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Hartford Multifactor Developed Markets ex-US ETF

101 hedge funds and large institutions have $1.79B invested in Hartford Multifactor Developed Markets ex-US ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 31

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

3% more funds holding

Funds holding: 98101 (+3)

4% more capital invested

Capital invested by funds: $1.72B → $1.79B (+$75.2M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.12% less ownership

Funds ownership: 76.7%76.58% (-0.12%)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.21%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
9
Increased
52
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
51
Resource Planning Group
Georgia
$2.82M -$66.6K -2,409 -2%
PWM
52
PRW Wealth Management
Massachusetts
$2.82M -$182K -6,574 -6%
CWM
53
Cornerstone Wealth Management
Missouri
$2.68M +$524K +18,940 +25%
LNC
54
Lincoln National Corp
Pennsylvania
$2.45M +$200K +7,237 +9%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$2.32M +$171K +6,174 +8%
DWT
56
Dorsey & Whitney Trust
South Dakota
$2.28M +$428K +15,475 +23%
MML Investors Services
57
MML Investors Services
Massachusetts
$1.8M -$1.87M -67,655 -51%
CWM
58
Centric Wealth Management
Illinois
$1.65M +$1.42M +51,341 +559%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$1.58M -$60.9K -2,203 -4%
EWM
60
Evermay Wealth Management
Virginia
$1.41M +$23K +832 +2%
GIA
61
Gladstone Institutional Advisory
Florida
$1.38M -$100K -3,623 -7%
HighTower Advisors
62
HighTower Advisors
Illinois
$1.35M +$18.4K +667 +1%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$1.29M +$481K +17,401 +60%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$1.25M -$80.8K -2,922 -6%
KFGK
65
Keystone Financial Group (Kentucky)
Kentucky
$1.2M -$25.9K -938 -2%
US Bancorp
66
US Bancorp
Minnesota
$1.14M +$27.6K +998 +2%
NDSI
67
Newman Dignan & Sheerar Inc
Rhode Island
$1.14M -$46.7K -1,690 -4%
FAIM
68
Financial Advocates Investment Management
Washington
$1.14M -$94.6K -3,422 -8%
AFM
69
Andesa Financial Management
Pennsylvania
$945K +$157K +5,664 +20%
FPB
70
First PREMIER Bank
South Dakota
$874K +$204K +7,370 +31%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$816K +$441K +15,954 +120%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$798K
DC
73
Davenport & Co
Virginia
$652K -$6.25K -226 -1%
CFD
74
Creative Financial Designs
Indiana
$628K -$21.1K -763 -3%
WWM
75
Western Wealth Management
Colorado
$536K +$528K +19,095 New

RODM Hedge Fund Activity: Q3 2019 in Review

101 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hartford Multifactor Developed Markets ex-US ETF (RODM) for Q3 2019, worth a combined $1.79B — up 4.4% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new RODM positions and 6 closed out — a net gain of 3 holders — while 52 added to existing stakes and 31 trimmed.

The largest buyer was Ameriprise, adding an estimated $23.1M. The largest seller was OneDigital Investment Advisors, cutting an estimated $11.8M.

  • 101 institutional investors held Hartford Multifactor Developed Markets ex-US ETF (RODM) as of Q3 2019, up from 98 in Q2 2019.
  • Funds reported $1.79B of Hartford Multifactor Developed Markets ex-US ETF stock for Q3 2019, up 4.4% quarter-over-quarter.
  • 9 funds opened new Hartford Multifactor Developed Markets ex-US ETF positions in Q3 2019 and 6 closed out, a net change of +3 holders.
  • The largest Hartford Multifactor Developed Markets ex-US ETF buyer in Q3 2019 was Ameriprise, an estimated $23.1M added.
  • The largest Hartford Multifactor Developed Markets ex-US ETF seller in Q3 2019 was OneDigital Investment Advisors, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2019.