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Hartford Multifactor Developed Markets ex-US ETF

127 hedge funds and large institutions have $1.23B invested in Hartford Multifactor Developed Markets ex-US ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $952M → $1.23B (+$280M)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

10.23% more ownership

Funds ownership: 76.64%86.87% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 128127 (-1)

44% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 57

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.04%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
23
Increased
32
Reduced
57
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
26
Howard Financial Services
Texas
$6.62M -$841K -35,254 -12%
VF
27
Vawter Financial
Ohio
$6.01M +$5.79M +242,603 New
IWP
28
IAG Wealth Partners
Wisconsin
$6.01M -$2.22M -93,193 -28%
BTWM
29
Baker Tilly Wealth Management
Wisconsin
$5.9M -$24.6K -1,029 -0.4%
ECM
30
Evergreen Capital Management
Washington
$5.1M +$4.91M +205,645 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.43M +$364K +15,265 +9%
CWM
32
Cranbrook Wealth Management
Michigan
$4.08M -$2.31M -96,613 -37%
RPG
33
Resource Planning Group
Georgia
$3.85M -$436K -18,266 -11%
SFG
34
Sowa Financial Group
Rhode Island
$3.63M +$18.1K +759 +0.5%
OIA
35
OneDigital Investment Advisors
Kansas
$3.51M -$1.1M -46,081 -25%
Citadel Advisors
36
Citadel Advisors
Florida
$3.5M +$778K +32,598 +30%
Truist Financial
37
Truist Financial
North Carolina
$2.95M -$550K -23,029 -16%
Osaic Holdings
38
Osaic Holdings
Arizona
$2.66M -$17.6M -736,315 -87%
WMG
39
WESCAP Management Group
California
$2.58M -$312K -13,093 -11%
CAN
40
Cetera Advisor Networks
California
$2.43M +$604K +25,326 +35%
KAS
41
Kestra Advisory Services
Texas
$2.31M -$473K -19,825 -18%
FA
42
Fermata Advisors
California
$2.24M -$248K -10,407 -10%
WP
43
WealthPLAN Partners
Nebraska
$1.88M +$1.7M +71,353 New
WIM
44
WealthPlan Investment Management
Nebraska
$1.88M +$31.9K +1,337 +2%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.8M +$1.36M +56,807 +360%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$1.74M +$584K +24,457 +53%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.53M +$128K +5,364 +10%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.45M -$1.16M -48,804 -45%
FTUS
49
Flow Traders U.S.
New York
$1.4M +$1.35M +56,609 New
FA
50
Flagstar Advisors
New York
$1.38M +$131K +5,471 +11%

RODM Hedge Fund Activity: Q4 2022 in Review

127 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2022, worth a combined $1.23B — up 29% from $952M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RODM positions and 20 closed out — a net gain of 3 holders — while 32 added to existing stakes and 57 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $37.9M. The largest seller was Jane Street, cutting an estimated $22.6M.

  • 127 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2022, down from 128 in Q3 2022.
  • Funds reported $1.23B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 23 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2022 and 20 closed out, a net change of +3 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2022 was Avantax Advisory Services, an estimated $37.9M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2022 was Jane Street, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2022.