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Hartford Multifactor Developed Markets ex-US ETF
RODM

136 hedge funds and large institutions have $1.37B invested in Hartford Multifactor Developed Markets ex-US ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

5% more funds holding

Funds holding: 129 → 136 (+7)

2% more ownership

Funds ownership: 70.84% → 72.84% (+2%)

0% less capital invested

Capital invested by funds: $1.37B → $1.37B (-$2M)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

27% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 56

Holders
136
Holders Change
+7
Holders Change %
+5.43%
% of All Funds
2.09%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
41
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPO
Cerity Partners OCIO
New York
+$33.8M
2
BTWM
Baker Tilly Wealth Management
Wisconsin
+$5.98M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.79M
4
FM
Foster & Motley
Ohio
+$4.01M
5
HFS
Howard Financial Services
Texas
+$3.04M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$22.4M
2
CAN
Cetera Advisor Networks
California
-$9.73M
3
Citadel Advisors
Citadel Advisors
Florida
-$7.41M
4
Wells Fargo
Wells Fargo
California
-$6.16M
5
FA
Fermata Advisors
California
-$4.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
26
WealthPLAN Partners
Nebraska
$9.8M -$1.02M -33,507 -9%
CWM
27
Cranbrook Wealth Management
Michigan
$8.49M +$306K +10,070 +4%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$8.32M +$349K +11,507 +4%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$8.16M +$5.79M +190,656 +217%
SW
30
SlateStone Wealth
Florida
$7.94M -$4.15M -136,734 -34%
OIA
31
OneDigital Investment Advisors
Kansas
$6.33M -$283K -9,325 -4%
BTWM
32
Baker Tilly Wealth Management
Wisconsin
$5.93M +$5.98M +197,019 New
OMC
33
Old Mission Capital
Illinois
$5.74M -$376K -12,402 -6%
NA
34
NewEdge Advisors
Louisiana
$5.73M +$1.43M +47,111 +33%
PAG
35
Private Advisor Group
New Jersey
$5.07M -$1.63M -53,765 -24%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$5.01M -$286K -9,436 -5%
MIAN
37
Mariner Independent Advisor Network
Kansas
$4.66M -$941K -30,997 -17%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$4.57M -$547K -18,033 -11%
FA
39
Fermata Advisors
California
$4.24M -$4.8M -158,092 -53%
SFG
40
Sowa Financial Group
Rhode Island
$4.19M -$98.9K -3,258 -2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$4.01M -$178K -5,854 -4%
CWM
42
Cornerstone Wealth Management
Missouri
$3.88M +$120K +3,966 +3%
ARC
43
Advisor Resource Council
Texas
$3.65M +$2.33M +76,930 +174%
Citigroup
44
Citigroup
New York
$3.6M -$2.85M -93,873 -44%
Truist Financial
45
Truist Financial
North Carolina
$3.46M -$671K -22,118 -16%
CWM
46
Congress Wealth Management
Massachusetts
$3.27M +$3.29M +108,443 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$3.08M -$14.1K -463 -0.5%
WMG
48
WESCAP Management Group
California
$2.88M +$21.7K +714 +0.8%
KAS
49
Kestra Advisory Services
Texas
$2.7M +$96K +3,164 +4%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$2.63M -$830K -27,339 -24%
1
2
3 4 5

RODM Hedge Fund Activity: Q4 2021 in Review

136 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2021, worth a combined $1.37B — down 0.15% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RODM positions and 13 closed out — a net gain of 10 holders — while 41 added to existing stakes and 56 trimmed.

The largest buyer was Cerity Partners OCIO, adding an estimated $33.8M. The largest seller was Ameriprise, cutting an estimated $22.4M.

  • 136 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2021, up from 129 in Q3 2021.
  • Funds reported $1.37B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2021, down 0.15% quarter-over-quarter.
  • 23 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2021 and 13 closed out, a net change of +10 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2021 was Cerity Partners OCIO, an estimated $33.8M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2021 was Ameriprise, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2021.