Hartford Multifactor Developed Markets ex-US ETF
RODM
120 hedge funds and large institutions have $1.48B invested in Hartford Multifactor Developed Markets ex-US ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 22 closing their positions.
18% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 22
2% more funds holding
Funds holding: 118 → 120 (+2)
3.36% less ownership
Funds ownership: 78.51% → 75.15% (-3.4%)
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
23% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 47
33% less capital invested
Capital invested by funds: $2.19B → $1.48B (-$715M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$37.2M |
| 2 |
FM
Foster & Motley
Cincinnati,
Ohio
|
+$18.6M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
+$18.3M |
| 4 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$9.11M |
| 5 |
Morgan Stanley
New York
|
+$5.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$66M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$44.3M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$42.1M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$28.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$16.6M |
RODM Hedge Fund Activity: Q1 2020 in Review
120 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2020, worth a combined $1.48B — down 33% from $2.19B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new RODM positions and 22 closed out — a net gain of 4 holders — while 36 added to existing stakes and 47 trimmed.
The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $37.2M. The largest seller was UBS Group, cutting an estimated $66M.
- 120 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2020, up from 118 in Q4 2019.
- Funds reported $1.48B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2020, down 33% quarter-over-quarter.
- 26 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2020 and 22 closed out, a net change of +4 holders.
- The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2020 was Parcion Private Wealth, an estimated $37.2M added.
- The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2020 was UBS Group, an estimated $66M sold.
Based on aggregated 13F filings for Q1 2020.