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Hartford Multifactor Developed Markets ex-US ETF

136 hedge funds and large institutions have $1.43B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.73% more ownership

Funds ownership: 71.18%72.92% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

2% less capital invested

Capital invested by funds: $1.47B → $1.43B (-$36.5M)

5% less funds holding

Funds holding: 143136 (-7)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

46% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 68

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
2.39%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
16
Increased
37
Reduced
68
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPIC
26
White Pine Investment Company
Michigan
$11.3M +$223K +7,652 +2%
CAN
27
Cetera Advisor Networks
California
$10.3M -$2.67M -91,591 -21%
Citadel Advisors
28
Citadel Advisors
Florida
$10.1M +$9.06M +311,150 +1,042%
OMC
29
Old Mission Capital
Illinois
$9.03M +$7.76M +266,390 +707%
FA
30
Fermata Advisors
California
$9.03M +$8.85M +303,891 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$8.98M +$1.5M +51,582 +21%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$8.2M +$93.8K +3,222 +1%
OBWG
33
Onyx Bridge Wealth Group
New York
$8.13M +$764K +26,236 +11%
Truist Financial
34
Truist Financial
North Carolina
$8.13M -$895K -30,756 -10%
CWM
35
Cranbrook Wealth Management
Michigan
$8.09M +$122K +4,180 +2%
OIA
36
OneDigital Investment Advisors
Kansas
$7.31M -$2.57M -88,442 -26%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$6.45M -$200K -6,853 -3%
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$6.22M +$427K +14,672 +8%
PAG
39
Private Advisor Group
New Jersey
$6.11M -$26.8K -920 -0.4%
HFS
40
Howard Financial Services
Texas
$6.07M +$1.06M +36,569 +22%
MIAN
41
Mariner Independent Advisor Network
Kansas
$5.79M -$234K -8,050 -4%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$5.41M -$492K -16,897 -8%
Citigroup
43
Citigroup
New York
$5.1M +$375K +12,880 +8%
SFG
44
Sowa Financial Group
Rhode Island
$4.4M -$160K -5,502 -4%
NA
45
NewEdge Advisors
Louisiana
$4.29M -$160K -5,486 -4%
C1AG
46
Client 1st Advisory Group
Florida
$3.61M -$834K -28,640 -19%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$3.38M +$513K +17,614 +18%
CWM
48
Cornerstone Wealth Management
Missouri
$3.13M +$119K +4,091 +4%
WMG
49
WESCAP Management Group
California
$3.06M +$458K +15,732 +18%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$2.94M +$304K +10,436 +12%

RODM Hedge Fund Activity: Q1 2021 in Review

136 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2021, worth a combined $1.43B — down 2.5% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of RODM and 16 opened new positions — a net loss of 5 holders — while 68 trimmed existing stakes and 37 added.

The largest buyer was Jane Street, adding an estimated $16.2M. The largest seller was Parcion Private Wealth, cutting an estimated $31.7M.

  • 136 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2021, down from 143 in Q4 2020.
  • Funds reported $1.43B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2021, down 2.5% quarter-over-quarter.
  • 16 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2021 and 21 closed out, a net change of -5 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2021 was Jane Street, an estimated $16.2M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2021 was Parcion Private Wealth, an estimated $31.7M sold.

Based on aggregated 13F filings for Q1 2021.