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Hartford Multifactor Developed Markets ex-US ETF

114 hedge funds and large institutions have $1.01B invested in Hartford Multifactor Developed Markets ex-US ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

2% less funds holding

Funds holding: 116114 (-2)

11.3% less ownership

Funds ownership: 94.81%83.51% (-11%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

31% less capital invested

Capital invested by funds: $1.45B → $1.01B (-$444M)

42% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 55

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
12
Increased
32
Reduced
55
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
26
Lido Advisors
California
$5.99M +$980K +35,858 +20%
Jane Street
27
Jane Street
New York
$5.9M -$13M -477,187 -69%
Citadel Advisors
28
Citadel Advisors
Florida
$5.61M +$1.64M +59,832 +43%
WP
29
WealthPLAN Partners
Nebraska
$5.48M +$147K +5,360 +3%
BAWM
30
Bennett Associates Wealth Management
Pennsylvania
$5.2M +$428K +15,640 +9%
ECM
31
Evergreen Capital Management
Washington
$5.12M -$67.2K -2,460 -1%
IWP
32
IAG Wealth Partners
Wisconsin
$4.94M -$71.1K -2,600 -1%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$4.25M +$3.21M +117,450 +342%
NA
34
NewEdge Advisors
Louisiana
$4.14M +$1.5M +54,912 +59%
HFS
35
Howard Financial Services
Texas
$4.04M -$283K -10,347 -7%
CAN
36
Cetera Advisor Networks
California
$3.45M +$92.8K +3,395 +3%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$3.39M -$516K -18,862 -13%
Truist Financial
38
Truist Financial
North Carolina
$3.27M -$10.6K -387 -0.3%
SFG
39
Sowa Financial Group
Rhode Island
$3.03M
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.83M +$139K +5,079 +5%
WMG
41
WESCAP Management Group
California
$2.83M -$24.5K -896 -0.9%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.77M -$306K -11,194 -10%
Ameriprise
43
Ameriprise
Minnesota
$2.34M -$2.87M -105,132 -56%
OIA
44
OneDigital Investment Advisors
Kansas
$2.29M -$292K -10,690 -12%
CCM
45
Coldstream Capital Management
Washington
$2.17M -$143K -5,234 -6%
FA
46
Fermata Advisors
California
$2M -$151K -5,525 -7%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.8M -$153K -5,597 -8%
CCA
48
Cobblestone Capital Advisors
New York
$1.6M +$107K +3,899 +7%
FA
49
Flagstar Advisors
New York
$1.52M -$27K -988 -2%
Wells Fargo
50
Wells Fargo
California
$1.42M -$1.39M -50,948 -50%

RODM Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2024, worth a combined $1.01B — down 31% from $1.45B a quarter earlier.

Fund positioning in RODM was balanced in Q1 2024: 12 funds opened new positions, 12 closed out, 32 added to existing stakes and 55 trimmed.

The largest buyer was Mariner, adding an estimated $23.1M. The largest seller was Avantax Advisory Services, cutting an estimated $125M.

  • 114 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2024, down from 116 in Q4 2023.
  • Funds reported $1.01B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2024, down 31% quarter-over-quarter.
  • 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2024 and 12 closed out, a net change of 0 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2024 was Mariner, an estimated $23.1M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2024 was Avantax Advisory Services, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2024.