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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
Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
2.54%
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
Shares
Change %
WPIC
26
White Pine Investment Company
Michigan
$10.6M +$282K +9,955 +3%
SW
27
SlateStone Wealth
Florida
$9.48M -$1.68M -59,391 -15%
OIA
28
OneDigital Investment Advisors
Kansas
$9.47M -$24.2M -853,823 -72%
Truist Financial
29
Truist Financial
North Carolina
$8.62M +$562K +19,862 +7%
5L
30
55I LLC
Massachusetts
$8.24M +$3.41M +120,566 +71%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$7.72M +$302K +10,660 +4%
CWM
32
Cranbrook Wealth Management
Michigan
$7.59M +$66.3K +2,341 +0.9%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$7.1M +$831K +29,337 +13%
OBWG
34
Onyx Bridge Wealth Group
New York
$7.01M +$7.01M +247,615 New
CCFM
35
Clear Creek Financial Management
Washington
$6.57M +$6.57M +232,091 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$6.34M +$1.42M +50,319 +29%
Jane Street
37
Jane Street
New York
$6.13M +$6.13M +216,663 New
QA
38
Quantitative Advantage
Minnesota
$5.88M -$136K -4,808 -2%
PAG
39
Private Advisor Group
New Jersey
$5.85M +$1.32M +46,613 +29%
MIAN
40
Mariner Independent Advisor Network
Kansas
$5.75M -$216K -7,614 -4%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$5.63M -$668K -23,595 -11%
MAFM
42
Mid Atlantic Financial Management
Pennsylvania
$5.51M +$2.87M +101,363 +108%
CFG
43
Cooper Financial Group
California
$4.98M -$5.45M -192,395 -52%
HFS
44
Howard Financial Services
Texas
$4.75M +$378K +13,337 +9%
Citigroup
45
Citigroup
New York
$4.5M +$798K +28,189 +22%
SFG
46
Sowa Financial Group
Rhode Island
$4.35M -$109K -3,866 -2%
C1AG
47
Client 1st Advisory Group
Florida
$4.33M -$817K -28,340 -16%
SW
48
SteelPeak Wealth
California
$4.33M +$4.33M +152,764 New
CIAS
49
CFS Investment Advisory Services
New Jersey
$4.29M +$4.29M +151,585 New
NA
50
NewEdge Advisors
Louisiana
$4.24M -$361K -12,765 -8%