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Hartford Multifactor Developed Markets ex-US ETF
RODM

105 hedge funds and large institutions have $920M invested in Hartford Multifactor Developed Markets ex-US ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $900M → $920M (+$20M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.8% less ownership

Funds ownership: 82.78% → 80.99% (-1.8%)

3% less funds holding

Funds holding: 108 → 105 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

49% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 55

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
28
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
World Investment Advisors
California
+$10.7M
2
Cerity Partners
Cerity Partners
New York
+$4.29M
3
Bank of America
Bank of America
North Carolina
+$1.57M
4
PAG
Private Advisor Group
New Jersey
+$1.26M
5
FM
Foster & Motley
Ohio
+$1.18M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.2M
2
KIM
Kestra Investment Management
Texas
-$14.6M
3
SPIA
Steward Partners Investment Advisory
New York
-$13.3M
4
Morgan Stanley
Morgan Stanley
New York
-$9.24M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
26
IAG Wealth Partners
Wisconsin
$4.88M -$189K -6,490 -4%
WMG
27
WESCAP Management Group
California
$3.37M +$285K +9,787 +10%
Truist Financial
28
Truist Financial
North Carolina
$3.26M -$284K -9,754 -8%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.25M -$1.15M -39,416 -27%
HFS
30
Howard Financial Services
Texas
$3.08M -$695K -23,897 -19%
NA
31
NewEdge Advisors
Louisiana
$2.96M -$276K -9,490 -9%
FA
32
Fermata Advisors
California
$2.72M +$581K +19,961 +29%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.63M -$3.24M -111,515 -56%
MCM
34
MAI Capital Management
Ohio
$2.34M -$1.38M -47,436 -38%
Ameriprise
35
Ameriprise
Minnesota
$2.29M -$86K -2,955 -4%
OIA
36
OneDigital Investment Advisors
Kansas
$2.23M -$125K -4,301 -6%
SFG
37
Sowa Financial Group
Rhode Island
$2.18M -$419K -14,406 -17%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$2.12M -$363K -12,465 -15%
CCM
39
Coldstream Capital Management
Washington
$1.93M -$98.9K -3,400 -5%
CCA
40
Cobblestone Capital Advisors
New York
$1.87M -$24.4K -838 -1%
FA
41
Flagstar Advisors
New York
$1.67M +$26.4K +907 +2%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.6M +$728K +25,030 +92%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$1.55M -$1.4M -48,095 -49%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$1.52M +$675K +23,209 +88%
Wells Fargo
45
Wells Fargo
California
$1.4M -$77.1K -2,649 -5%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.09M +$11.4K +391 +1%
Jane Street
47
Jane Street
New York
$959K +$548K +18,849 +150%
HighTower Advisors
48
HighTower Advisors
Illinois
$901K +$12.8K +440 +2%
AF
49
Allworth Financial
California
$882K -$18.7K -643 -2%
Osaic Holdings
50
Osaic Holdings
Arizona
$835K -$128K -4,403 -14%
1
2
3 4 5

RODM Hedge Fund Activity: Q3 2024 in Review

105 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2024, worth a combined $920M — up 2.2% from $900M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RODM and 8 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 28 added.

The largest buyer was World Investment Advisors, opening a new position worth an estimated $10.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $16.2M.

  • 105 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2024, down from 108 in Q2 2024.
  • Funds reported $920M of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
  • 8 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2024 and 10 closed out, a net change of -2 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2024 was World Investment Advisors, an estimated $10.7M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2024.