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Hartford Multifactor Developed Markets ex-US ETF
RODM

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

1.39% more ownership

Funds ownership: 85.97% → 87.35% (+1.4%)

2% more capital invested

Capital invested by funds: $1.28B → $1.3B (+$22.9M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1% less funds holding

Funds holding: 118 → 117 (-1)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

43% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 54

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.86%
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
Cerity Partners
New York
+$36.5M
2
Jane Street
Jane Street
New York
+$9.19M
3
MCCA
Mill Creek Capital Advisors
Pennsylvania
+$6.94M
4
UBS Group
UBS Group
Switzerland
+$5.58M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.48M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$6.29M
2
Ameriprise
Ameriprise
Minnesota
-$4.1M
3
Bank of America
Bank of America
North Carolina
-$3M
4
CCM
Coldstream Capital Management
Washington
-$2.9M
5
Morgan Stanley
Morgan Stanley
New York
-$2.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
26
Vawter Financial
Ohio
$4.98M -$1.89M -71,658 -27%
ECM
27
Evergreen Capital Management
Washington
$4.97M -$66.6K -2,530 -1%
WWMSC
28
Wagner Wealth Management (South Carolina)
South Carolina
$4.94M +$379K +14,385 +8%
IWP
29
IAG Wealth Partners
Wisconsin
$4.71M -$287K -10,899 -6%
Lido Advisors
30
Lido Advisors
California
$4.6M +$934K +35,464 +25%
Wells Fargo
31
Wells Fargo
California
$4.57M +$241K +9,164 +5%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$4.37M +$4.48M +170,327 New
HFS
33
Howard Financial Services
Texas
$4.32M -$376K -14,266 -8%
RPG
34
Resource Planning Group
Georgia
$3.97M -$8.58K -326 -0.2%
CCM
35
Coldstream Capital Management
Washington
$3.91M -$2.9M -110,139 -42%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.79M -$565K -21,449 -13%
Truist Financial
37
Truist Financial
North Carolina
$3.53M +$491K +18,635 +16%
SFG
38
Sowa Financial Group
Rhode Island
$3.52M -$625K -23,728 -15%
CAN
39
Cetera Advisor Networks
California
$3.03M +$1.61M +61,232 +108%
WP
40
WealthPLAN Partners
Nebraska
$2.94M +$722K +27,407 +31%
OIA
41
OneDigital Investment Advisors
Kansas
$2.79M -$196K -7,430 -6%
WMG
42
WESCAP Management Group
California
$2.62M -$42.9K -1,631 -2%
NA
43
NewEdge Advisors
Louisiana
$2.46M +$71.6K +2,720 +3%
CWM
44
Cranbrook Wealth Management
Michigan
$2.38M -$81K -3,076 -3%
FTUS
45
Flow Traders U.S.
New York
$2.18M +$2.24M +84,938 New
OMC
46
Old Mission Capital
Illinois
$2M +$2.05M +77,889 New
FA
47
Fermata Advisors
California
$1.96M -$91.7K -3,482 -4%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$1.75M -$2.63M -99,731 -59%
AF
49
Allworth Financial
California
$1.6M -$304K -11,557 -16%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.51M +$1.18M +44,930 +320%
1
2
3 4 5

RODM Hedge Fund Activity: Q3 2023 in Review

117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2023, worth a combined $1.3B — up 1.8% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RODM and 12 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 31 added.

The largest buyer was Cerity Partners, adding an estimated $36.5M. The largest seller was Rockefeller Capital Management, cutting an estimated $6.29M.

  • 117 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2023, down from 118 in Q2 2023.
  • Funds reported $1.3B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2023, up 1.8% quarter-over-quarter.
  • 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2023 and 13 closed out, a net change of -1 holder.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2023 was Cerity Partners, an estimated $36.5M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2023 was Rockefeller Capital Management, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2023.