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Hartford Multifactor Developed Markets ex-US ETF

116 hedge funds and large institutions have $1.45B invested in Hartford Multifactor Developed Markets ex-US ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $1.3B → $1.45B (+$153M)

7.45% more ownership

Funds ownership: 87.35%94.81% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 117116 (-1)

40% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 55

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
33
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthPLAN Partners
Nebraska
$5.22M +$1.97M +75,887 +66%
Ameriprise
27
Ameriprise
Minnesota
$5.18M -$2.53M -97,399 -34%
ECM
28
Evergreen Capital Management
Washington
$5.08M -$216K -8,306 -4%
IWP
29
IAG Wealth Partners
Wisconsin
$4.91M -$122K -4,701 -3%
Lido Advisors
30
Lido Advisors
California
$4.89M -$27.6K -1,062 -0.6%
BAWM
31
Bennett Associates Wealth Management
Pennsylvania
$4.66M +$4.42M +169,900 New
FTUS
32
Flow Traders U.S.
New York
$4.35M +$1.91M +73,592 +87%
HFS
33
Howard Financial Services
Texas
$4.24M -$359K -13,826 -8%
BTWM
34
Baker Tilly Wealth Management
Wisconsin
$4.2M -$2.55M -98,238 -39%
Citadel Advisors
35
Citadel Advisors
Florida
$3.85M +$3.65M +140,486 New
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$3.84M -$787K -30,284 -18%
RPG
37
Resource Planning Group
Georgia
$3.5M -$707K -27,215 -18%
CAN
38
Cetera Advisor Networks
California
$3.29M +$48.1K +1,850 +2%
Truist Financial
39
Truist Financial
North Carolina
$3.21M -$528K -20,306 -15%
SFG
40
Sowa Financial Group
Rhode Island
$3.03M -$698K -26,860 -20%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$3.01M -$987K -37,982 -26%
WMG
42
WESCAP Management Group
California
$2.8M -$26 -1 -0%
Wells Fargo
43
Wells Fargo
California
$2.79M -$1.98M -76,318 -43%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.64M +$1.88M +72,475 +306%
NA
45
NewEdge Advisors
Louisiana
$2.54M -$73.6K -2,832 -3%
OIA
46
OneDigital Investment Advisors
Kansas
$2.53M -$430K -16,529 -15%
CWM
47
Cranbrook Wealth Management
Michigan
$2.28M -$246K -9,470 -10%
CCM
48
Coldstream Capital Management
Washington
$2.27M -$1.81M -69,438 -46%
OMC
49
Old Mission Capital
Illinois
$2.19M +$54.2K +2,085 +3%
FA
50
Fermata Advisors
California
$2.11M +$13.6K +523 +0.7%

RODM Hedge Fund Activity: Q4 2023 in Review

116 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2023, worth a combined $1.45B — up 12% from $1.3B a quarter earlier.

Fund positioning in RODM was balanced in Q4 2023: 11 funds opened new positions, 11 closed out, 33 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.3M. The largest seller was Avantax Advisory Services, cutting an estimated $22.7M.

  • 116 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2023, down from 117 in Q3 2023.
  • Funds reported $1.45B of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 11 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2023 and 11 closed out, a net change of 0 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2023 was Morgan Stanley, an estimated $90.3M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2023 was Avantax Advisory Services, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2023.