RODM icon

Hartford Multifactor Developed Markets ex-US ETF
RODM

Overview Fund Activity

117 hedge funds and large institutions have $1.3B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.87%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
12
Increased
31
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$209M
2
Jane Street
2
Jane Street
New York
$9.46M
3
MCCA
3
Mill Creek Capital Advisors
Pennsylvania
$166M
4
UBS Group
4
UBS Group
Switzerland
$54.8M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$4.37M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$760K
2
Ameriprise
2
Ameriprise
Minnesota
$7.34M
3
Bank of America
3
Bank of America
North Carolina
$70.8M
4
CCM
4
Coldstream Capital Management
Washington
$3.91M
5
Morgan Stanley
5
Morgan Stanley
New York
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
26
Vawter Financial
Ohio
$4.98M -$1.84M -71,658 -27%
ECM
27
Evergreen Capital Management
Washington
$4.97M -$64.9K -2,530 -1%
WWM
28
Wagner Wealth Management
South Carolina
$4.94M +$369K +14,385 +8%
IWP
29
IAG Wealth Partners
Wisconsin
$4.71M -$280K -10,899 -6%
Lido Advisors
30
Lido Advisors
California
$4.6M +$910K +35,464 +25%
Wells Fargo
31
Wells Fargo
California
$4.57M +$235K +9,164 +5%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$4.37M +$4.37M +170,327 New
HFS
33
Howard Financial Services
Texas
$4.32M -$366K -14,266 -8%
RPG
34
Resource Planning Group
Georgia
$3.97M -$8.36K -326 -0.2%
CCM
35
Coldstream Capital Management
Washington
$3.91M -$2.83M -110,139 -42%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.79M -$550K -21,449 -13%
Truist Financial
37
Truist Financial
North Carolina
$3.53M +$478K +18,635 +16%
SFG
38
Sowa Financial Group
Rhode Island
$3.53M -$609K -23,728 -15%
CAN
39
Cetera Advisor Networks
California
$3.03M +$1.57M +61,232 +108%
WP
40
WealthPLAN Partners
Nebraska
$2.94M +$703K +27,407 +31%
OIA
41
OneDigital Investment Advisors
Kansas
$2.79M -$191K -7,430 -6%
WMG
42
WESCAP Management Group
California
$2.62M -$41.8K -1,631 -2%
NA
43
NewEdge Advisors
Louisiana
$2.46M +$69.8K +2,720 +3%
CWM
44
Cranbrook Wealth Management
Michigan
$2.38M -$78.9K -3,076 -3%
FTUS
45
Flow Traders U.S.
New York
$2.18M +$2.18M +84,938 New
OMC
46
Old Mission Capital
Illinois
$2M +$2M +77,889 New
FA
47
Fermata Advisors
California
$1.96M -$89.3K -3,482 -4%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$1.75M -$2.56M -99,731 -59%
AF
49
Allworth Financial
California
$1.6M -$296K -11,557 -16%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.51M +$1.15M +44,930 +320%
1
2
3 4 5