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Hartford Multifactor Developed Markets ex-US ETF

108 hedge funds and large institutions have $904M invested in Hartford Multifactor Developed Markets ex-US ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 53 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2% more funds holding

Funds holding: 106108 (+2)

5% more capital invested

Capital invested by funds: $864M → $904M (+$39.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.62% less ownership

Funds ownership: 82.31%80.69% (-1.6%)

53% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 53

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
25
Reduced
53
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modern Wealth Management
Kansas
$4.69M -$184K -6,138 -4%
IWP
27
IAG Wealth Partners
Wisconsin
$4.53M -$329K -10,963 -7%
Citadel Advisors
28
Citadel Advisors
Florida
$4.11M +$3.48M +115,842 +695%
TC
29
Trilogy Capital
California
$3.95M -$15.9M -528,234 -81%
WMG
30
WESCAP Management Group
California
$3.24M -$94.3K -3,141 -3%
NA
31
NewEdge Advisors
Louisiana
$2.97M +$37.7K +1,257 +1%
HFS
32
Howard Financial Services
Texas
$2.91M +$86.4K +2,879 +3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.86M -$83.4K -2,779 -3%
CWA
34
Crux Wealth Advisors
California
$2.72M -$264K -8,789 -9%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$2.72M +$744K +24,795 +40%
WIA
36
World Investment Advisors
California
$2.59M -$10M -334,516 -80%
Truist Financial
37
Truist Financial
North Carolina
$2.57M -$636K -21,204 -20%
Jane Street
38
Jane Street
New York
$2.19M +$43.9K +1,463 +2%
OIA
39
OneDigital Investment Advisors
Kansas
$2.15M -$75.4K -2,514 -3%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$2.02M -$509K -16,946 -21%
FTUS
41
Flow Traders U.S.
New York
$2M +$1.94M +64,526 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.89M -$182K -6,054 -9%
FA
43
Flagstar Advisors
New York
$1.67M -$56.9K -1,896 -3%
FA
44
Fermata Advisors
California
$1.41M -$139K -4,617 -9%
CCM
45
Coldstream Capital Management
Washington
$1.24M -$141K -4,700 -10%
Wells Fargo
46
Wells Fargo
California
$1.21M -$41K -1,367 -3%
MCM
47
MAI Capital Management
Ohio
$1.16M -$302K -10,054 -21%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.04M -$20.8K -693 -2%
CL
49
CLG LLC
California
$1.03M -$28K -933 -3%
SFG
50
Sowa Financial Group
Rhode Island
$957K -$94.4K -3,144 -9%

RODM Hedge Fund Activity: Q1 2025 in Review

108 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2025, worth a combined $904M — up 4.6% from $864M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RODM positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 53 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.43M. The largest seller was Trilogy Capital, cutting an estimated $15.9M.

  • 108 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2025, up from 106 in Q4 2024.
  • Funds reported $904M of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2025, up 4.6% quarter-over-quarter.
  • 10 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2025 and 7 closed out, a net change of +3 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2025 was Ameriprise, an estimated $4.43M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2025 was Trilogy Capital, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2025.