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Hartford Multifactor Developed Markets ex-US ETF
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Overview Fund Activity

118 hedge funds and large institutions have $1.28B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
10
Increased
36
Reduced
57
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$178M
2
MCCA
2
Mill Creek Capital Advisors
Pennsylvania
$163M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$11.2M
4
UBS Group
4
UBS Group
Switzerland
$50.7M
5
AT
5
Arden Trust
Delaware
$15.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$525K
2
HFM
2
Hartford Funds Management
Pennsylvania
$88.1M
3
OMC
3
Old Mission Capital
Illinois
$0
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$4.42M
5
CCM
5
Coldstream Capital Management
Washington
$6.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$5.9M +$228K +8,678 +4%
ECM
27
Evergreen Capital Management
Washington
$5.16M -$94.6K -3,595 -2%
IWP
28
IAG Wealth Partners
Wisconsin
$5.12M -$433K -16,469 -8%
HFS
29
Howard Financial Services
Texas
$4.81M -$1.26M -48,061 -21%
WWM
30
Wagner Wealth Management
South Carolina
$4.69M +$1.7M +64,680 +57%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.46M -$122K -4,624 -3%
Wells Fargo
32
Wells Fargo
California
$4.45M +$219K +8,332 +5%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$4.42M -$5.16M -195,906 -54%
SFG
34
Sowa Financial Group
Rhode Island
$4.24M +$118K +4,488 +3%
RPG
35
Resource Planning Group
Georgia
$4.08M +$288K +10,952 +8%
Lido Advisors
36
Lido Advisors
California
$3.78M +$3.78M +143,755 New
Truist Financial
37
Truist Financial
North Carolina
$3.13M -$212K -8,051 -6%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$3.07M +$315K +11,977 +11%
OIA
39
OneDigital Investment Advisors
Kansas
$3.06M -$404K -15,345 -12%
WMG
40
WESCAP Management Group
California
$2.73M -$72.5K -2,755 -3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.54M +$115K +4,357 +5%
CWM
42
Cranbrook Wealth Management
Michigan
$2.52M -$392K -14,912 -13%
NA
43
NewEdge Advisors
Louisiana
$2.45M -$128K -4,854 -5%
WP
44
WealthPLAN Partners
Nebraska
$2.29M +$403K +15,315 +21%
FA
45
Fermata Advisors
California
$2.1M +$1.03M +39,109 +96%
KAS
46
Kestra Advisory Services
Texas
$2.1M -$290K -11,015 -12%
AF
47
Allworth Financial
California
$1.94M -$502K -19,055 -21%
FA
48
Flagstar Advisors
New York
$1.51M +$49.7K +1,889 +3%
CAN
49
Cetera Advisor Networks
California
$1.49M -$57.9K -2,200 -4%
CCA
50
Cobblestone Capital Advisors
New York
$1.47M +$29.3K +1,112 +2%
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