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Hartford Multifactor Developed Markets ex-US ETF

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.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

2% less funds holding

Funds holding: 127124 (-3)

9% less capital invested

Capital invested by funds: $1.23B → $1.12B (-$113M)

12.04% less ownership

Funds ownership: 86.87%74.83% (-12%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

37% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 59

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
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$7.1M -$171K -6,600 -2%
BTWM
27
Baker Tilly Wealth Management
Wisconsin
$6.75M +$477K +18,359 +8%
HFS
28
Howard Financial Services
Texas
$6.08M -$938K -36,103 -14%
CWM
29
Cornerstone Wealth Management
Missouri
$5.68M +$5.6M +215,577 New
IWP
30
IAG Wealth Partners
Wisconsin
$5.56M -$813K -31,306 -13%
ECM
31
Evergreen Capital Management
Washington
$5.26M -$153K -5,880 -3%
Wells Fargo
32
Wells Fargo
California
$4.23M -$4.75M -182,832 -53%
SFG
33
Sowa Financial Group
Rhode Island
$4.13M +$266K +10,242 +7%
RPG
34
Resource Planning Group
Georgia
$3.79M -$288K -11,098 -7%
OIA
35
OneDigital Investment Advisors
Kansas
$3.47M -$253K -9,756 -7%
Truist Financial
36
Truist Financial
North Carolina
$3.34M +$203K +7,807 +7%
WWMSC
37
Wagner Wealth Management (South Carolina)
South Carolina
$2.99M +$2.53M +97,237 +602%
CWM
38
Cranbrook Wealth Management
Michigan
$2.92M -$1.4M -53,922 -33%
WMG
39
WESCAP Management Group
California
$2.8M +$60.5K +2,329 +2%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$2.76M +$899K +34,590 +49%
NA
41
NewEdge Advisors
Louisiana
$2.58M +$28.5K +1,099 +1%
AF
42
Allworth Financial
California
$2.44M +$1.61M +62,117 +202%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.43M +$878K +33,793 +58%
KAS
44
Kestra Advisory Services
Texas
$2.39M -$66.1K -2,545 -3%
WP
45
WealthPLAN Partners
Nebraska
$1.89M +$9.09K +350 +0.5%
CAN
46
Cetera Advisor Networks
California
$1.55M -$1.02M -39,185 -40%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.54M +$12.7K +489 +0.8%
Osaic Holdings
48
Osaic Holdings
Arizona
$1.49M -$1.32M -50,938 -47%
FA
49
Flagstar Advisors
New York
$1.46M
CCA
50
Cobblestone Capital Advisors
New York
$1.44M +$51.8K +1,995 +4%

RODM Hedge Fund Activity: Q1 2023 in Review

124 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2023, worth a combined $1.12B — down 9.1% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RODM positions and 12 closed out — a net gain of 1 holder — while 37 added to existing stakes and 59 trimmed.

The largest buyer was UBS Group, adding an estimated $19.6M. The largest seller was Jane Street, cutting an estimated $13.8M.

  • 124 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2023, down from 127 in Q4 2022.
  • Funds reported $1.12B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2023, down 9.1% quarter-over-quarter.
  • 13 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2023 and 12 closed out, a net change of +1 holder.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2023 was UBS Group, an estimated $19.6M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2023 was Jane Street, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2023.