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Hartford Multifactor Developed Markets ex-US ETF

74 hedge funds and large institutions have $963M invested in Hartford Multifactor Developed Markets ex-US ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 2

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

53% more capital invested

Capital invested by funds: $631M → $963M (+$332M)

51% more funds holding

Funds holding: 4974 (+25)

6.54% less ownership

Funds ownership: 78.46%71.91% (-6.5%)

Holders
74
Holders Change
+25
Holders Change %
+51.02%
% of All Funds
1.65%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.29%
New
28
Increased
27
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$961K +$740K +27,394 +276%
GIA
52
Gladstone Institutional Advisory
Florida
$927K +$971K +35,944 New
Baird Financial Group
53
Baird Financial Group
Wisconsin
$803K -$44.6K -1,651 -5%
BCI
54
Brinker Capital Investments
Pennsylvania
$608K +$48.7K +1,805 +8%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$599K +$627K +23,220 New
AFM
56
Andesa Financial Management
Pennsylvania
$495K -$351K -12,993 -41%
RA
57
RFG Advisory
Alabama
$350K +$367K +13,585 New
NWM
58
Northwest Wealth Management
Iowa
$310K +$324K +12,000 New
SS
59
Sunbelt Securities
Texas
$309K +$323K +11,974 New
WCM
60
WealthBridge Capital Management
Ohio
$278K +$291K +10,790 New
CWM
61
Centric Wealth Management
Illinois
$274K +$286K +10,603 New
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$271K -$12.5K -464 -4%
Fayez Sarofim & Co
63
Fayez Sarofim & Co
Texas
$271K +$284K +10,500 New
HCA
64
Heck Capital Advisors
Wisconsin
$264K +$277K +10,244 New
FAIM
65
Financial Advocates Investment Management
Washington
$234K +$245K +9,089 New
Stifel Financial
66
Stifel Financial
Missouri
$230K -$2.14M -79,231 -90%
S
67
SignatureFD
Georgia
$112K +$117K +4,338 New
CIAS
68
Capital Investment Advisory Services
North Carolina
$60K +$62.7K +2,323 New
CFD
69
Creative Financial Designs
Indiana
$55K +$57.4K +2,125 New
NCM
70
Next Capital Management
New York
$38K +$39.9K +1,477 New
JCM
71
Jacobi Capital Management
Pennsylvania
$29K
NA
72
NewEdge Advisors
Louisiana
$5.84K +$2.52M +93,250 +70%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$5K
FHA
74
Flagship Harbor Advisors
Massachusetts
-$17K -601 Closed
OIA
75
Optimum Investment Advisors
Illinois
-$12K -400 Closed

RODM Hedge Fund Activity: Q4 2018 in Review

74 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q4 2018, worth a combined $963M — up 53% from $631M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RODM positions and 2 closed out — a net gain of 26 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Ameriprise, adding an estimated $89.3M. The largest seller was Cornerstone Wealth Management, cutting an estimated $24.5M.

  • 74 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q4 2018, up from 49 in Q3 2018.
  • Funds reported $963M of Hartford Multifactor Developed Markets ex-US ETF stock for Q4 2018, up 53% quarter-over-quarter.
  • 28 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q4 2018 and 2 closed out, a net change of +26 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q4 2018 was Ameriprise, an estimated $89.3M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $24.5M sold.

Based on aggregated 13F filings for Q4 2018.