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Hartford Multifactor Developed Markets ex-US ETF

98 hedge funds and large institutions have $1.72B invested in Hartford Multifactor Developed Markets ex-US ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

222% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 18

17% more funds holding

Funds holding: 8498 (+14)

17% more capital invested

Capital invested by funds: $1.47B → $1.72B (+$245M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

0.58% less ownership

Funds ownership: 77.28%76.7% (-0.58%)

Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
2.13%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.33%
New
16
Increased
58
Reduced
18
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$2.18M +$262K +9,285 +14%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$2.16M +$133K +4,728 +7%
DWT
53
Dorsey & Whitney Trust
South Dakota
$1.86M
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$1.65M +$36.7K +1,302 +2%
GIA
55
Gladstone Institutional Advisory
Florida
$1.5M +$539K +19,133 +56%
EWM
56
Evermay Wealth Management
Virginia
$1.4M +$5.92K +210 +0.4%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$1.35M +$177K +6,298 +15%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.34M +$6.88K +244 +0.5%
FAIM
59
Financial Advocates Investment Management
Washington
$1.24M +$977K +34,679 +366%
KFGK
60
Keystone Financial Group (Kentucky)
Kentucky
$1.24M -$2.28K -81 -0.2%
US Bancorp
61
US Bancorp
Minnesota
$1.13M +$34.8K +1,236 +3%
SS
62
Sunbelt Securities
Texas
$987K +$70.8K +2,512 +8%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$811K +$811K +28,785 New
AFM
64
Andesa Financial Management
Pennsylvania
$796K -$219K -7,759 -22%
CFD
65
Creative Financial Designs
Indiana
$675K -$75.8K -2,690 -10%
FPB
66
First PREMIER Bank
South Dakota
$675K +$423K +15,000 +167%
DC
67
Davenport & Co
Virginia
$658K +$346K +12,264 +110%
AWA
68
Arete Wealth Advisors
Illinois
$557K +$81.3K +2,886 +17%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$520K -$20.8K -737 -4%
NFG
70
Next Financial Group
Texas
$499K +$499K +17,708 New
RA
71
RFG Advisory
Alabama
$416K +$5.35K +190 +1%
Lido Advisors
72
Lido Advisors
California
$405K +$30.5K +1,082 +8%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$375K +$375K +13,311 New
NWM
74
Northwest Wealth Management
Iowa
$338K
HCA
75
Heck Capital Advisors
Wisconsin
$290K +$6.59K +234 +2%

RODM Hedge Fund Activity: Q2 2019 in Review

98 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q2 2019, worth a combined $1.72B — up 17% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RODM positions and 1 closed out — a net gain of 15 holders — while 58 added to existing stakes and 18 trimmed.

The largest buyer was Ameriprise, adding an estimated $47.6M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.39M.

  • 98 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q2 2019, up from 84 in Q1 2019.
  • Funds reported $1.72B of Hartford Multifactor Developed Markets ex-US ETF stock for Q2 2019, up 17% quarter-over-quarter.
  • 16 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q2 2019 and 1 closed out, a net change of +15 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q2 2019 was Ameriprise, an estimated $47.6M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q2 2019 was Commonwealth Equity Services, an estimated $6.39M sold.

Based on aggregated 13F filings for Q2 2019.