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Hartford Multifactor Developed Markets ex-US ETF
RODM

108 hedge funds and large institutions have $900M invested in Hartford Multifactor Developed Markets ex-US ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% less ownership

Funds ownership: 83.51% → 82.78% (-0.73%)

5% less funds holding

Funds holding: 114 → 108 (-6)

11% less capital invested

Capital invested by funds: $1.01B → $900M (-$109M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

69% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 59

Holders
108
Holders Change
-6
Holders Change %
-5.26%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
10
Increased
18
Reduced
59
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$6.03M
2
MCM
MAI Capital Management
Ohio
+$3.48M
3
WWA
WCG Wealth Advisors
Nevada
+$1.77M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$890K
5
FM
Foster & Motley
Ohio
+$878K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$39.6M
2
OMC
Old Mission Capital
Illinois
-$19.2M
3
TC
Trilogy Capital
California
-$11.2M
4
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$8.39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.17M -$6.72M -239,677 -56%
BAWM
27
Bennett Associates Wealth Management
Pennsylvania
$5.14M +$15.9K +566 +0.3%
ECM
28
Evergreen Capital Management
Washington
$5.05M -$101K -3,590 -2%
IWP
29
IAG Wealth Partners
Wisconsin
$4.6M -$276K -9,857 -6%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$4.03M -$165K -5,870 -4%
HFS
31
Howard Financial Services
Texas
$3.45M -$543K -19,387 -13%
MCM
32
MAI Capital Management
Ohio
$3.43M +$3.48M +124,302 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.36M +$572K +20,405 +20%
Truist Financial
34
Truist Financial
North Carolina
$3.22M -$4.48K -160 -0.1%
NA
35
NewEdge Advisors
Louisiana
$2.94M -$1.16M -41,345 -28%
WMG
36
WESCAP Management Group
California
$2.78M -$8.32K -297 -0.3%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$2.73M -$623K -22,221 -18%
SFG
38
Sowa Financial Group
Rhode Island
$2.37M -$691K -24,649 -22%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.26M -$470K -16,766 -17%
Ameriprise
40
Ameriprise
Minnesota
$2.16M -$157K -5,608 -7%
OIA
41
OneDigital Investment Advisors
Kansas
$2.14M -$121K -4,317 -5%
FA
42
Fermata Advisors
California
$1.91M -$58.6K -2,090 -3%
CCM
43
Coldstream Capital Management
Washington
$1.84M -$305K -10,876 -14%
CCA
44
Cobblestone Capital Advisors
New York
$1.71M +$134K +4,768 +8%
FA
45
Flagstar Advisors
New York
$1.52M -$15.6K -556 -1%
Wells Fargo
46
Wells Fargo
California
$1.34M -$67K -2,389 -5%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$979K -$82K -2,927 -8%
Osaic Holdings
48
Osaic Holdings
Arizona
$882K -$349K -12,444 -28%
AF
49
Allworth Financial
California
$839K -$382K -13,621 -32%
HighTower Advisors
50
HighTower Advisors
Illinois
$807K -$120K -4,273 -13%
1
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3 4 5

RODM Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2024, worth a combined $900M — down 11% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of RODM and 10 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 18 added.

The largest buyer was Private Advisor Group, adding an estimated $6.03M. The largest seller was UBS Group, cutting an estimated $39.6M.

  • 108 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2024, down from 114 in Q1 2024.
  • Funds reported $900M of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2024, down 11% quarter-over-quarter.
  • 10 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2024 and 15 closed out, a net change of -5 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2024 was Private Advisor Group, an estimated $6.03M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2024 was UBS Group, an estimated $39.6M sold.

Based on aggregated 13F filings for Q2 2024.