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Hartford Multifactor Developed Markets ex-US ETF

106 hedge funds and large institutions have $864M invested in Hartford Multifactor Developed Markets ex-US ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1.32% more ownership

Funds ownership: 80.99%82.31% (+1.3%)

1% more funds holding

Funds holding: 105106 (+1)

6% less capital invested

Capital invested by funds: $920M → $864M (-$55.8M)

41% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 49

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
12
Increased
29
Reduced
49
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.82M +$245K +8,282 +5%
MWM
27
Modern Wealth Management
Kansas
$4.47M +$4.66M +157,371 New
IWP
28
IAG Wealth Partners
Wisconsin
$4.47M -$82K -2,767 -2%
WMG
29
WESCAP Management Group
California
$3.06M -$88.3K -2,982 -3%
Truist Financial
30
Truist Financial
North Carolina
$2.96M -$75.6K -2,552 -2%
CWA
31
Crux Wealth Advisors
California
$2.75M +$2.86M +96,614 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.7M -$341K -11,499 -11%
NA
33
NewEdge Advisors
Louisiana
$2.69M -$71.1K -2,401 -2%
HFS
34
Howard Financial Services
Texas
$2.59M -$298K -10,062 -10%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.33M -$119K -4,028 -5%
Ameriprise
36
Ameriprise
Minnesota
$2.22M +$83.8K +2,828 +4%
OIA
37
OneDigital Investment Advisors
Kansas
$2.04M -$34.8K -1,175 -2%
Jane Street
38
Jane Street
New York
$1.97M +$1.12M +37,874 +120%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.9M -$74.5K -2,515 -4%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$1.78M +$385K +12,983 +26%
FA
41
Flagstar Advisors
New York
$1.59M +$32.3K +1,092 +2%
FA
42
Fermata Advisors
California
$1.43M -$1.15M -38,989 -44%
MCM
43
MAI Capital Management
Ohio
$1.35M -$874K -29,508 -38%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.33M -$166K -5,619 -11%
CCM
45
Coldstream Capital Management
Washington
$1.27M -$548K -18,496 -29%
Wells Fargo
46
Wells Fargo
California
$1.15M -$156K -5,277 -12%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$976K -$44.5K -1,501 -4%
CL
48
CLG LLC
California
$972K +$1.01M +34,202 New
SFG
49
Sowa Financial Group
Rhode Island
$967K -$1.11M -37,515 -52%
HighTower Advisors
50
HighTower Advisors
Illinois
$805K -$38.1K -1,286 -4%

RODM Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2024, worth a combined $864M — down 6.1% from $920M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RODM positions and 8 closed out — a net gain of 4 holders — while 29 added to existing stakes and 49 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $4.66M. The largest seller was Bank of America, cutting an estimated $5.37M.

  • 106 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2024, up from 105 in Q3 2024.
  • Funds reported $864M of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2024, down 6.1% quarter-over-quarter.
  • 12 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2024 and 8 closed out, a net change of +4 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2024 was Modern Wealth Management, an estimated $4.66M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2024 was Bank of America, an estimated $5.37M sold.

Based on aggregated 13F filings for Q4 2024.