q2 2025.