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Hartford Multifactor Developed Markets ex-US ETF
RODM

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

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

4% more funds holding

Funds holding: 136 → 141 (+5)

1.35% more ownership

Funds ownership: 72.84% → 74.19% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

8% less capital invested

Capital invested by funds: $1.37B → $1.26B (-$106M)

47% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 66

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.22%
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

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$11.7M
2
Jane Street
Jane Street
New York
+$8.48M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.74M
4
CPO
Cerity Partners OCIO
New York
+$5.42M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.7M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$39.3M
2
HFM
Hartford Funds Management
Pennsylvania
-$19.7M
3
EWM
Executive Wealth Management
Michigan
-$18.2M
4
WP
WealthPLAN Partners
Nebraska
-$6.97M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$7.38M -$2.58M -88,219 -26%
SW
27
SlateStone Wealth
Florida
$6.92M -$766K -26,208 -10%
BTWM
28
Baker Tilly Wealth Management
Wisconsin
$6.21M +$475K +16,245 +8%
OIA
29
OneDigital Investment Advisors
Kansas
$6M -$118K -4,033 -2%
OMC
30
Old Mission Capital
Illinois
$5.84M +$290K +9,906 +5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$5.61M -$4.28M -146,527 -43%
PAG
32
Private Advisor Group
New Jersey
$5.26M +$365K +12,488 +7%
NA
33
NewEdge Advisors
Louisiana
$4.92M -$631K -21,572 -11%
MIAN
34
Mariner Independent Advisor Network
Kansas
$4.68M +$165K +5,641 +4%
Truist Financial
35
Truist Financial
North Carolina
$4.35M +$1,000K +34,198 +30%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$4.33M -$513K -17,541 -11%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$4.17M -$3.99M -136,366 -49%
SFG
38
Sowa Financial Group
Rhode Island
$4.05M -$4.15K -142 -0.1%
CWM
39
Cornerstone Wealth Management
Missouri
$4.03M +$279K +9,546 +7%
WMG
40
WESCAP Management Group
California
$3.81M +$1.03M +35,203 +37%
ES
41
Eagle Strategies
New York
$3.71M +$2.08M +71,003 +126%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$3.46M -$954K -32,626 -22%
FA
43
Fermata Advisors
California
$3.31M -$785K -26,845 -19%
CWM
44
Congress Wealth Management
Massachusetts
$2.92M -$242K -8,283 -8%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2.9M -$87K -2,975 -3%
KAS
46
Kestra Advisory Services
Texas
$2.87M +$255K +8,723 +10%
WP
47
WealthPLAN Partners
Nebraska
$2.64M -$6.97M -238,438 -71%
WIM
48
WealthPlan Investment Management
Nebraska
$2.64M +$2.8M +95,916 New
Citigroup
49
Citigroup
New York
$2.5M -$983K -33,639 -28%
CAN
50
Cetera Advisor Networks
California
$2.14M +$763K +26,111 +55%
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RODM Hedge Fund Activity: Q1 2022 in Review

141 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2022, worth a combined $1.26B — down 7.7% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RODM positions and 9 closed out — a net gain of 8 holders — while 35 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $11.7M. The largest seller was Ameriprise, cutting an estimated $39.3M.

  • 141 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2022, up from 136 in Q4 2021.
  • Funds reported $1.26B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2022, down 7.7% quarter-over-quarter.
  • 17 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2022 and 9 closed out, a net change of +8 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2022 was Bank of America, an estimated $11.7M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2022 was Ameriprise, an estimated $39.3M sold.

Based on aggregated 13F filings for Q1 2022.