Hartford Multifactor Developed Markets ex-US ETF
RODM
49 hedge funds and large institutions have $631M invested in Hartford Multifactor Developed Markets ex-US ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
150% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 10
66% more capital invested
Capital invested by funds: $380M → $631M (+$252M)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
17% more funds holding
Funds holding: 42 → 49 (+7)
12.04% more ownership
Funds ownership: 66.41% → 78.46% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$74M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$22.7M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$18.1M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$17.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
-$1.72M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.21M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$517K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$380K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$176K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$55K | -1,941 | Closed |
|
|
BCA
52
Bay Colony Advisors
Concord,
Massachusetts
| – | -$5K | -190 | Closed |
|
53
Fidelity Investments
Boston,
Massachusetts
| – | +$29 | +1 | New |
|
RODM Hedge Fund Activity: Q3 2018 in Review
49 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2018, worth a combined $631M — up 66% from $380M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new RODM positions and 4 closed out — a net gain of 7 holders — while 25 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $74M. The largest seller was Lattice Strategies, cutting an estimated $1.72M.
- 49 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2018, up from 42 in Q2 2018.
- Funds reported $631M of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2018, up 66% quarter-over-quarter.
- 11 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2018 and 4 closed out, a net change of +7 holders.
- The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2018 was Morgan Stanley, an estimated $74M added.
- The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2018 was Lattice Strategies, an estimated $1.72M sold.
Based on aggregated 13F filings for Q3 2018.