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Hartford Multifactor Developed Markets ex-US ETF
RODM

42 hedge funds and large institutions have $380M invested in Hartford Multifactor Developed Markets ex-US ETF in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

82% more capital invested

Capital invested by funds: $209M → $380M (+$171M)

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

50% more funds holding

Funds holding: 28 → 42 (+14)

0.47% less ownership

Funds ownership: 66.88% → 66.41% (-0.47%)

Holders
42
Holders Change
+14
Holders Change %
+50%
% of All Funds
0.96%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
17
Increased
16
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$55.1M
2
HFM
Hartford Funds Management
Pennsylvania
+$41.6M
3
CWM
Cornerstone Wealth Management
Missouri
+$26.6M
4
UBS Group
UBS Group
Switzerland
+$20.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.5M

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
-$30.8M
2
Jane Street
Jane Street
New York
-$2.29M
3
LS
Lattice Strategies
Pennsylvania
-$2.07M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$602K
5
DC
Davenport & Co
Virginia
-$471K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$840K -$2.29M -77,954 -72%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$616K +$637K +21,726 New
BCI
28
Brinker Capital Investments
Pennsylvania
$593K +$613K +20,912 New
LNC
29
Lincoln National Corp
Pennsylvania
$524K +$542K +18,480 New
FAIM
30
Financial Advocates Investment Management
Washington
$517K -$70.7K -2,409 -12%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$485K +$278K +9,494 +125%
IA
32
IFP Advisors
Florida
$372K +$385K +13,125 New
MML Investors Services
33
MML Investors Services
Massachusetts
$328K +$339K +11,556 New
PAG
34
Private Advisor Group
New Jersey
$274K +$286K +9,748 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$103K -$61.1K -2,084 -36%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55K +$56.9K +1,941 New
KTC
37
Kistler-Tiffany Companies
Pennsylvania
$39K +$40.5K +1,380 New
FHA
38
Flagship Harbor Advisors
Massachusetts
$27K +$28K +955 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$17K +$17.6K +600 New
OIA
40
Optimum Investment Advisors
Illinois
$11K – – –
JCM
41
Jacobi Capital Management
Pennsylvania
$6K – – –
BCA
42
Bay Colony Advisors
Massachusetts
$5K +$5.57K +190 New
Bank of New York Mellon
43
Bank of New York Mellon
New York
– -$602K -20,589 Closed
DC
44
Davenport & Co
Virginia
– -$471K -16,105 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$370K -12,649 Closed
1
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RODM Hedge Fund Activity: Q2 2018 in Review

42 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2018, worth a combined $380M — up 82% from $209M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RODM positions and 3 closed out — a net gain of 14 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.1M. The largest seller was Mariner Independent Advisor Network, cutting an estimated $30.8M.

  • 42 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2018, up from 28 in Q1 2018.
  • Funds reported $380M of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2018, up 82% quarter-over-quarter.
  • 17 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2018 and 3 closed out, a net change of +14 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2018 was Morgan Stanley, an estimated $55.1M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2018 was Mariner Independent Advisor Network, an estimated $30.8M sold.

Based on aggregated 13F filings for Q2 2018.