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Hartford Multifactor Developed Markets ex-US ETF

74 hedge funds and large institutions have $963M invested in Hartford Multifactor Developed Markets ex-US ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 2

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

53% more capital invested

Capital invested by funds: $631M → $963M (+$332M)

51% more funds holding

Funds holding: 4974 (+25)

6.54% less ownership

Funds ownership: 78.46%71.91% (-6.5%)

Holders
74
Holders Change
+25
Holders Change %
+51.02%
% of All Funds
1.65%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.29%
New
28
Increased
27
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Strategic Wealth Management
Washington
$5.09M -$26.1K -966 -0.5%
WPIC
27
White Pine Investment Company
Michigan
$5.07M +$5.3M +196,425 New
DADC
28
D.A. Davidson & Co
Montana
$4.73M +$2.11M +78,274 +75%
EWM
29
Executive Wealth Management
Michigan
$4.38M +$4.58M +169,556 New
AI
30
Atria Investments
North Carolina
$4.37M -$5.55M -205,592 -55%
Citigroup
31
Citigroup
New York
$4.35M -$1.57M -58,288 -26%
KTC
32
Kistler-Tiffany Companies
Pennsylvania
$2.73M +$2.82M +104,565 +7,577%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$2.44M +$2.55M +94,396 New
CAN
34
Cetera Advisor Networks
California
$2.37M +$2.47M +91,626 New
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$2.24M +$2.34M +86,838 New
PWM
36
PRW Wealth Management
Massachusetts
$2.03M +$2.12M +78,553 New
Jane Street
37
Jane Street
New York
$2.01M -$13.6M -505,250 -87%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$1.92M -$238K -8,820 -11%
WMG
39
WESCAP Management Group
California
$1.83M +$1.92M +71,097 New
DWT
40
Dorsey & Whitney Trust
South Dakota
$1.71M +$1.79M +66,245 New
CWM
41
Cornerstone Wealth Management
Missouri
$1.71M -$24.5M -906,725 -93%
LNC
42
Lincoln National Corp
Pennsylvania
$1.42M +$268K +9,916 +22%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.38M -$556K -20,588 -28%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.34M +$1.09M +40,226 +348%
KFGK
45
Keystone Financial Group (Kentucky)
Kentucky
$1.32M +$52.3K +1,938 +4%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.23M -$866K -32,069 -40%
US Bancorp
47
US Bancorp
Minnesota
$1.19M -$4.62K -171 -0.4%
GFP
48
Gryphon Financial Partners
Ohio
$1.15M +$1.1M +40,804 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.09M +$163K +6,048 +17%
EWM
50
Evermay Wealth Management
Virginia
$1.06M +$1.11M +41,227 New

RODM Hedge Fund Activity: Q4 2018 in Review

74 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2018, worth a combined $963M — up 53% from $631M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RODM positions and 2 closed out — a net gain of 26 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Ameriprise, adding an estimated $89.3M. The largest seller was Cornerstone Wealth Management, cutting an estimated $24.5M.

  • 74 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2018, up from 49 in Q3 2018.
  • Funds reported $963M of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2018, up 53% quarter-over-quarter.
  • 28 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2018 and 2 closed out, a net change of +26 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2018 was Ameriprise, an estimated $89.3M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $24.5M sold.

Based on aggregated 13F filings for Q4 2018.