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Hartford Multifactor Emerging Markets ETF

18 hedge funds and large institutions have $33.1M invested in Hartford Multifactor Emerging Markets ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $28.8M → $33.1M (+$4.35M)

1.72% less ownership

Funds ownership: 81%79.28% (-1.7%)

14% less funds holding

Funds holding: 2118 (-3)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.8M +$3.98M +147,404 +47%
SWP
2
Stratos Wealth Partners
Ohio
$11M -$1.18M -43,533 -10%
SA
3
Sanctuary Advisors
Indiana
$3.16M -$89.8K -3,325 -3%
FA
4
Fermata Advisors
California
$976K +$96.7K +3,584 +11%
Citadel Advisors
5
Citadel Advisors
Florida
$797K +$772K +28,602 New
Raymond James Financial
6
Raymond James Financial
Florida
$698K +$205K +7,579 +43%
Mariner
7
Mariner
Kansas
$696K +$2.86K +106 +0.4%
EAM
8
Empirical Asset Management
Massachusetts
$610K +$591K +21,894 New
DAS
9
Dynamic Advisor Solutions
Arizona
$594K -$28.1K -1,041 -5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$454K -$445K -16,477 -50%
PFS
11
Prospera Financial Services
Texas
$399K -$9.45K -350 -2%
Wells Fargo
12
Wells Fargo
California
$381K -$5.4K -200 -1%
JWCA
13
J.W. Cole Advisors
Florida
$266K +$40.9K +1,514 +19%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$263K -$128K -4,736 -33%
PTC
15
Private Trust Company
Ohio
$39.7K -$810 -30 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$23.9K -$6.75K -250 -22%
WWMSC
17
Wagner Wealth Management (South Carolina)
South Carolina
$3.44K
Morgan Stanley
18
Morgan Stanley
New York
$39
FAIM
19
Financial Advocates Investment Management
Washington
-$665K -25,281 Closed
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
-$465K -17,675 Closed
TPWA
21
Twin Peaks Wealth Advisors
California
-$52.7K -1,945 Closed
Bank of America
22
Bank of America
North Carolina
-$4.39K -167 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
-$26 -1 Closed

ROAM Hedge Fund Activity: Q3 2025 in Review

18 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q3 2025, worth a combined $33.1M — up 15% from $28.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ROAM and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was LPL Financial, adding an estimated $3.98M. The largest seller was Stratos Wealth Partners, cutting an estimated $1.18M.

  • 18 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q3 2025, down from 21 in Q2 2025.
  • Funds reported $33.1M of Hartford Multifactor Emerging Markets ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 2 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q3 2025 and 5 closed out, a net change of -3 holders.
  • The largest Hartford Multifactor Emerging Markets ETF buyer in Q3 2025 was LPL Financial, an estimated $3.98M added.
  • The largest Hartford Multifactor Emerging Markets ETF seller in Q3 2025 was Stratos Wealth Partners, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2025.