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Hartford Multifactor Developed Markets ex-US ETF

84 hedge funds and large institutions have $1.47B invested in Hartford Multifactor Developed Markets ex-US ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

53% more capital invested

Capital invested by funds: $963M → $1.47B (+$510M)

14% more funds holding

Funds holding: 7484 (+10)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

5.37% more ownership

Funds ownership: 71.91%77.28% (+5.4%)

Holders
84
Holders Change
+10
Holders Change %
+13.51%
% of All Funds
1.82%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.3%
New
18
Increased
46
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$7.59M +$7.19M +260,593 +2,912%
AG
27
Advisor Group
Arizona
$7.08M -$769K -27,873 -10%
NA
28
NewEdge Advisors
Louisiana
$7.06M +$663K +24,023 +11%
GLA
29
Good Life Advisors
Pennsylvania
$6.84M +$283K +10,276 +4%
SPL
30
Smart Portfolios LLC
Washington
$6.67M -$818K -29,655 -11%
WPIC
31
White Pine Investment Company
Michigan
$5.97M +$432K +15,645 +8%
ACA
32
Aptus Capital Advisors
Alabama
$5.76M +$5.64M +204,377 New
DADC
33
D.A. Davidson & Co
Montana
$5.61M +$443K +16,070 +9%
SWM
34
Strategic Wealth Management
Washington
$4.71M -$832K -30,182 -15%
WMG
35
WESCAP Management Group
California
$4.16M +$2.11M +76,632 +108%
SWAG
36
Spectrum Wealth Advisory Group
California
$3.77M +$3.69M +133,942 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$3.64M +$961K +34,849 +37%
GSWM
38
Golden State Wealth Management
California
$3.6M +$3.52M +127,666 New
MML Investors Services
39
MML Investors Services
Massachusetts
$3.35M +$1.85M +67,054 +129%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$3.31M +$3.24M +117,604 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$3.21M +$2.5M +90,654 +390%
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$3.19M +$726K +26,337 +30%
KTC
43
Kistler-Tiffany Companies
Pennsylvania
$3.14M +$150K +5,450 +5%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$3.05M +$1.81M +65,804 +155%
PWM
45
PRW Wealth Management
Massachusetts
$2.73M +$507K +18,395 +23%
CWM
46
Cornerstone Wealth Management
Missouri
$2.39M +$50.2K +1,821 +3%
LNC
47
Lincoln National Corp
Pennsylvania
$2.17M +$605K +21,929 +40%
OIA
48
OneDigital Investment Advisors
Kansas
$2.03M +$1.99M +72,066 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$2.03M +$1.99M +72,147 New
DWT
50
Dorsey & Whitney Trust
South Dakota
$1.87M

RODM Hedge Fund Activity: Q1 2019 in Review

84 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2019, worth a combined $1.47B — up 53% from $963M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RODM positions and 8 closed out — a net gain of 10 holders — while 46 added to existing stakes and 17 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $90.5M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $36.1M sold.

  • 84 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2019, up from 74 in Q4 2018.
  • Funds reported $1.47B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2019, up 53% quarter-over-quarter.
  • 18 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2019 and 8 closed out, a net change of +10 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2019 was Avantax Advisory Services, an estimated $90.5M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2019 was JP Morgan Chase, an estimated $36.1M sold.

Based on aggregated 13F filings for Q1 2019.