We are live on ! Find out more
RODM icon

Hartford Multifactor Developed Markets ex-US ETF
RODM

49 hedge funds and large institutions have $631M invested in Hartford Multifactor Developed Markets ex-US ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 10

66% more capital invested

Capital invested by funds: $380M → $631M (+$252M)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

17% more funds holding

Funds holding: 42 → 49 (+7)

12.04% more ownership

Funds ownership: 66.41% → 78.46% (+12%)

Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
1.12%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
11
Increased
25
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$74M
2
WP
WealthPLAN Partners
Nebraska
+$22.7M
3
MIAN
Mariner Independent Advisor Network
Kansas
+$18.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$17.2M
5
UBS Group
UBS Group
Switzerland
+$15.9M

Top Sellers

1
LS
Lattice Strategies
Pennsylvania
-$1.72M
2
RJA
Raymond James & Associates
Florida
-$1.21M
3
FAIM
Financial Advocates Investment Management
Washington
-$517K
4
AI
Atria Investments
North Carolina
-$380K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$176K
Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
26
Good Life Advisors
Pennsylvania
$2.86M +$2.84M +98,807 New
Stifel Financial
27
Stifel Financial
Missouri
$2.55M +$2.54M +88,179 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$2.41M -$42K -1,459 -2%
Ameriprise
29
Ameriprise
Minnesota
$2.34M +$2.32M +80,773 New
HighTower Advisors
30
HighTower Advisors
Illinois
$2.31M +$80.4K +2,796 +4%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.15M +$2.13M +74,147 New
PAG
32
Private Advisor Group
New Jersey
$2.12M +$1.83M +63,477 +651%
KFGK
33
Keystone Financial Group (Kentucky)
Kentucky
$1.43M +$243K +8,434 +21%
US Bancorp
34
US Bancorp
Minnesota
$1.34M +$73.3K +2,548 +6%
LNC
35
Lincoln National Corp
Pennsylvania
$1.3M +$764K +26,580 +144%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.05M +$419K +14,569 +67%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$952K -$45.9K -1,597 -5%
AFM
38
Andesa Financial Management
Pennsylvania
$927K +$922K +32,070 New
BCI
39
Brinker Capital Investments
Pennsylvania
$631K +$24.9K +866 +4%
MML Investors Services
40
MML Investors Services
Massachusetts
$335K +$288 +10 +0.1%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$318K -$176K -6,123 -36%
IA
42
IFP Advisors
Florida
$287K -$92.2K -3,205 -24%
WWMSC
43
Wagner Wealth Management (South Carolina)
South Carolina
$136K +$135K +4,685 New
KTC
44
Kistler-Tiffany Companies
Pennsylvania
$40K – – –
JCM
45
Jacobi Capital Management
Pennsylvania
$33K +$26.9K +937 +469%
FHA
46
Flagship Harbor Advisors
Massachusetts
$17K -$10.2K -354 -37%
OIA
47
Optimum Investment Advisors
Illinois
$12K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$6K -$11.5K -400 -67%
FAIM
49
Financial Advocates Investment Management
Washington
– -$517K -18,422 Closed
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
– -$103K -3,628 Closed
1
2
3

RODM Hedge Fund Activity: Q3 2018 in Review

49 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2018, worth a combined $631M — up 66% from $380M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RODM positions and 4 closed out — a net gain of 7 holders — while 25 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74M. The largest seller was Lattice Strategies, cutting an estimated $1.72M.

  • 49 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2018, up from 42 in Q2 2018.
  • Funds reported $631M of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2018, up 66% quarter-over-quarter.
  • 11 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2018 and 4 closed out, a net change of +7 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2018 was Morgan Stanley, an estimated $74M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2018 was Lattice Strategies, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2018.