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Hartford Multifactor Emerging Markets ETF
ROAM

21 hedge funds and large institutions have $51.8M invested in Hartford Multifactor Emerging Markets ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

56% more capital invested

Capital invested by funds: $33.1M → $51.8M (+$18.6M)

17% more funds holding

Funds holding: 18 → 21 (+3)

5.31% more ownership

Funds ownership: 79.28% → 84.59% (+5.3%)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$7.85M
2
LPL Financial
LPL Financial
California
+$4M
3
SWP
Stratos Wealth Partners
Ohio
+$2.78M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.31M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$743K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$454K
2
Wells Fargo
Wells Fargo
California
-$264K
3
JWCA
J.W. Cole Advisors
Florida
-$12.2K
4
DAS
Dynamic Advisor Solutions
Arizona
-$12K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$17.4M +$4M +138,600 +30%
SWP
2
Stratos Wealth Partners
Ohio
$14.3M +$2.78M +96,293 +24%
KAS
3
Kestra Advisory Services
Texas
$7.92M +$7.85M +271,827 New
SA
4
Sanctuary Advisors
Indiana
$3.36M +$62.8K +2,173 +2%
Citadel Advisors
5
Citadel Advisors
Florida
$2.16M +$1.31M +45,442 +159%
Raymond James Financial
6
Raymond James Financial
Florida
$1.11M +$381K +13,185 +53%
FA
7
Fermata Advisors
California
$1.1M +$80.8K +2,799 +8%
EAM
8
Empirical Asset Management
Massachusetts
$983K +$342K +11,849 +54%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$749K +$743K +25,720 New
Mariner
10
Mariner
Kansas
$739K +$10.9K +377 +2%
DAS
11
Dynamic Advisor Solutions
Arizona
$609K -$12K -414 -2%
PFS
12
Prospera Financial Services
Texas
$421K +$3.23K +112 +0.8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$286K +$11.1K +386 +4%
JWCA
14
J.W. Cole Advisors
Florida
$266K -$12.2K -421 -4%
Wells Fargo
15
Wells Fargo
California
$133K -$264K -9,134 -67%
PTC
16
Private Trust Company
Ohio
$131K +$88.5K +3,066 +215%
Osaic Holdings
17
Osaic Holdings
Arizona
$59.3K +$33.6K +1,164 +134%
WWMSC
18
Wagner Wealth Management (South Carolina)
South Carolina
$10.4K +$6.79K +235 +191%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$5.19K +$5.14K +178 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$1.43K +$1.42K +49 New
Morgan Stanley
21
Morgan Stanley
New York
$38 – – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– -$454K -16,301 Closed

ROAM Hedge Fund Activity: Q4 2025 in Review

21 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Emerging Markets ETF (ROAM) for Q4 2025, worth a combined $51.8M — up 56% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ROAM positions and 1 closed out — a net gain of 3 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $7.85M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $454K sold.

  • 21 institutional investors held Hartford Multifactor Emerging Markets ETF (ROAM) as of Q4 2025, up from 18 in Q3 2025.
  • Funds reported $51.8M of Hartford Multifactor Emerging Markets ETF stock for Q4 2025, up 56% quarter-over-quarter.
  • 4 funds opened new Hartford Multifactor Emerging Markets ETF positions in Q4 2025 and 1 closed out, a net change of +3 holders.
  • The largest Hartford Multifactor Emerging Markets ETF buyer in Q4 2025 was Kestra Advisory Services, an estimated $7.85M added.
  • The largest Hartford Multifactor Emerging Markets ETF seller in Q4 2025 was Susquehanna International Group, an estimated $454K sold.

Based on aggregated 13F filings for Q4 2025.