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Hartford Multifactor Developed Markets ex-US ETF

128 hedge funds and large institutions have $952M invested in Hartford Multifactor Developed Markets ex-US ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

2% more funds holding

Funds holding: 125128 (+3)

1.01% more ownership

Funds ownership: 75.63%76.64% (+1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

11% less capital invested

Capital invested by funds: $1.06B → $952M (-$113M)

40% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 58

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
14
Increased
35
Reduced
58
Closed
8
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cranbrook Wealth Management
Michigan
$5.68M -$476K -19,437 -7%
PAG
27
Private Advisor Group
New Jersey
$5.28M -$284K -11,611 -5%
BTWM
28
Baker Tilly Wealth Management
Wisconsin
$5.2M +$388K +15,838 +7%
OIA
29
OneDigital Investment Advisors
Kansas
$4.08M -$412K -16,816 -8%
CWM
30
Cornerstone Wealth Management
Missouri
$3.86M +$573K +23,396 +15%
RPG
31
Resource Planning Group
Georgia
$3.77M +$1.23M +50,118 +41%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.55M +$918K +37,508 +30%
SFG
33
Sowa Financial Group
Rhode Island
$3.17M +$90.8K +3,710 +3%
Truist Financial
34
Truist Financial
North Carolina
$3.09M +$15.5K +632 +0.4%
WMG
35
WESCAP Management Group
California
$2.55M -$101K -4,133 -3%
KAS
36
Kestra Advisory Services
Texas
$2.46M +$133K +5,441 +5%
NA
37
NewEdge Advisors
Louisiana
$2.42M -$420K -17,174 -13%
Citadel Advisors
38
Citadel Advisors
Florida
$2.36M +$2.65M +108,415 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$2.33M -$571K -23,304 -18%
SW
40
SlateStone Wealth
Florida
$2.24M -$2.12M -86,495 -46%
FA
41
Fermata Advisors
California
$2.19M -$191K -7,820 -7%
MIAN
42
Mariner Independent Advisor Network
Kansas
$2.03M -$155K -6,337 -6%
CWM
43
Congress Wealth Management
Massachusetts
$1.97M -$40.1K -1,637 -2%
WIM
44
WealthPlan Investment Management
Nebraska
$1.76M +$1.71M +70,016 New
CAN
45
Cetera Advisor Networks
California
$1.58M -$38.3K -1,564 -2%
EH
46
Equitable Holdings
New York
$1.29M +$233K +9,518 +19%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.27M -$28.3K -1,155 -2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.17M -$9.74K -398 -0.7%
CCA
49
Cobblestone Capital Advisors
New York
$1.15M +$1.3M +53,023 New
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$596K +24,322 +86%

RODM Hedge Fund Activity: Q3 2022 in Review

128 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2022, worth a combined $952M — down 11% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RODM positions and 8 closed out — a net gain of 6 holders — while 35 added to existing stakes and 58 trimmed.

The largest buyer was Jane Street, adding an estimated $50.1M. The largest seller was Morgan Stanley, cutting an estimated $22.7M.

  • 128 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2022, up from 125 in Q2 2022.
  • Funds reported $952M of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 14 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2022 and 8 closed out, a net change of +6 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2022 was Jane Street, an estimated $50.1M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2022 was Morgan Stanley, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2022.