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Hartford Multifactor Developed Markets ex-US ETF

129 hedge funds and large institutions have $1.42B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% less ownership

Funds ownership: 72.92%72.23% (-0.69%)

1% less capital invested

Capital invested by funds: $1.43B → $1.42B (-$12.8M)

5% less funds holding

Funds holding: 136129 (-7)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

36% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 64

Holders
129
Holders Change
-7
Holders Change %
-5.15%
% of All Funds
2.25%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
11
Increased
41
Reduced
64
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
26
IAG Wealth Partners
Wisconsin
$11.8M -$558K -17,987 -4%
CAN
27
Cetera Advisor Networks
California
$10.7M +$38.1K +1,228 +0.4%
FA
28
Fermata Advisors
California
$9.18M -$159K -5,128 -2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$9.08M -$209K -6,743 -2%
Truist Financial
30
Truist Financial
North Carolina
$8.76M +$360K +11,603 +4%
CWM
31
Cranbrook Wealth Management
Michigan
$8.38M +$22.4K +722 +0.3%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$8.19M -$288K -9,275 -3%
Jane Street
33
Jane Street
New York
$8.14M -$15.8M -509,390 -66%
HFS
34
Howard Financial Services
Texas
$7.66M +$1.4M +45,078 +22%
MAFM
35
Mid Atlantic Financial Management
Pennsylvania
$7.52M +$1.1M +35,329 +17%
OIA
36
OneDigital Investment Advisors
Kansas
$7.05M -$516K -16,647 -7%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$6.99M +$333K +10,729 +5%
Citigroup
38
Citigroup
New York
$6.3M +$1.03M +33,212 +19%
PAG
39
Private Advisor Group
New Jersey
$5.91M -$403K -12,989 -6%
OMC
40
Old Mission Capital
Illinois
$5.88M -$3.5M -112,763 -37%
MIAN
41
Mariner Independent Advisor Network
Kansas
$5.77M -$216K -6,969 -4%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$5.21M -$384K -12,370 -7%
SFG
43
Sowa Financial Group
Rhode Island
$4.42M -$133K -4,301 -3%
NA
44
NewEdge Advisors
Louisiana
$4.35M -$80.9K -2,608 -2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$3.76M +$269K +8,667 +8%
CWM
46
Cornerstone Wealth Management
Missouri
$3.47M +$239K +7,696 +7%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$3.18M +$140K +4,510 +5%
WMG
48
WESCAP Management Group
California
$3.1M -$56.6K -1,824 -2%
RPG
49
Resource Planning Group
Georgia
$2.42M -$41K -1,323 -2%
ARC
50
Advisor Resource Council
Texas
$2.06M +$2.08M +67,174 New

RODM Hedge Fund Activity: Q2 2021 in Review

129 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2021, worth a combined $1.42B — down 0.89% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of RODM and 11 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 41 added.

The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $23.9M. The largest seller was Morgan Stanley, cutting an estimated $28.1M.

  • 129 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2021, down from 136 in Q1 2021.
  • Funds reported $1.42B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2021, down 0.89% quarter-over-quarter.
  • 11 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2021 and 17 closed out, a net change of -6 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2021 was Coldstream Capital Management, an estimated $23.9M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2021 was Morgan Stanley, an estimated $28.1M sold.

Based on aggregated 13F filings for Q2 2021.