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Hartford Multifactor Developed Markets ex-US ETF

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

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more capital invested

Capital invested by funds: $1.12B → $1.28B (+$158M)

11.14% more ownership

Funds ownership: 74.83%85.97% (+11%)

5% less funds holding

Funds holding: 124118 (-6)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

37% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 57

Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
1.85%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cornerstone Wealth Management
Missouri
$5.9M +$232K +8,678 +4%
ECM
27
Evergreen Capital Management
Washington
$5.16M -$96.1K -3,595 -2%
IWP
28
IAG Wealth Partners
Wisconsin
$5.12M -$440K -16,469 -8%
HFS
29
Howard Financial Services
Texas
$4.81M -$1.28M -48,061 -21%
WWMSC
30
Wagner Wealth Management (South Carolina)
South Carolina
$4.69M +$1.73M +64,680 +57%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.46M -$124K -4,624 -3%
Wells Fargo
32
Wells Fargo
California
$4.45M +$223K +8,332 +5%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$4.42M -$5.24M -195,906 -54%
SFG
34
Sowa Financial Group
Rhode Island
$4.24M +$120K +4,488 +3%
RPG
35
Resource Planning Group
Georgia
$4.08M +$293K +10,952 +8%
Lido Advisors
36
Lido Advisors
California
$3.78M +$3.84M +143,755 New
Truist Financial
37
Truist Financial
North Carolina
$3.13M -$215K -8,051 -6%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$3.07M +$320K +11,977 +11%
OIA
39
OneDigital Investment Advisors
Kansas
$3.06M -$410K -15,345 -12%
WMG
40
WESCAP Management Group
California
$2.73M -$73.6K -2,755 -3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.54M +$116K +4,357 +5%
CWM
42
Cranbrook Wealth Management
Michigan
$2.52M -$399K -14,912 -13%
NA
43
NewEdge Advisors
Louisiana
$2.45M -$130K -4,854 -5%
WP
44
WealthPLAN Partners
Nebraska
$2.29M +$409K +15,315 +21%
FA
45
Fermata Advisors
California
$2.1M +$1.05M +39,109 +96%
KAS
46
Kestra Advisory Services
Texas
$2.1M -$294K -11,015 -12%
AF
47
Allworth Financial
California
$1.94M -$509K -19,055 -21%
FA
48
Flagstar Advisors
New York
$1.51M +$50.5K +1,889 +3%
CAN
49
Cetera Advisor Networks
California
$1.49M -$58.8K -2,200 -4%
CCA
50
Cobblestone Capital Advisors
New York
$1.47M +$29.7K +1,112 +2%

RODM Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2023, worth a combined $1.28B — up 14% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of RODM and 10 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 36 added.

The largest buyer was Cerity Partners, opening a new position worth an estimated $181M. The largest seller was Jane Street, cutting an estimated $18.4M.

  • 118 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2023, down from 124 in Q1 2023.
  • Funds reported $1.28B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 10 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2023 was Cerity Partners, an estimated $181M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2023 was Jane Street, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2023.