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Hartford Multifactor Developed Markets ex-US ETF

143 hedge funds and large institutions have $1.47B invested in Hartford Multifactor Developed Markets ex-US ETF in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 38 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

10% more funds holding

Funds holding: 130143 (+13)

3% more capital invested

Capital invested by funds: $1.42B → $1.47B (+$47.6M)

0.34% more ownership

Funds ownership: 70.84%71.18% (+0.34%)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

43% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 67

Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
2.53%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.25%
New
30
Increased
38
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPIC
26
White Pine Investment Company
Michigan
$10.6M +$271K +9,955 +3%
SW
27
SlateStone Wealth
Florida
$9.48M -$1.61M -59,391 -15%
OIA
28
OneDigital Investment Advisors
Kansas
$9.47M -$23.2M -853,823 -72%
Truist Financial
29
Truist Financial
North Carolina
$8.62M +$540K +19,862 +7%
5L
30
55I LLC
Massachusetts
$8.24M +$3.28M +120,566 +71%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$7.72M +$290K +10,660 +4%
CWM
32
Cranbrook Wealth Management
Michigan
$7.59M +$63.7K +2,341 +0.9%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$7.1M +$798K +29,337 +13%
OBWG
34
Onyx Bridge Wealth Group
New York
$7.01M +$6.73M +247,615 New
CCFM
35
Clear Creek Financial Management
Washington
$6.57M +$6.31M +232,091 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$6.34M +$1.37M +50,319 +29%
Jane Street
37
Jane Street
New York
$6.13M +$5.89M +216,663 New
QA
38
Quantitative Advantage
Minnesota
$5.88M -$131K -4,808 -2%
PAG
39
Private Advisor Group
New Jersey
$5.84M +$1.27M +46,613 +29%
MIAN
40
Mariner Independent Advisor Network
Kansas
$5.75M -$207K -7,614 -4%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$5.63M -$642K -23,595 -11%
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$5.51M +$2.76M +101,363 +108%
CFG
43
Cooper Financial Group
California
$4.98M -$5.23M -192,395 -52%
HFS
44
Howard Financial Services
Texas
$4.75M +$363K +13,337 +9%
Citigroup
45
Citigroup
New York
$4.5M +$766K +28,189 +22%
SFG
46
Sowa Financial Group
Rhode Island
$4.35M -$105K -3,866 -2%
C1AG
47
Client 1st Advisory Group
Florida
$4.33M -$771K -28,340 -16%
SW
48
SteelPeak Wealth
California
$4.33M +$4.15M +152,764 New
CIAS
49
CFS Investment Advisory Services
New Jersey
$4.29M +$4.12M +151,585 New
NA
50
NewEdge Advisors
Louisiana
$4.24M -$347K -12,765 -8%

RODM Hedge Fund Activity: Q4 2020 in Review

143 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2020, worth a combined $1.47B — up 3.4% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RODM positions and 15 closed out — a net gain of 15 holders — while 38 added to existing stakes and 67 trimmed.

The largest buyer was Cerity Partners OCIO, adding an estimated $7.4M. The largest seller was OneDigital Investment Advisors, cutting an estimated $23.2M.

  • 143 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2020, up from 130 in Q3 2020.
  • Funds reported $1.47B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2020, up 3.4% quarter-over-quarter.
  • 30 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2020 and 15 closed out, a net change of +15 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2020 was Cerity Partners OCIO, an estimated $7.4M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2020 was OneDigital Investment Advisors, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2020.