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Hartford Multifactor Developed Markets ex-US ETF

101 hedge funds and large institutions have $1.79B invested in Hartford Multifactor Developed Markets ex-US ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 31

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

3% more funds holding

Funds holding: 98101 (+3)

4% more capital invested

Capital invested by funds: $1.72B → $1.79B (+$75.2M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.12% less ownership

Funds ownership: 76.7%76.58% (-0.12%)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.21%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
9
Increased
52
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$11.7M +$1.85M +66,903 +19%
CGL
27
Clarius Group LLC
Washington
$10.8M +$4.57M +165,358 +74%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$10.8M +$1.56M +56,257 +17%
ACA
29
Aptus Capital Advisors
Alabama
$10.3M +$6.68M +241,428 +188%
NA
30
NewEdge Advisors
Louisiana
$10.2M +$2.54M +91,851 +34%
Stifel Financial
31
Stifel Financial
Missouri
$9.59M +$1.11M +39,968 +13%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$9.08M +$9.01M +325,780 New
PAG
33
Private Advisor Group
New Jersey
$7.95M +$104K +3,757 +1%
DADC
34
D.A. Davidson & Co
Montana
$7.16M +$576K +20,836 +9%
SPL
35
Smart Portfolios LLC
Washington
$6.81M -$32.6K -1,178 -0.5%
GLA
36
Good Life Advisors
Pennsylvania
$6.59M -$189K -6,853 -3%
AG
37
Advisor Group
Arizona
$6.51M -$482K -17,428 -7%
WPIC
38
White Pine Investment Company
Michigan
$6.21M +$159K +5,755 +3%
IC
39
Inscription Capital
Texas
$5.42M -$1.48M -53,640 -22%
IA
40
IFP Advisors
Florida
$4.75M +$4.72M +170,695 New
SWM
41
Strategic Wealth Management
Washington
$4.67M +$18.6K +673 +0.4%
WMG
42
WESCAP Management Group
California
$4.47M +$169K +6,118 +4%
SPIA
43
Steward Partners Investment Advisory
New York
$4.47M +$4.43M +160,247 New
GSWM
44
Golden State Wealth Management
California
$4.09M -$369K -13,338 -8%
QA
45
Quantitative Advantage
Minnesota
$3.87M +$3.84M +138,934 New
MAFM
46
Mid Atlantic Financial Management
Pennsylvania
$3.74M +$373K +13,506 +11%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$3.63M -$834K -30,149 -19%
Jane Street
48
Jane Street
New York
$3.44M -$1.43M -51,650 -30%
KTC
49
Kistler-Tiffany Companies
Pennsylvania
$3.09M -$172K -6,203 -5%
SWAG
50
Spectrum Wealth Advisory Group
California
$2.96M +$24.9K +899 +0.9%

RODM Hedge Fund Activity: Q3 2019 in Review

101 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2019, worth a combined $1.79B — up 4.4% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RODM positions and 6 closed out — a net gain of 3 holders — while 52 added to existing stakes and 31 trimmed.

The largest buyer was Ameriprise, adding an estimated $23.1M. The largest seller was OneDigital Investment Advisors, cutting an estimated $11.8M.

  • 101 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2019, up from 98 in Q2 2019.
  • Funds reported $1.79B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2019, up 4.4% quarter-over-quarter.
  • 9 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2019 and 6 closed out, a net change of +3 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2019 was Ameriprise, an estimated $23.1M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2019 was OneDigital Investment Advisors, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2019.