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Hartford Multifactor Developed Markets ex-US ETF
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Overview Fund Activity

124 hedge funds and large institutions have $1.12B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 12 closing their positions.

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
13
Increased
37
Reduced
59
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$42.3M
2
MCCA
2
Mill Creek Capital Advisors
Pennsylvania
$149M
3
AT
3
Arden Trust
Delaware
$8.51M
4
OMC
4
Old Mission Capital
Illinois
$7.35M
5
Bank of America
5
Bank of America
North Carolina
$78.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$18.7M
2
GA
2
Goldstein Advisors
Wisconsin
$8.25M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$52M
4
Morgan Stanley
4
Morgan Stanley
New York
$117M
5
WPIC
5
White Pine Investment Company
Michigan
$588K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$7.1M -$174K -6,600 -2%
BTWM
27
Baker Tilly Wealth Management
Wisconsin
$6.75M +$483K +18,359 +8%
HFS
28
Howard Financial Services
Texas
$6.08M -$951K -36,103 -14%
CWM
29
Cornerstone Wealth Management
Missouri
$5.68M +$5.68M +215,577 New
IWP
30
IAG Wealth Partners
Wisconsin
$5.56M -$824K -31,306 -13%
ECM
31
Evergreen Capital Management
Washington
$5.26M -$155K -5,880 -3%
Wells Fargo
32
Wells Fargo
California
$4.23M -$4.81M -182,832 -53%
SFG
33
Sowa Financial Group
Rhode Island
$4.13M +$270K +10,242 +7%
RPG
34
Resource Planning Group
Georgia
$3.79M -$292K -11,098 -7%
OIA
35
OneDigital Investment Advisors
Kansas
$3.47M -$257K -9,756 -7%
Truist Financial
36
Truist Financial
North Carolina
$3.34M +$206K +7,807 +7%
WWM
37
Wagner Wealth Management
South Carolina
$2.99M +$2.56M +97,237 +602%
CWM
38
Cranbrook Wealth Management
Michigan
$2.92M -$1.42M -53,922 -33%
WMG
39
WESCAP Management Group
California
$2.8M +$61.3K +2,329 +2%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$2.76M +$911K +34,590 +49%
NA
41
NewEdge Advisors
Louisiana
$2.58M +$29K +1,099 +1%
AF
42
Allworth Financial
California
$2.44M +$1.64M +62,117 +202%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.43M +$890K +33,793 +58%
KAS
44
Kestra Advisory Services
Texas
$2.39M -$67K -2,545 -3%
WP
45
WealthPLAN Partners
Nebraska
$1.89M +$9.22K +350 +0.5%
CAN
46
Cetera Advisor Networks
California
$1.55M -$1.03M -39,185 -40%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.54M +$12.9K +489 +0.8%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.49M -$1.34M -50,938 -47%
FA
49
Flagstar Advisors
New York
$1.46M – – –
CCA
50
Cobblestone Capital Advisors
New York
$1.44M +$52.5K +1,995 +4%
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