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Hartford Multifactor Developed Markets ex-US ETF
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Overview Fund Activity

141 hedge funds and large institutions have $1.26B invested in Hartford Multifactor Developed Markets ex-US ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 66 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.23%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
17
Increased
35
Reduced
66
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$111M
2
Jane Street
2
Jane Street
New York
$8.45M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$60.7M
4
CPO
4
Cerity Partners OCIO
New York
$184M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$10.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$30.6M
2
HFM
2
Hartford Funds Management
Pennsylvania
$71.3M
3
EWM
3
Executive Wealth Management
Michigan
$301K
4
WP
4
WealthPLAN Partners
Nebraska
$2.64M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$7.38M -$2.57M -88,219 -26%
SW
27
SlateStone Wealth
Florida
$6.92M -$763K -26,208 -10%
BTWM
28
Baker Tilly Wealth Management
Wisconsin
$6.21M +$473K +16,245 +8%
OIA
29
OneDigital Investment Advisors
Kansas
$6M -$117K -4,033 -2%
OMC
30
Old Mission Capital
Illinois
$5.84M +$288K +9,906 +5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$5.61M -$4.27M -146,527 -43%
PAG
32
Private Advisor Group
New Jersey
$5.26M +$364K +12,488 +7%
NA
33
NewEdge Advisors
Louisiana
$4.92M -$628K -21,572 -11%
MIAN
34
Mariner Independent Advisor Network
Kansas
$4.68M +$164K +5,641 +4%
Truist Financial
35
Truist Financial
North Carolina
$4.35M +$996K +34,198 +30%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$4.33M -$511K -17,541 -11%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$4.17M -$4M -136,366 -49%
SFG
38
Sowa Financial Group
Rhode Island
$4.05M -$4.14K -142 -0.1%
CWM
39
Cornerstone Wealth Management
Missouri
$4.03M +$278K +9,546 +7%
WMG
40
WESCAP Management Group
California
$3.81M +$1.02M +35,203 +37%
ES
41
Eagle Strategies
New York
$3.71M +$2.07M +71,003 +126%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$3.47M -$950K -32,626 -22%
FA
43
Fermata Advisors
California
$3.32M -$782K -26,845 -19%
CWM
44
Congress Wealth Management
Massachusetts
$2.92M -$241K -8,283 -8%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2.9M -$86.6K -2,975 -3%
KAS
46
Kestra Advisory Services
Texas
$2.87M +$254K +8,723 +10%
WP
47
WealthPLAN Partners
Nebraska
$2.64M -$6.57M -238,438 -71%
WIM
48
WealthPlan Investment Management
Nebraska
$2.64M +$2.64M +95,916 New
Citigroup
49
Citigroup
New York
$2.5M -$980K -33,639 -28%
CAN
50
Cetera Advisor Networks
California
$2.14M +$761K +26,111 +55%
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