We are live on ! Find out more
RODM icon

Hartford Multifactor Developed Markets ex-US ETF

84 hedge funds and large institutions have $1.47B invested in Hartford Multifactor Developed Markets ex-US ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

53% more capital invested

Capital invested by funds: $963M → $1.47B (+$510M)

14% more funds holding

Funds holding: 7484 (+10)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

5.37% more ownership

Funds ownership: 71.91%77.28% (+5.4%)

Holders
84
Holders Change
+10
Holders Change %
+13.51%
% of All Funds
1.82%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.3%
New
18
Increased
46
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.62M +$1.29M +46,913 +446%
EWM
52
Evermay Wealth Management
Virginia
$1.4M +$229K +8,314 +20%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.33M -$2.7K -98 -0.2%
KFGK
54
Keystone Financial Group (Kentucky)
Kentucky
$1.24M -$194K -7,020 -14%
NDSI
55
Newman Dignan & Sheerar Inc
Rhode Island
$1.18M +$1.16M +41,985 New
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$1.17M -$909K -32,970 -44%
US Bancorp
57
US Bancorp
Minnesota
$1.09M -$208K -7,549 -16%
CGL
58
Clarius Group LLC
Washington
$1.05M +$1.03M +37,350 New
AFM
59
Andesa Financial Management
Pennsylvania
$1.01M +$466K +16,889 +89%
GIA
60
Gladstone Institutional Advisory
Florida
$959K -$52.4K -1,901 -5%
SS
61
Sunbelt Securities
Texas
$917K +$567K +20,561 +172%
CFD
62
Creative Financial Designs
Indiana
$747K +$673K +24,399 +1,148%
BCI
63
Brinker Capital Investments
Pennsylvania
$554K -$108K -3,909 -17%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$541K -$329K -11,914 -38%
AWA
65
Arete Wealth Advisors
Illinois
$476K +$466K +16,887 New
RA
66
RFG Advisory
Alabama
$412K +$28.4K +1,030 +8%
Lido Advisors
67
Lido Advisors
California
$375K +$367K +13,323 New
NWM
68
Northwest Wealth Management
Iowa
$338K
DC
69
Davenport & Co
Virginia
$313K +$306K +11,100 New
WCM
70
WealthBridge Capital Management
Ohio
$307K +$6.59K +239 +2%
HCA
71
Heck Capital Advisors
Wisconsin
$283K -$5.02K -182 -2%
FAIM
72
Financial Advocates Investment Management
Washington
$267K +$10.9K +396 +4%
CWM
73
Centric Wealth Management
Illinois
$262K -$35.6K -1,291 -12%
FPB
74
First PREMIER Bank
South Dakota
$254K +$248K +9,000 New
FTUS
75
Flow Traders U.S.
New York
$205K +$201K +7,284 New

RODM Hedge Fund Activity: Q1 2019 in Review

84 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q1 2019, worth a combined $1.47B — up 53% from $963M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RODM positions and 8 closed out — a net gain of 10 holders — while 46 added to existing stakes and 17 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $90.5M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $36.1M sold.

  • 84 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q1 2019, up from 74 in Q4 2018.
  • Funds reported $1.47B of Hartford Multifactor Developed Markets ex-US ETF stock for Q1 2019, up 53% quarter-over-quarter.
  • 18 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q1 2019 and 8 closed out, a net change of +10 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q1 2019 was Avantax Advisory Services, an estimated $90.5M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q1 2019 was JP Morgan Chase, an estimated $36.1M sold.

Based on aggregated 13F filings for Q1 2019.